Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. This is likely due to a move up-market where larger buyers seek professional services to deploy infrastructure. Yesterday, Cloudflare announced earnings. Channel sales have become stronger.

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. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 183

AI Revenue Cloud Technical Advisors 183

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 145

Generative AI AI Enterprise Artificial Intelligence 145

Chart Mogul

DECEMBER 22, 2021

Both the apps now let you and your team log in easily via QR codes. 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.

Software Review 52

Software Review Systems Review Payment Features PayPal 52