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

Clouded Judgement

For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. 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?

AI 190
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Best Applicant Tracking Systems for 2025

How To Buy Saas

Whether youre a startup , an SMB , or a global enterprise , the right ATS can streamline your recruitment process, save time, and help attract top talent in a competitive market. Its tailored more to SMB use cases. Scaling Limits: For an SMB-focused tool, VIVAHR works brilliantly. complex analytics or deep CRM capabilities).

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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. In the SMB space, the biggest problem is onboarding for complex products. But you have to grow revenue faster than headcount. Is there a bubble?