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

Clouded Judgement

MARCH 22, 2024

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

AI 183
AI Revenue Cloud Technical Advisors 183
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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 145
Generative AI AI Enterprise Artificial Intelligence 145
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