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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. For many current large language models, once they are exposed to domain-specific challenges or niche inquiries—like in-depth product troubleshooting or compliance-related questions—they can stumble.

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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

This gets more challenging when you have stakeholders who aren’t the ones buying the software. He had the idea that the Cloud, not called the Cloud back then, would enable two entities to see the same transaction from their perspective. There was no software yet. If we go back to 2006, BILL was a cloud-based company.

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Snowflake Buys Crunchy Data for $250m, Databricks Buys Neon for $1B. The New AI Database Battle.

SaaStr

Snowflake’s $250 million purchase of Crunchy Data and Databricks’ $1 billion acquisition of Neon represent a fundamental shift in how B2B software companies are preparing for the era of autonomous AI agents. 5 Interesting Learnings from Snowflake at ~$4 Billion in ARR Implications for SaaS and B2B Software 1.

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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The unlock here of “group + triage + agent” will be the backbone for the next wave of software. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. The list goes on.

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IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders

SaaStr

Key areas to watch: Model Efficiency Innovations Enterprise Data Integration Tools Vertical-Specific AI Platforms Industry-Specific AI Applications Governance and Compliance Solutions As always in SaaS, the winners will be those who can move quickly while building sustainable, differentiated solutions.

AI 169
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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. There were also quite a few questions around cost and compliance. And on the latter - there will be more guardrails and structure in place to appease some of the compliance questions. We’re still in the early days of the cloud.”

AWS 302
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SaaS Platform Explainer: Definition, Examples, and How to Grow in the Software as a Service Industry

Stax

The term SaaS platform gets tossed around a lotbut what does it actually mean, and why does it matter for today’s software companies? In this article, we’ll break down what a SaaS platform is, highlight real-world examples, and explore key strategies to succeed in the fast-moving software-as-a-service industry.