Azure, Business Model, Cloud and Headcount

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

Clouded Judgement

MARCH 22, 2024

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. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan.

AI Revenue Cloud Technical Advisors

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

Andreessen Horowitz

MARCH 21, 2024

On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. While some leaders addressed this concern by hosting open source models themselves, others noted that they were prioritizing models with virtual private cloud (VPC) integrations.

Generative AI

Generative AI AI Enterprise Artificial Intelligence

SaaS Brief

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

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

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