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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.

Cloud 167
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Scaling Success: Digital Entrepreneurship and SaaS Exits

FastSpring

and now very big in the case of, say, a zero, which is cloud accounting software. So one of the best tactics that most people won’t do is to point out the weaknesses in the business. Blake Hutchison (29:53) Our churn rate is poor, but we actually know why. saying, show your weakness. And I’ve done that.

Scale 120
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Why MGI Research Ranked BluLogix a Top Agile Billing Platform in 2025

Blulogix

By BluLogix Team Why MGI Research Ranked BluLogix a Top Agile Billing Platform in 2025 In May 2025, BluLogix was recognized by MGI Research in its Agile Billing Top 50 Buyer’s Guide —a definitive analysis of the top billing platforms for businesses navigating modern monetization.

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GTM 148: Winning Every Tech Shift from a 3X Founder (From Internet to AI)

Sales Hacker

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Sean Whiteley is a three-time founder and the current CEO of Qualified, the AI pipeline automation platform purpose-built for inbound GTM teams. From the on-premise and internet era to cloud computing and now ai, he shares our expectations.

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AI Engineer World's Fair 2025: My Day 1 Highlights

Crafty CTO

He compares today’s state of AI today to early days in physics where the Standard Model was developed and ended up serving physics almost unchanged through today. Sharma shows us some significant new capabilities arriving in Copilot, and with her team presents a couple different agentic app solutions.

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App User Retention is Declining? 13+ Long Term Strategies & Quick Wins

User Pilot

Many product teams know this feeling: mobile user retention is dropping, even after big updates and splashy feature releases. Complex onboarding: 74% of users abandon an app after a poor onboarding experience. Poor UX: If your app is difficult to navigate or lacks a clear layout, users wont hesitate to abandon it.

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SaaStr Classic: Jyoti Bansal of Harness.io and AppDynamics; Dev Ittycheria of MongoDB (Video + Transcript)

SaaStr

You can have the great product and a great team, but the market of small or very niche. The second one is the team, obviously depending on how earlier the team has a huge factor because you may be so early in your journey that there’s nothing else to point to, but the track record of the team. Jyoti Bansal: Yeah.