Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. net retention and CAC payback).

Cloud 177

Cloud Software Azure AWS 177

Andreessen Horowitz

MARCH 21, 2024

Some naysayers doubted that genAI could scale into the enterprise at all. On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. Simply having an API to a model provider isn’t enough to build and deploy generative AI solutions at scale.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

SaaStr

NOVEMBER 4, 2021

The “Rule of 40” is one of the most commonly cited valuation benchmarks in SaaS for both public and private companies. While SaaS is an amazingly transparent community with abundant benchmarking resources, there are much fewer publicly available studies that allow an analysis of the underlying drivers of “Rule of 40.”

SaaS 273

SaaS Technical Review Benchmarks Azure 273

Clouded Judgement

JUNE 20, 2023

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. net retention and CAC payback). My interpretation is we’re in the bottoming phase.

Cloud 161

Cloud Software Benchmarks Scale 161

Andreessen Horowitz

SEPTEMBER 25, 2023

03:08] Data wars [04:28] Big vs. small LLMs [08:13] Fine-tuning [13:52] Open source AI [17:51] Benchmarks are b t [19:30] Why Ali isn’t afraid of AI Why is it so hard for enterprise to adopt AI? The Mosaic guys just figured out how to do that at scale for others. Ali: There’s a scaling law.

AI 97

AI Enterprise Artificial Intelligence Generative AI 97

All that Saas

JULY 8, 2021

The software integrates well with over 65 tools like Microsoft Azure, Google Compute Engine, Google App Engine, and many others to deliver a seamless user experience. One of the best features of Twilio is its ability to handle expansion and scale according to the business growth rate.

Software Review 52

Software Review Marketing Software Scale 52