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

Clouded Judgement

For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown.

AI 183
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When Does Open Source Make Sense for a Business?

OpenView Labs

Related podcast episode: How MongoDB Scaled Their Open-Source Product with a Bottom-Up and Top-Down Sales Motion. However, a good question to ask yourself when considering the reduced friction is: Could you get the same benefit with a scaled-back, freemium offering? Are you targeting enterprise or mid-market/SMB?

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Facebook Workplace’s Julien Codorniou on turning companies into communities

Intercom, Inc.

I saw we had the opportunity to do that in London and to do something that will be new for Facebook, in the same way that AWS was a new business model and product line for Amazon and a bet that paid off very well. We are going from having an enterprise business to having a mid-market business to investing in an SMB business.

Scale 151
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Product-Led Growth (PLG) For Startups

Mucker Capital

But if you target SMBs or consumers, PLG is a fantastic way, and you have a very large user base to reach out to as well. If you have a very complicated product–for example you sell AWS or you sell Snowflake–those are infrastructure products. Then, any marketing budget or any acquisition effort you do at large scale is not wasted.

Startup 52
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170+ Women in Sales Share Their Career-Defining Aha Moment

Sales Hacker

Cassie is an operating partner at Primary Venture Partners, where she works closely with Primary’s portfolio companies to help them build, scale and optimize their go-to-market efforts. It took me a long time to admit to myself that I don’t enjoy transactional SMB sales. What you do matters, but character matters more.

Scale 130