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Are You Getting More Competitive, Or Less Competitive? Hitting the Plan Might Not Be Enough

SaaStr

There’s a metric the very top founders track quitely, but ruthlessly, that I find other founders either don’t track, or sort of hide from. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. If nothing else, you can pretty reliability track headcount growth on LinkedIn). More here.

Azure 211
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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. However, it’s also one of the most loosely used metrics, and is frequently misused. I created this subset to show companies where FCF is a relevant valuation metric.

AI 183
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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). A natural question is “why do we have two tiers?

Data 130
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ChartMogul 2021: Year in Review

Chart Mogul

And we know how important it is for you to be able to track your metrics on the move. They also have a VC feature that lets you track metrics for multiple ChartMogul accounts at once. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud.