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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Many investors laugh (and some rightly so) at the fact that software companies’ valuations are often described as a multiple of revenue.

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Breaking Down the EU’s AI Act: The First Regulation on AI

Scytale

If you’ve been following the growth of artificial intelligence, you’re likely aware that the EU’s new AI Act is set to officially come into effect at the end of May 2024. This groundbreaking legislation will regulate AI systems based on their risk potential. Think AI-assisted surgery or self-driving cars.

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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. There were also quite a few questions around cost and compliance. And on the latter - there will be more guardrails and structure in place to appease some of the compliance questions. Time will tell if they can execute!

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Buyer Trends: Top Insights from $3B in SaaS Transactions with Vendr

SaaStr

Many net-new purchases are for data security, compliance, risk management, and AI-powered tools. Compliance : The cost of GDPR compliance has totaled around $9B globally since its introduction. AI-Powered Tools: AI-related purchases in Q1: Made up 41% of new investments in Q1. weakest link.

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Thanks to Mercury, Rattle, Remote, Trustero, and Vention for Sponsoring SaaStr Annual 2023!

SaaStr

At Rattle , we are redefining the way revenue teams and leaders interact with their go-to-market systems! Rattle’s revenue acceleration platform enables teams to increase efficiency, transparency, and growth across their revenue funnels. Update your revenue data from anywhere, all within Slack or MS Teams.

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The future of Embedded Payments: 2024 predictions for software companies

Payrix

A strategic payments provider is one that can help fill feature and functionality gaps, is up to speed on the latest trends (take the rise of digital wallets for example), and understands the importance of omnichannel capabilities , security protocols, compliance , and customer support. edition of the PCI DSS this year and bring the new 4.0

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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

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