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AI Spending Patterns : It's Not What You Think

Tom Tunguz

Ramp published its quarterly spending trends & revealed how businesses are spending on AI. There are many great data points that underscore the growth in AI but there are important nuances in the patterns. First, AI growth rates across the most popular vendors have fallen 78% annually. NDR is almost equal.

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Top 10 Trends in Data & AI at the Impact Summit

Tom Tunguz

On November 8th, I’ll share my 10 Top Trends in Data & AI at the IMPACT Summit. Metrics layers unify the data stack. AI which has influenced the structure of data teams & will increase the number of data roles changed the way we work with data ( Are you centaur or a cyborg?

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The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends

Tom Tunguz

Recently, I was on the HR Heretics podcast and we talked about the increasing efficiency of software companies (in addition to other topics including the implications of AI for executives, how to diligence a candidate, & what board members expect of their people leaders). I wonder what trends we’ll see in 2033.

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

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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. This brings me to AI (everything leads to AI these days…).

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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

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7 Ways AI-Native Companies Can Improve Retention

Andreessen Horowitz

It’s the lifeblood of an app and the hardest metric to move, as I learned viscerally during my time running the growth team at Snap. So what does this mean for the huge wave of new consumer AI companies, whose products are still early in their product cycles, often early in their implementation stages, and are evolving in real time?

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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? ” They’re also seeing some real strength in AI Services. Overall similar to Datadog.

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