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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!

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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!

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ISVs vs SaaS: What’s the Difference?

Stax

While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. ISVs and SaaS providers differ in software distribution, licensing models, hosting responsibilities, support options, upgrade and maintenance procedures, and scalability.

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The decade software ate the world

Intercom, Inc.

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

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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?

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SaaS vs PaaS vs IaaS: How the 3 cloud service models differ | ProfitWell

ProfitWell

The three major cloud service models are SaaS, PaaS, and IaaS. Many business owners do not know the difference between these offerings and are therefore unaware of which option is best for their company. In this article, we'll break down the difference between the three models and help you decide which fits your needs best.

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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.