Remove Azure Remove Business Model Remove Cloud
article thumbnail

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. I’m as excited as ever about the long term cloud software markets. Follow along to stay up to date!

Cloud 187
article thumbnail

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Model providers (OpenAI, Anthropic, etc as companies start building out AI). Either way - it’s clear these models are becoming cheaper and more effective, which is an exciting future for AI! Follow along to stay up to date!

Cloud 193
Insiders

Sign Up for our Newsletter

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

article thumbnail

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

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

AI 193
article thumbnail

16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

Enterprises still aren’t comfortable sharing their proprietary data with closed-source model providers out of regulatory or data security concerns—and unsurprisingly, companies whose IP is central to their business model are especially conservative. Cloud is still highly influential in model purchasing decisions.

article thumbnail

SaaS Applications Architecture – The How

Frontegg

Type 1 SaaS Architecture – This type of architecture basically requires runtime and data isolation, but not necessarily on the cloud. Non-cloud use cases like banking and finance businesses. Type 2 SaaS Architecture – Unlike Type 1, this architecture needs runtime and data isolation on the cloud as well.

article thumbnail

25% of B2B SaaS Sales Are Headed to Cloud Marketplaces

OpenView Labs

In February 2020, the public cloud market surpassed a $1 trillion market cap, with a 45% growth rate, as reported in Bessemer Venture Partners’ 2020 State of Cloud report. This data revealed a clear picture of where cloud marketplaces are heading in 2021. Here’s what we learned. . What’s accelerating this marketplace movement?

article thumbnail

Understanding Multi-tenancy, the Keystone of SaaS

CloudGeometry

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The Fundamental Goal of SaaS Tenant Isolation Selling the same software to different users relies on using cloud-based resources that can be leveraged across different customers.