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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. A strong data foundation is critical for an effective AI strategy! Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth.

AWS 293
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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

First, SaaS is a business strategy, not a technology strategy. It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype. There is a non-zero cost to learning about the size of the gap between features and benefits.

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Managing infrastructure costs as your company grows

Intercom, Inc.

Startups are designed to grow quickly, but high growth rates can generate huge costs as new infrastructure is introduced and scaled to meet demand. Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). Zero touch costs. Prioritize by impact.