Clouded Judgement

FEBRUARY 7, 2025

Subscribe now “Grouping + AI” for Triage One area I’m quite excited to see AI revolutionize is “grouping + triage” workflows. Many of them AI based. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Systems Review 146

Systems Review Cloud AI Artificial Intelligence 146

SaaStr

AUGUST 11, 2024

RevenueCat is the market leader for managing mobile subscription apps, with over 30% of U.S.-based based mobile subscription apps using their SDK and API to manage mobile subsriptions. SaaStr Fund was the first investor in the company. They’re hosting their first App Growth conference just after SaaStr Annual in SF! #3.

Cloud 300

Cloud AI Generative AI CTO 300

SaaStr

APRIL 9, 2025

So who will benefit the most from AI in B2B? Or … the established leaders, who can add AI onto their apps and not just expose vastly more functionality, but leverage all that existing customer data, to create something brand new and fresh? How is The of AI changing it? Subscription backlog up 19.7%, to $25 Billion (!).

Outsourcing Services 282

Outsourcing Services Scale Systems Review AI 282

Buffer Resources

JANUARY 7, 2025

The right AI marketing tools will help you automate repetitive tasks, make data-driven decisions, and unblock your creativity. The shift to AI-powered marketing has been dramatic. According to Hubspot, 74% of marketers now use AI in their roles, compared to just 21% in 2023. The cool thing is you get a lot of control.

AI Search 119

AI Search AI Social Media Marketing 119

SaaStr

MARCH 8, 2024

With everything in AI moving so rapidly, what’s the best way to price Artificial Intelligence products or SaaS tools with custom AI features and integrations? Should it be subscriptions, usage, solutions, or something entirely different? Why is pricing so tricky? The costs are dynamic. Usage is volatile. ROI is unproven.

AI 267

AI Pricing Artificial Intelligence SaaS 267

SaaStr

APRIL 14, 2025

It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With a New, AI Demo Stage from 100+ Top AI Start-Ups! AI is transforming SaaS, and were dedicating two massive stages to the SaaStr.AI The SaaStr.AI Summit Is Back and Bigger.

VP of Engineering 188

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 188

SaaStr

MARCH 1, 2024

Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. The Pace of AI is Increasing Dramatically Something ground-shifting has been happening over the last five years — the pace of innovation. Now, it’s 100+ times.

Generative AI 293

Generative AI Outsourcing Services AI Software Review 293

Tom Tunguz

MAY 11, 2023

Salesforce catalyzed cloud-delivery & annual subscription model in the enterprise, upending decades of selling software with perpetual licenses. What is the distribution advantage AI confers to startups? AI enables ABM-at-scale. The first time a user visits a site AI asks “What do you want to accomplish today?”

AI Search 217

AI Search AI Scale Cloud 217

SaaStr

MAY 25, 2025

– RevenueCat now powers 1/3d of all new mobile subscriptions world-wide – New Apps using RevenueCat doubled in last 6 months – Powering monetization for ChatGPT, Notion, VSCO, Runna, and pic.twitter.com/McFmCBZ0eE — Jason SaaStr.Ai AI has changed the competitive landscape in almost every cases.

Investment 139

Investment New CTO CTO ChatGPT 139

Clouded Judgement

JUNE 6, 2025

This “misuse of ARR” trend has accelerated in the age of AI, as business models have evolved (into more usage/success-based vs. seat-based), and everyone is tinkering with new AI products. It’s hard to know which AI features will become consumer staples, so you try a lot and stick with what works.

Cloud 130

Cloud Technical Review Software Review Technical Advisors 130

Frontegg

MAY 30, 2025

This is a guide on building an AI agent with frontegg’s entitlements will walk you through setting up an AI agent, tools, features and feature flags (as an example of entitlements usage), and auth. The AI Agent is built with LangChain, OpenAI, and integrated with Frontegg.ai as well as the core frontegg SDK.

AI 52

AI Artificial Intelligence Engineering Payment Features 52

TechEmpower SaaS

JULY 24, 2023

eCommerce Does your startup run on a subscription model? How many kinds of subscriptions do you support? What are the rules for subscriptions? Artificial Intelligence Does your application leverage AI in any way? How can we use AI to improve the customer experience? What about an AI support assistant?

Innovation 780

Innovation Development CTO Hire Technical Review 780

SaaStr

APRIL 30, 2025

Subscription revenue has accelerated to 31%. Rolling Our AI Products, But Still Early ServiceTitans AI capabilities, like Dispatch Pro and Marketing Pro, are designed to automate tasks, drive insights, and increase customer ROI. Accelerating at Scale. This is So Impressive. This is rare approaching $1B in total ARR: 7.

Payments 144

Payments Payment Services SaaS Payments Payment Solutions 144

Tom Tunguz

JANUARY 25, 2024

ServiceNow, a $150b market cap company, made this statement yesterday in their earnings call : “In Q4, our gen AI products drove the largest net new ACV contribution for our first full quarter of any of our new product family releases ever, including our original Pro SKU.” ServiceNow is the most recent. features shipped?)

AI 193

AI Innovation Technology Payment Features 193

How To Buy Saas

MAY 29, 2025

In an era when executives are bombarded with tech buzzwords, it’s vital to focus on real-world AI uses that deliver business impact. This vivid idea captures AIs potential to act as assistants and insights machines, boosting efficiency and innovation. Executives also leverage generative AI for idea generation and reporting.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

Tom Tunguz

OCTOBER 14, 2021

We are thrilled to announce that Redpoint has partnered with Spot AI to lead their $20M Series A. Spot AI enables simple access to insight from video. Spot AI builds an artificially intelligent camera system that stores video, analyzes it, and enables collaboration across a team. Plus, it’s plug and play. Run, Spot, run!

Artificial Intelligence 298

Artificial Intelligence Scale AI Banking 298

Intercom, Inc.

MAY 1, 2025

Delivering great AI customer service depends on more than just sophisticated AI models – it relies on real-time data and access to business systems like CRMs, billing platforms, and past conversations. Without these connections, AI agents are unable to understand customer history and resolve questions as effectively.

Data 104

Data AI Business Benchmarks 104

Blulogix

MARCH 27, 2025

By BluLogix Team How AI is Transforming Billing Billing has long been a complex and manual process, prone to errors, inefficiencies, and revenue leakage. With businesses adopting diverse pricing modelsranging from subscriptions to usage-based billinglegacy systems often struggle to keep up.

Payments 59

Payments AI Search Payment Services SaaS Payments 59

Clouded Judgement

JULY 12, 2024

Subscribe now The Red Queen Effect I strongly believe in two competing truths with respect to AI and its impact - the size of the prize will be bigger than we imagine now, BUT we’ll overestimate it in the short term. Right now the world is evolving - AI is a massive platform shift. And I think (for now) the latter is much larger.

Cloud 291

Cloud AI Investment User Experience 291

Chart Mogul

MAY 29, 2025

Were excited to bring AI-based enrichment to every ChartMogul customer, across both CRM and Subscription Analytics. Late last year, we quietly rolled out an AI-powered enrichment feature to a small group of customers. Late last year, we quietly rolled out an AI-powered enrichment feature to a small group of customers.

AI 52

AI Data Headcount Subscription 52

Clouded Judgement

MARCH 22, 2024

This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally). A huge portion of AI revenue today is truly experimental! If retention deteriorates, the terminal value may very well be 0.

AI 193

AI Cloud Revenue Technical Advisors 193

Blulogix

JANUARY 6, 2025

By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. To succeed, subscription-based organizations must embrace smarter, more integrated approaches to billing, management, and strategy.

Payment Features 52

Payment Features Subscription AI Search compliance 52

How To Buy Saas

MAY 27, 2025

Terms like Large Language Model (LLM) and AI tool often get tossed around interchangeably, but they arent the same thing. Because choosing between leveraging a raw LLM versus an AI-powered tool can mean the difference between a groundbreaking feature and a misguided project. In this article, well explore LLMs vs AI tools in depth.

Artificial Intelligence 59

Artificial Intelligence AI Search AI ChatGPT 59

Andreessen Horowitz

SEPTEMBER 13, 2023

It’s been 9 months since ChatGPT was released and 7 months since it became the fastest consumer application to reach 100 million monthly active users , ushering in a new era of generative AI. But other than ChatGPT, how are consumers interacting with generative AI (GenAI) products? Who might be the next “big winner”?

Generative AI 145

Generative AI AI ChatGPT Artificial Intelligence 145

Neil Patel

SEPTEMBER 1, 2021

Artificial intelligence (AI) tools for media let you create content at scale in a previously impossible way and you don’t even need design experience to create something impressive. AI isn’t new. But, these sectors have only scratched the surface of AI capabilities. The KinetiX tech AI tool is free for personal use.

AI 145

AI Artificial Intelligence Scale Social Media 145

SaaStr

MAY 27, 2025

AI Creates New Strategic Value Informatica wasn’t just acquired for their current business – they were acquired for their role in making AI workable at enterprise scale. Focus on AI-readiness. Every enterprise software category is being re-evaluated through an AI lens. Classic buy-fix-sell.

Acquisition 139

Acquisition Government AI Enterprise readiness 139

Clouded Judgement

DECEMBER 1, 2023

Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. A strong data foundation is critical for an effective AI strategy! This was repeated quite a few times AI tends to be additive budget for large enterprises. This year, there was tons of experimentation.

AWS 302

AWS Cloud AI Search Cost optimization & reporting 302

Blulogix

MARCH 24, 2025

By BluLogix Team AI Billing Innovations, Usage-Based Pricing, Credits, and Prepaid Models AI Billing Needs a New Approach Unlike traditional SaaS, AI products often require real-time metering and consumption-based pricing. Example: Many AI platforms offer a free tier with limited credits, encouraging upgrades when usage grows.

AI Search 59

AI Search Payments Innovation AI 59

Clouded Judgement

MARCH 1, 2024

Anything AI related has always been “hot,” but it has really hit a fever pitch in the last few months. What’s most interesting about this, is a lot of the darling AI companies from last year have really slowed down, but everyone seems to have forgotten this and is ready to “find the next big thing.”

Cloud 319

Cloud AI Investment Metrics 319

Clouded Judgement

JUNE 19, 2024

To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. So for public companies the formula to calculate gross margin adjusted payback is: [(Previous Q S&M) / ((Current Q Subscription Rev x 4)  -(Previous Q Subscription Rev x 4)) x Gross Margin] x 12 Here’s the payback data from Q3.

Cloud 320

Cloud GCP(Google Cloud Platform) Software Azure 320

Buffer Resources

DECEMBER 11, 2024

Epidemic Sound Source: Epidemic Sound Licensing: Royalty-free Pricing: Subscriptions start at $17.99/month. Epidemic Sound Source: Epidemic Sound Licensing: Royalty-free Pricing: Subscriptions start at $17.99/month. Annual subscriptions offer significant savings. And AI editing makes customizing your track a breeze.

Payments 21

Payments Social Media Payment Features Payment Methods 21

Clouded Judgement

AUGUST 30, 2024

A technological shift is exemplified by what happened in endpoint security, where rules-based solutions from Trend Micro and Symantec were replaced by AI-based anomaly detection from CrowdStrike and SentinelOne. Just this week, multiple AI coding copilots announced rounds exceeding $100 million.

Cloud 276

Cloud Venture Capital AI Startup 276

Blulogix

DECEMBER 19, 2024

By BluLogix Team Thriving in the Subscription Economy of 2025 and Beyond Introduction The subscription economy is not just a trendits a transformative shift in how businesses operate and generate value. Leveraging Artificial Intelligence (AI) AI is set to play a significant role in the future of the subscription economy.

Payment Features 52

Payment Features Subscription AI Search Artificial Intelligence 52

Clouded Judgement

JULY 16, 2024

We can expect the company to start trading on the public markets next Wednesday Subscribe now OneStream Overview From the S1 - “OneStream delivers a unified, AI-enabled and extensible software platform—the Digital Finance Cloud—that modernizes and increases the strategic impact of the Office of the CFO.

Benchmarks 298

Benchmarks Data Machine Learning Artificial Intelligence 298

Clouded Judgement

JUNE 30, 2023

Subscribe now Data + Compute = AI Two of the largest data companies in the world, Snowflake and Databricks, held their annual conferences this week. To truly take advantage of AI, enterprises need organized data in the cloud. The challenge is probabilistic answers don’t work for true enterprise specific AI.

AI Search 130

AI Search Cloud AI Data 130

Panintelligence

DECEMBER 9, 2024

But Artificial Intelligence (AI) has been the catalyst for enormous change. Together, AI and SaaS are reshaping business operations, redefining customer experiences, and driving innovation across industries. Let's take a closer look at what makes AI SaaS so impactful and why so many SaaS organizations have opened their arms to AI.

SaaS Payments 52

SaaS Payments Merchant Services Payment Services Artificial Intelligence 52

SaaStr

MAY 4, 2024

RevenueCat powers mobile subscriptions in over 30% of all mobile apps (!) Second, Gorgias sees big wins for AI in Support — But When Done Carefully. Across the SaaStr Fund portfolio , we can see a lot of different impacts of AI. Their AI agent is often in the Top 5% for CSAT. So what’s new? You pick your path.

AI 167

AI Mobile B2B Investment 167