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. On top of that, churn and expansion tend to be quite predictable with low volatility. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Do you have ARR or ERR?
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