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 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

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.

Cloud 130

Cloud Sales Hiring AI Headcount 130

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 112

Cloud Scale AWS Artificial Intelligence 112

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 144

Cloud Technical Review Software Review Artificial Intelligence 144

ChurnZero

JUNE 24, 2022

In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. You can download the full report for net retention and gross retention benchmarks as well as retention metrics in relation to ACV, growth, size, and more.

Benchmarks 52

Benchmarks Retention Software Review Technical Review 52

SaaStr

APRIL 30, 2022

It wasn’t the case 20 or even 10 years ago, where the business models of the internet were more focused on eCommerce, marketplaces, or even advertising. And account management, which is basically around for retention and also upsell of different products. These are fundamentally different models.

SaaS Payments 247

SaaS Payments Metrics Payment Methods Scale 247

User Pilot

SEPTEMBER 1, 2024

Per feature pricing In a per-feature pricing model, customers are charged based on the specific functionalities they choose to access within the software. Amazon AWS is one of the best SaaS pricing examples with this model. Amazon pricing example.

Pricing 104

Pricing Strategy SaaS Scale 104

Frontegg

MAY 27, 2021

Product-Led Growth (PLG) is a consumer-centric scaling, conversion, and retention philosophy that uses the product itself as the primary growth driver. Besides it’s proven business results, this strategy helps empower end-users to get the best possible product for their needs. Best For: Product Adoption.

Payment Solutions 98

Payment Solutions SaaS Payments Payments Scale 98

ProfitWell

SEPTEMBER 10, 2020

By almost all key metrics, now is a great time to get into the SaaS business model. Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. Double down on retention.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Chart Mogul

OCTOBER 18, 2019

This is already at play — services like AWS, Stripe, and others have brought down the cost of starting and running a business to a fraction of what they used to be just a decade ago. Consumerizing even more parts of the activities of a typical business (logistics-as-a-service, etc.) doubling the number of leads).

Scale 71

Scale SaaS Automotive AWS 71

User Pilot

APRIL 30, 2024

Appcues enhances user onboarding, adoption , and retention with targeted walkthroughs, in-app messaging, and feature adoption tools. It’s suitable for businesses wanting control over their infrastructure and the ability to scale. What are the benefits of the SaaS model? ActiveCampaign email dashboard.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

OPEXEngine

JUNE 11, 2020

The terms aren’t universally understood, nor are the implications of each on the financial model of a company, so the following is an effort to provide an overview. At OPEXEngine, we pull apart the different nuances of each business model to make sure we are benchmarking companies correctly.

SaaS Payments 52

SaaS Payments Payment Solutions Payment Features Subscription 52

OpenView Labs

JUNE 25, 2019

A “best-in-class” CAC payback period is highly dependent on your go-to-market motion and customer type and must also be put in the context of two other metrics: logo retention and net dollar retention. For example, perhaps your CAC payback is worse than peer benchmarks but your retention is best-in-class.

Scale 53

Scale Development Team Review Software Review Benchmarks 53

Chart Mogul

OCTOBER 18, 2019

This is already at play — services like AWS, Stripe, and others have brought down the cost of starting and running a business to a fraction of what they used to be just a decade ago. Consumerizing even more parts of the activities of a typical business (logistics-as-a-service, etc.) doubling the number of leads).

Scale 52

Scale SaaS Automotive AWS 52

OpenView Labs

MAY 5, 2021

Other businesses, like LinkedIn and Netflix, have strong histories of being producers of open-source projects, which provides a strategic recruitment and retention tool for top-tier engineering talent. Related podcast episode: How MongoDB Scaled Their Open-Source Product with a Bottom-Up and Top-Down Sales Motion.

Business 64

Business SMB Scale DevOps as a Service 64

Mucker Capital

APRIL 6, 2023

Are there types of companies, market segments, industries, or business models where PLG does not make sense? If you have a very complicated product–for example you sell AWS or you sell Snowflake–those are infrastructure products. Currently she's Executive in Residence with Reforge and advising other companies.

Startup 52

Startup Scale CTO Hire Outsourced Development 52

Intercom, Inc.

DECEMBER 31, 2019

The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing. What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

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

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? Their retention strategies were also different.

Payments 113

Payments Scale Payment Solutions Technical Review 113

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 will be a really strong indicator of retention and recruiting. Is AWS in the lead? That business models are holding up better than almost every other industry, because most of the time, the customer are already on credit card and already all the information. ”, the kind of foundational ERP systems.

Sales Recruiting 208

Sales Recruiting Cloud CTO Hire Sales Hiring 208

SaaStr

MAY 21, 2019

78 times in the AWS … ADABAS was referenced in the Amazon press release and earnings announcement. Now, retention differs significantly actually for different customer segments. Kristina : Next I want to walk through a quick example to really drive home that retention is a major driver of valuation. Twice for retail.

Cloud 201

Cloud Scale Finance Retention 201

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. In our case, it was capturing a note, and then lastly is just retention over time.

Scale 270

Scale Sales Hiring Pricing Sales Recruiting 270

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 157

Cloud AI Search Scale AI 157