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

Clouded Judgement

First, it models out the annual cash flow of a businesses (say 10 years out), and discounts the future value of those cash flows back to present value (this is why software businesses are sensitive to interest rates - as rates go up, so does the discount rate). , you’d build a DCF (discounted cash flow) analysis. Do you have ARR or ERR?

AI 190
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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
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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure. A natural question is “why do we have two tiers?

Data 130
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ChartMogul 2021: Year in Review

Chart Mogul

We also added the ability to filter via “is present operator” and “is at least one of” logic within our filters. This year, we also migrated ChartMogul to AWS cloud. This year, we added 17 new members to our team, growing our headcount from 43 at the start of the year to 60 now (up 39% YoY).

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Altitude 2019 Recap: SaaSOps Is a Thing

BetterCloud

For all the slides that were presented at Altitude 2019, check out our SlideShare. Much to our attendees’ delight, he also unveiled a whopping 32 new integrations to support SaaS apps like Zoom, Atlassian, DocuSign, GitHub, OneLogin, PagerDuty, AWS, Tableau, Duo, Splunk, Datadog, and more. Yup, SaaSOps is a thing. Automation.

Scale 45
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Altitude 2019 Recap: SaaSOps Is a Thing

BetterCloud

For all the slides that were presented at Altitude 2019, check out our SlideShare. Much to our attendees’ delight, he also unveiled a whopping 32 new integrations to support SaaS apps like Zoom, Atlassian, DocuSign, GitHub, OneLogin, PagerDuty, AWS, Tableau, Duo, Splunk, Datadog, and more. Yup, SaaSOps is a thing. Automation.

Scale 40