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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! 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.

AI 183
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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). In-product guides and email cadences are low cost ways of steering users towards activation without engineering work or new customer success headcount.

Scale 70
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article thumbnail

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). In-product guides and email cadences are low cost ways of steering users towards activation without engineering work or new customer success headcount.

Scale 51
article thumbnail

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). In-product guides and email cadences are low cost ways of steering users towards activation without engineering work or new customer success headcount.

Scale 40