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

Clouded Judgement

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

AI 183
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ISVs vs SaaS: What’s the Difference?

Stax

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.

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Clouded Judgement 3.31.23

Clouded Judgement

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
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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

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 183
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Transforming the Technology Industry: The Power of Usage-Based Pricing

Blulogix

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.

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What the Public Markets Trends Say About the Fundraising and M&A Environment Startups

Tom Tunguz

The chart above shows the relationship between beating earnings and Enterprise Value to Trailing-Twelve Month Revenue Multiple (EV/TTM Rev). After the correction of about 40% enterprise companies and of 25% in consumer names , the median enterprise revenue multiple has popped back up 7.4x

Startup 100
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Everything You Need to Know About Freemium Pricing

OpenView Labs

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 82