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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.

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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. What do I mean by this?

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After Selling For $580M, Here’s What I Learned About SaaS During My Time At Buildium

Outseta

In this post I’m going to share the most important lessons about growing a SaaS business that I learned at Buildium—collectively, these things had an awful lot to do with the company being valued so highly. How the hell does that happen? As a result, Buildium took many chances on up and coming talent—myself included.

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When Does Open Source Make Sense for a Business?

OpenView Labs

It produces a challenging messaging strategy because if your primary business model is selling support on an open-source project, you’re kind of incentivizing your team to build shitty software, and nobody ends up happy. A lot of your top-of-funnel is focused on converting open-source users to paying customers.