Clouded Judgement

NOVEMBER 10, 2023

Model providers (OpenAI, Anthropic, etc as companies start building out AI). Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing.

Cloud 193

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 193

Clouded Judgement

MAY 31, 2024

And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Coming in to Q1 there was broader optimism. Q4’s were generally good! Top 5 Median: 15.9x

Cloud 187

Cloud Software GCP(Google Cloud Platform) AI 187

Clouded Judgement

JULY 26, 2024

Open source is now on par with state of the art proprietary models. This will have important implications on the business models / profit margins of key model players. I asked ChatGPT how many price changes AWS has made to S3 since it’s inception in 2006, and the answer it gave me was 65. The Llama 3.1

Cloud 146

Cloud Technical Review Software Review Artificial Intelligence 146

Intercom, Inc.

JANUARY 24, 2019

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. So we said, “Hey, why don’t we do that with enterprise software?” That’s commonplace especially within enterprise SaaS, now.

Scale 151

Scale Machine Learning Artificial Intelligence Technical Review 151

Clouded Judgement

MARCH 31, 2023

How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. There are two main topics I’ve been pondering lately: Margins. Top 5 Median: 11.4x

Cloud 130

Cloud Sales Hiring AI Headcount 130

User Pilot

SEPTEMBER 1, 2024

Cons of flat rate pricing model Lack of personalization : Customers' needs vary. For instance, a product priced with enterprise companies as the target market will likely feel too expensive for small businesses. Canva effectively uses the per-user pricing model for its Pro and Enterprise plans.

Pricing 104

Pricing Strategy SaaS Scale 104

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 109

Cloud Scale AWS Machine Learning 109

Frontegg

JUNE 17, 2021

Related: Enterprise SaaS Architecture – The How. Multi-tenant SaaS architecture is the better option if you want to create a scalable business model that is flexible and versatile. Lower Maintenance Requirements – All ongoing maintenance costs can be baked into your pricing models. Here are some benefits.

ECS (Elastic Container Service) 97

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) EKS (Elastic Kubernetes Service) 97

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

Neil Patel

SEPTEMBER 3, 2020

Advertising can’t save awful products. Adventure Media Group – Best for Enterprise AdWords Management. They’ve grown quickly, shifting their focus to Enterprise AdWords Management. KlientBoost has a unique business model that works well with low/entry budgets.

Outsourcing Services 138

Outsourcing Services Advertising Transportation Customer Lifetime Value 138

OpenView Labs

DECEMBER 15, 2020

Cloud marketplaces like AWS Marketplace, Azure Marketplace and Google Cloud Platform Marketplace are digital storefronts where companies can list their offerings for software buyers to find, purchase and provision software. . Marketplaces will enable creative and flexible new business models.

Marketplace as a Service 64

Marketplace as a Service Cloud Scale VP of Engineering 64

Frontegg

MAY 27, 2021

This philosophy applies to both low and high touch business models, where the vendor has to eliminate all potential usability problems that may arise. Founded : 2011 Known customers: Facebook, IBM, Microsoft, AWS, Unity, Udemy, Shopify Price starts at: $38/month per user. #2 Best For: Product Adoption. START FOR FREE.

Payment Solutions 98

Payment Solutions SaaS Payments Payments Scale 98

User Pilot

APRIL 30, 2024

Microsoft offers enterprise solutions, productivity suites, and cloud services for both B2B and B2C sectors, emphasizing innovation and efficiency. Oracle ERP provides advanced financial and supply chain optimization, and human resources management for large enterprises in both B2B and B2C sectors. Microsoft Dynamics 365.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

ChurnZero

JUNE 24, 2022

And that’s the same if you sell to SMBs versus enterprise. Q: Should SaaS businesses increase prices this year because of inflation? I mean AWS or whatever might be going up too. But it’s very easy to segment to show which are my healthy clients because the delivery model can affect SaaS.

Benchmarks 98

Benchmarks Retention Software Review Technical Review 98

Blulogix

NOVEMBER 8, 2023

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

Technology 52

Technology Pricing Payment Features Subscription 52

OpenView Labs

MAY 5, 2021

But it may not drive results in the enterprise, where businesses are likely to care much more about things like long-term viability of a vendor and potential for lock-in, and freemium may not sufficiently de-risk an early-stage company for enterprise use. Are you targeting enterprise or mid-market/SMB?

Business 64

Business SMB Scale DevOps as a Service 64

ChurnZero

JUNE 24, 2022

And that’s the same if you sell to SMBs versus enterprise. Q: Should SaaS businesses increase prices this year because of inflation? I mean AWS or whatever might be going up too. But it’s very easy to segment to show which are my healthy clients because the delivery model can affect SaaS.

Benchmarks 52

Benchmarks Retention Software Review Technical Review 52

OpenView Labs

JUNE 25, 2019

For example, if you sell to large enterprises and see long sales cycles supported by a field sales model with highly compensated sales reps who have extended ramp-up time, your business will naturally have higher payback than a product-led company that leverages virality and a self-serve freemium model to target businesses of all sizes.

Scale 53

Scale Development Team Review Software Review Benchmarks 53

SaaStr

JUNE 1, 2025

The latest one is all AI with a big enterprise / B2B slant and is very good but dense. The Monetization Models Are Still Completely Broken The Venture-Scale Burn: OpenAI (estimated): 2024 Revenue: ~$3.7B Competition from open-source models and Chinese providers could make it impossible to maintain premium pricing. 300+ pages.

AI Search 252

AI Search AI CTO Hire ChatGPT 252

Mucker Capital

APRIL 6, 2023

Are there types of companies, market segments, industries, or business models where PLG does not make sense? If you're primarily targeting very large enterprise companies, it's very hard usually to use PLG as the only way to sell to those companies. Hila is a mentor with Mucker Capital. That is a natural hurdle for PLG motion.

Startup 52

Startup Scale CTO Hire Outsourced Development 52

SaaStr

JULY 20, 2021

It’s a brutal, awful slog in the start. I would say, it’s always good to call out just how awful it is to be a founder, to be an entrepreneur, because that is a unique perspective that you bring to the board room that no one else shares. Think of the business model behind being an independent board member.

Underperforming Technical Team 246

Underperforming Technical Team Sales Hiring AWS Business Model 246

Intercom, Inc.

DECEMBER 13, 2018

As Workplace’s global head, Julien Codorniou has been spending the past few years exploring how to make his department align with Facebook’s mission while executing an entirely different business model that relies on companies promoting community within their workforce. Unlocking a new business model.

Scale 151

Scale Marketplace as a Service Mobile Sales Hiring 151

Sales Hacker

JANUARY 7, 2025

With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. And I know you’ve had some great experience, particularly while you were at AWS, running different partner sales, channel sales. They cannot resell.

Outsourcing Services 110

Outsourcing Services Scale Outsourced Development AWS 110

Casey Accidental

DECEMBER 11, 2023

Besides building a growth model and forecasting your growth from it, which I absolutely recommend you should do, what are the factors that contribute to how quickly you need to be investing in that second product after the first product finds product/market fit? B2B requires suite expansion. Why does B2B require suite expansion?

Payments 113

Payments Scale Payment Solutions Technical Review 113

SaaStr

APRIL 24, 2020

Number one is they didn’t really have an enterprise software selling group when they bought Omniture, so that route to market was something they were very interested in creating. So, we saw them and worked with them to develop that enterprise route to market. And the stock popped. So, it was great. Our CEO, of course, was there.

Scale 232

Scale Leadership Technology Strategy 232

Sales Hacker

MAY 13, 2025

He also co-founded WGI Group, LLC, to provide growth capital to early and expansion stage startups in enterprise software, consumer internet and digital media industries. LLC to provide growth capital to early and expansion stage startups and enterprise software, consumer internet and digital media industries. Amazing, awesome.

AI Search 71

AI Search AI ChatGPT Software Review 71

OpenView Labs

JANUARY 29, 2020

How to optimize your freemium model. Stories of ditching a freemium model. When is freemium the right strategy for your business? Is Freemium The Right Business Model? Is freemium an effective lead generation, conversion, and revenue driving strategy for your recurring revenue-based business?

Pricing 105

Pricing Payments SaaS Payments Payment Solutions 105

ProfitWell

NOVEMBER 5, 2019

Yes, they might kick the can down the road a little longer, but they only delay the inevitable while giving customers an awful experience in the meantime. The key feature separating subscription businesses from their more standard counterparts is the recurring nature of payments. Of course, you know better.

Payment Features 49

Payment Features Subscription Payment Methods Merchant Services 49

SaaStr

AUGUST 22, 2020

This episode is an excerpt from a session at SaaStr Summit: Enterprise. This episode is an excerpt from Jason and Loren’s session at SaaStr Summit: Enterprise. Transcript of Episode 366: Jason Lemkin: The end of a great day in the enterprise. You can see the full video here , and read the podcast transcript below.

Sales Recruiting 198

Sales Recruiting Cloud CTO Hire Sales Hiring 198

Clouded Judgement

FEBRUARY 21, 2025

We explored what’s possible with this new infrastructure—basic apps for communication, content, and commerce Complex Infrastructure Phase: The rise of CDNs (Akamai), broadband, cloud computing (AWS), and security solutions to support more demanding applications. Business models changed an unlocked new vectors of scaling.

Cloud 159

Cloud AI Search Scale AI 159

SaaStr

MAY 21, 2019

78 times in the AWS … ADABAS was referenced in the Amazon press release and earnings announcement. And frankly, this is one that has taken a while to develop and we’ve all waited for this wonderful horizontal wave of enterprise apps to rival the consumer apps that we all have in our pockets and that we use frequently.

Cloud 194

Cloud Scale Finance Retention 194

Intercom, Inc.

FEBRUARY 21, 2019

So when you’re making those decisions as a startup or as a mid-size company or as an enterprise, the software you select can make or break your business. It’s not easy to change, and so those small decisions actually can be the reason why they’re missing their goals and not hitting their business targets.

Education 123

Education Sales Hiring Software Review Sales Recruiting 123

SaaStr

JULY 10, 2020

Get back into experimentation mode with our business model, with our pricing, to really think about not just how we can shrink costs, but inflect growth on the top line so we could ultimately control our own destiny, which is in fact what we did. So we spent a lot of time there. Some of you know this, but some of you don’t.

Scale 267

Scale Sales Hiring Pricing Sales Recruiting 267