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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. We saw it during the rise of the cloud. What actually happened was this: Cloud created new pain points and new markets (more data, more sprawl, more teams), which made old categories more valuable. Cloud shifted services to software.

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Bonus Clouded Judgement - Inference Time Compute

Clouded Judgement

The result of bot farms downloading in mass?). DeepSeek came out with R1 and it created huge ripple effects in the tech world, maybe culminating with the DeepSeek app shooting up to #1 in the app store (is this real? What is DeepSeek?

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

Stax

TL;DR SaaS platforms are cloud-based software solutions that offer ready-to-use tools over the internet, enabling businesses to scale operations, improve efficiency, and integrate with other applications without managing infrastructure. No more manual downloads or downtime. Contact sales What is a SaaS Platform?

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Easy Cross Border Transactions With FastSpring as Your MoR

FastSpring

Our platform accommodates one-time purchases or recurring payments , subscription downloads and cloud-based offerings, trials with and without payments, and more. Extensive B2C and B2B Selling Features Sell in all the ways that customers want to buy.

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Best Practices for Deploying & Scaling Embedded Analytics

Deployment: Benefits and drawbacks of hosting on premises or in the cloud. Download the eBook to learn about Best Practices for Deploying & Scaling Embedded Analytics. Application Design: Depending on your capabilities, you can choose either a VM or a container-based approach.

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SaaStr Sponsorships: Access the Elite 68% VP+ Executives Other Platforms Can’t Reach

SaaStr

.” Year-Round Elite Executive Access 5,000,000+ Monthly Touchpoints Across Executive-Focused Channels Our integrated ecosystem ensures continuous visibility among VP+ decision makers throughout their evaluation process: 🎧 #1 Executive B2B Podcast : 240,000+ monthly downloads Top 0.5%

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SaaS vendor management 101

BetterCloud

SaaS vendor management is the comprehensive process of overseeing and managing relationships with third-party software vendors that provide cloud-based services to your organization. So, what is SaaS vendor management? Think of it like being the quarterback of your companys software.