Tom Tunguz

FEBRUARY 13, 2023

AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. As Google also reported, usage-based pricing models may weather downturns betterbecause the products they meter grow irrespective of headcount growth, a positive sign for infrastructure.

Cloud 216

Cloud Azure Headcount Software Review 216

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. But this is changing - many categories are becoming commoditized leading to massive pricing pressure.

AI 183

AI Revenue Cloud Technical Advisors 183

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. We were surprised that cost wasn’t top of mind, but it reflects the leadership’s current conviction that the excess value created by generative AI will likely far outweigh its price.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

Chart Mogul

DECEMBER 22, 2021

We also added support for relationship invoicing, recurring components, cancellations, discounts, differential pricing, and the option to exclude tax from your MRR calculations. Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 52