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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

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. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

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

Clouded Judgement

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. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan.

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

Andreessen Horowitz

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.

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Best Applicant Tracking Systems for 2025

How To Buy Saas

In this guide, well explore the best applicant tracking systems of 2025 , covering both cloud and on-premise options, their key features, pricing, pros/cons, and ideal use cases. Breezy HR Best Free ATS for Small Businesses Pricing: Key Features: Ideal Use Case: 2. What ATS is best for small businesses or startups?

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ChartMogul 2021: Year in Review

Chart Mogul

We also added support for relationship invoicing, recurring components, cancellations, discounts, differential pricing, and the option to exclude tax from your MRR calculations. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. We hope to be always there for you :). 6 customer case-studies.

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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Everyone is going to have a pricing page, check the box, function app, and feature parity on everything that is AI and B2B, everyone. Is there a bubble?