Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today
Clouded Judgement
MARCH 22, 2024
This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. And because the AI (particularly generative AI) space has so recently come on the scene, there aren’t a huge number of vendors! Do you have ARR or ERR? in December, unemployment to be 4.0%
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