article thumbnail

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

Clouded Judgement

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan. This is for information purposes and should not be construed as an investment recommendation.

AI 183
article thumbnail

Clouded Judgement 3.31.23

Clouded Judgement

The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support. If we believe that AI will ultimately allow us to do “more with less,” we may see headcount growth slow for traditional roles. What do I mean by this?

Cloud 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The 9 best tools for your early-stage startup tech stack

Intercom, Inc.

This is especially important for small teams, where you need to operate at a scale far beyond your headcount (without burning out your team by working around the clock). And more importantly – which ones are really going to deliver a return on investment for your precious (and limited) budget? AWS – Cloud computing.

Scale 163
article thumbnail

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) A natural question is “why do we have two tiers?

Data 130
article thumbnail

4 Traits of Fast-growing SaaS Companies

OpenView Labs

AWS and other infrastructure providers have been using UBP for nearly a decade. The fastest-growing startups allocate only 7% of their headcount to services and supporting their customers (half that of slower-growing startups). . In turn, these headcount costs can go directly towards building and selling the product. .

article thumbnail

Why Self-Service and Product-Led Growth Won’t Replace Sales [Opinion]

Sales Hacker

Publicly-traded, PLG businesses grow faster than their peers and are less reliant on expensive sales and marketing investments to fuel their growth. Sales still makes up 25% of their headcount on average. Flash forward to 2019, and the company grew sales headcount by 66% year-on-year, which is twice the rate of other roles (31%).

article thumbnail

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. At this point Buildium raised $2M from K1 Capital , investing the money primarily in marketing and hiring.