Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development. Subscribe now Share Clouded Judgement Leave a comment

Cloud 188

Cloud Payment Features Subscription Pricing 188

Clouded Judgement

JUNE 27, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Or at least, they don’t hold if you’re trying to build a breakout company… So many of these markets are still wide open.

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Cloud Sales Hiring Scale Investment 157

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now The Fed Bomb The markets were enjoying a nice little Santa Claus rally until this Wednesday when the Fed decided to shake things up!

Cloud 144

Cloud Banking Payment Features Subscription 144

Clouded Judgement

JUNE 20, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Cost of Intelligence It continues to shock me how quickly the cost of tokens (ie intelligence) has dropped.

Cloud 157

Cloud AI Headcount Pricing 157

Clouded Judgement

JUNE 13, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a real fear among incumbents that they’ll get reduced to dumb databases as the software stack shifts from cloud apps to agents. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 144

Cloud Data AI Investment 144

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Budget Flush Coming? Something that has been on my mind recently - will we see a larger than normal budget flush at the end of this year?

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies.

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! This week, we saw an economic forecast predict Q1 GDP to shrink nearly 3%.

Cloud 157

Cloud Forecasting Subscription Payment Features 157

SaaStr

OCTOBER 16, 2024

So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. Quality Management is Their Biggest AI Play at the Moment This makes sense. SBC has become a much bigger issue in SaaS and Cloud the past 2+ years as the markets have focused on true efficiency and profitability.

Scale 275

Scale SMB Compensation Cloud 275

Clouded Judgement

JUNE 6, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now How to Spot ERR Last March (crazy it’s already been a year since I wrote this post!) I wrote an article about ERR vs ARR.

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

SaaStr

OCTOBER 23, 2024

A mobile phone is their dominant source of managing business activities. The mobile phone user has the highest NPS as a BILL user because it’s super simple and easy, and the clerk does all the data entry, pulling everything in and managing it. If we go back to 2006, BILL was a cloud-based company. That’s the hard part.

SMB 297

SMB Payment Services Payments Payment Methods 297

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

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Cloud AWS Azure AI 311

Clouded Judgement

MAY 16, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Net New ARR Trends We’re about halfway through Q1 ‘25 earnings season. For some public companies, they disclose ARR.

Trends 144

Trends Cloud Subscription Payment Features 144

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Signal can come from many places (sales team notes, customer support tickets, etc) IT Incident Management: Similar to the security alert example. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies.

Cloud 144

Cloud Software Payment Features Subscription 144

SaaStr

JULY 4, 2025

The Numbers Tell the Story: Monday.com Q1 2025 : 30% growth, $282M revenue Asana 2024 : Single-digit growth, struggling with churn Mostly Same Product Category, Mostly Different Customers Both companies build “work management” software. Samsara can charge for specialized fleet management features.

Merchant Services 305

Merchant Services SaaS Payments Payment Services Payments 305

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

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Cloud Scale AWS AI 299

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. An example of a platform shift is the creation of the cloud. Many companies achieved a transformative leap by taking an on-prem solution and migrating it to the cloud, reaping all the associated benefits. Follow along to stay up to date!

Cloud 274

Cloud Venture Capital AI Startup 274

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Shades of 2021 in Venture Markets Private markets are really starting to heat up, and I’m starting to see shades of 2021.

Cloud 317

Cloud AI Investment Metrics 317

SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. The Cloud infra side grew nicely, but growth did slow. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed.

AWS 290

AWS Cloud Azure Investment 290

SaaStr

JUNE 25, 2025

The Problem: Rubrik’s platform handles data across data centers, cloud VMs, databases, object storage, and SaaS applications. ” This highlights a critical insight: AI adoption isn’t just about tool availability—it requires ongoing change management and support.

Cybersecurity 249

Cybersecurity AI Scale CTO Hire 249

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Q4 Earnings Summary This week wrapped up Q4 earning season. I’ll post a more fulsome recap later, but will give a short summary here.

Cloud 284

Cloud Forecasting Subscription Payment Features 284

Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Consider cloud computing: by lowering the cost of infrastructure, the cloud didn’t just shift spend from hardware to cloud services, it expanded the overall market by enabling new companies and applications to emerge.

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

SaaStr

AUGUST 11, 2024

750k-$4m checks for SaaS, Cloud and B2B startups at from $10k-$200k MRR. Algolia and Legacy Investment Talkdesk in BVP Cloud 100! RevenueCat is the market leader for managing mobile subscription apps, with over 30% of U.S.-based based mobile subscription apps using their SDK and API to manage mobile subsriptions.

Cloud 290

Cloud AI Generative AI CTO 290

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! I believe this sums up a lot of the debates around “too much capex too little revenue.”

Cloud 288

Cloud AI Investment User Experience 288

Tom Tunguz

JUNE 22, 2023

MotherDuck announced their product, managed DuckDB in the cloud, is available by invitation. MotherDuck extends DuckDB to the cloud. Then I wanted to share a lead list internally at Theory, so I connected this database to the MotherDuck cloud, created a link, & voila. I’ve been a beta tester for a few weeks.

Cloud 235

Cloud Data Management 235

Tom Tunguz

OCTOBER 22, 2022

Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud. They will manage their own servers to reduce the $3m annual AWS bill by 60%. Basecamp’s 60% reduction in cloud COGS isn’t anomalous. Inspecting & controlling cloud costs may be the more appealing path.

Sales Hiring 266

Sales Hiring Cloud AWS Sales 266

SaaStr

NOVEMBER 29, 2024

And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. So many execs I talk to mainly want to manage a team. However, it is true that it’s different today. Start-ups, scale-ups and public companies in 2021 would hire a lot of folks they just wouldn’t hire today. In 2021, it was the opposite.

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Sales Hiring Scale Marketing SaaS 275

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Frontegg

JUNE 23, 2025

Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?

Cloud 52

Cloud Underperforming Technical Team Management compliance 52

Clouded Judgement

SEPTEMBER 13, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now 2024 Estimates Q2 earnings season is now behind us. One metric I like to examine is how much companies adjust their full-year guidance.

Cloud 252

Cloud Forecasting Metrics Payment Features 252

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. We’re still in the early days of the cloud.” Follow along to stay up to date!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

SaaStr

MAY 23, 2022

The Cloud is bigger than ever, CIOs are buying more than ever, and SaaS is still on a roll. So many of you will want to manage the burn more carefully. Have a firm, management-team wide burn rate budget. The post 10 Tips to Help Manage the Burn appeared first on SaaStr. But you can’t cut your way to growth.

Sales Hiring 313

Sales Hiring Management Airlines Venture Capital 313

SaaStr

JUNE 26, 2025

Their Service Cloud helps businesses “deflect 30% of cases” out of the box. ” Support reps have become AI managers, configuring and overseeing agents rather than answering every Tier 1 ticket. Our AI agents are enhancing jobs, not replacing them.” Sales is heading down the same path, just 18-24 months behind.

AI 259

AI Sales Generative AI Pricing 259

Clouded Judgement

NOVEMBER 18, 2024

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions.

Benchmarks 299

Benchmarks Payments Payment Services SaaS Payments 299

SaaStr

MARCH 13, 2024

Over the next 12-18 months, Ultimate will make chatbots launch faster, with less effort to manage, and they’ll go live without all the extra work. Looking at previous waves like Cloud and data, we’re in the 15th year of Cloud, and it’s still not done. In addition to speed, you want to play the long game.

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Generative AI AI Cloud Startup 265