Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap
Clouded Judgement
DECEMBER 1, 2023
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. I created this subset to show companies where FCF is a relevant valuation metric. This year, there was tons of experimentation.
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