Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today
Clouded Judgement
MARCH 22, 2024
This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. ” They’ll look at things like cost, scalability, compliance, etc. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan. Do you have ARR or ERR?
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