Clouded Judgement

NOVEMBER 10, 2023

Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand). Model providers (OpenAI, Anthropic, etc as companies start building out AI). When they started using large language models from OpenAI, the gross margin on the same product went to -100%!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Stax

APRIL 18, 2024

While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. ISVs and SaaS providers differ in software distribution, licensing models, hosting responsibilities, support options, upgrade and maintenance procedures, and scalability.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Intercom, Inc.

DECEMBER 31, 2019

The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing. What was perhaps less predictable was the ensuing prevalence of the subscription-based business model. The decade ahead.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

OCTOBER 31, 2019

It was around that time about 12 years ago that Jeff Bezos launched AWS, and some of you may remember that, when he did this, Wall Street analysts were looking at him and saying, “Why would you take what’s already a very unprofitable business and drive it further into the red by investing in this AWS initiative?”

Cloud 100

Cloud Scale AWS Machine Learning 100

ProfitWell

SEPTEMBER 10, 2020

By almost all key metrics, now is a great time to get into the SaaS business model. Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. AI Integrations.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Intercom, Inc.

JANUARY 24, 2019

Machine learning can get the right message or recommendation out in a responsive way – not just from the customer’s next best action, but from the sales perspective, too. Obviously we’ve seen a lot of changes in terms of tech and business models, but what would you say has stayed the same in that space?

Scale 151

Scale Machine Learning Artificial Intelligence AI 151

SaaStr

MARCH 1, 2024

The number of patents filed in 2021 in Artificial Intelligence was 30x the number published six years earlier. We’re on the cusp of a golden age in AI, and the lesson learned from Cloud was that Cloud sped up the pace of development by a lot. Thinking back through Cloud and mobile, what can you learn from them?

Generative AI 240

Generative AI Outsourcing Services AI Software Review 240