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

Clouded Judgement

.” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Do you have ARR or ERR?

AI 183
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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. Buildium’s valuation highlights how the idea that all revenue needs to be recurring doesn’t take any sort of nuance into consideration.

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It’s a Rough Time to Be a Startup – Here’s What You Can Do About It

OpenView Labs

That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). Tools like Outreach – which recently reached unicorn status – make it exceedingly easy to contact potential prospects across all channels at scale.

Scale 70
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It’s a Rough Time to Be a Startup – Here’s What You Can Do About It

OpenView Labs

That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). Tools like Outreach – which recently reached unicorn status – make it exceedingly easy to contact potential prospects across all channels at scale.

Scale 51
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It’s a Rough Time to Be a Startup – Here’s What You Can Do About It

OpenView Labs

That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). Tools like Outreach – which recently reached unicorn status – make it exceedingly easy to contact potential prospects across all channels at scale.

Scale 40