Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. net retention and CAC payback).

Cloud 177

Cloud Software Azure AWS 177

Audacix

JUNE 9, 2023

AWS WAF is a great option for software and DevOps teams that are already using AWS services or looking for a scalable and flexible WAF solution. AWS WAF is a great option for software and DevOps teams that are already using AWS services or looking for a scalable and flexible WAF solution.

Software Review 66

Software Review Software DevOps as a Service AWS 66

Andreessen Horowitz

SEPTEMBER 25, 2023

03:08] Data wars [04:28] Big vs. small LLMs [08:13] Fine-tuning [13:52] Open source AI [17:51] Benchmarks are b t [19:30] Why Ali isn’t afraid of AI Why is it so hard for enterprise to adopt AI? It will be like AWS, GCP, and Azure. I kinda think all the benchmarks are b t. It’s going to have lots of specialization.

AI 109

AI Enterprise Artificial Intelligence Generative AI 109

Baremetrics

DECEMBER 7, 2023

Cost of Revenue Examples Hosting AWS / Google Cloud / Azure Payroll – Customer Support Service Delivery Costs Twilio, Sendgrid Merchant Fees Stripe, Braintree You should also include software that helps your support team, such as Help Scout, or your Devops, such as CircleCI.

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. We have seen greater efficiency and increased productivity in the use of capital and labor in our benchmarking over the past five years.

Trends 40

Trends Marketing SaaS Azure 40

SaaStr

MARCH 17, 2023

They can provide big-picture ROI, but they don’t have hard ROI metrics, benchmarks, and success stories. We’re seeing a growing trend of buyers making SaaS purchases through global marketplaces such as the AWS Marketplace and Azure Marketplace. If you have an in-depth ROI figure, talk to customers very early about this value.

Marketplace as a Service 210

Marketplace as a Service Software Review Technical Review Azure 210