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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

These seem like perfect fits for LLM based applicatiosn. Perfect for a LLM! They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

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Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

SaaStr

Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers. Usually, it takes a paradigm shift to grow.

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RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

Retrieval-Augmented Generation (RAG) is a cutting-edge approach in AI that combines large language models (LLMs) with real-time information retrieval to produce more accurate and context-aware outputs. Think of a standard LLM as a very smart student who has learned a lot of general information.

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How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

SaaStr

Mike and Rudina do a great job of explaining the complex AI terminology for everyday non-technical founders and leaders to understand and apply to their businesses. Because they’ve contributed $40M to their bottom line by bringing AI to their core product and business, and they’re one of the few companies who have.

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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

Ron explains: “Wehire mostly technical backgrounds, but as our customers get larger and larger, you start to get global account managers, and they’re going to have much more business strategic account management experience. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model.

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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

But it may also suggest that many resellers with large sales teams looking to sustain their transactional businesses are able to drive additional software bookings. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

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