Azure, Business Model, Headcount and Software Review

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. Why do software companies get “credit” simply for revenue? Follow along to stay up to date!

AI Revenue Cloud Technical Advisors

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

Andreessen Horowitz

MARCH 21, 2024

Leaders are starting to reallocate AI investments to recurring software budget lines. In 2024, however, many leaders are reallocating that spend to more permanent software line items; fewer than a quarter reported that genAI spend will come from innovation budgets this year. healthcare and financial services).

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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