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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

The “old” default TAM logic goes like this: # developers × $20/month = market size. because Copilot started charging $20 / month / dev) Call it ~$7B globally (~30m developers x $20 x 12 months). A contract review tool that quietly has lawyers behind the scenes. Take AI code editors like Cursor or Claude Code.

Cloud 167
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Our Worst Vendor Launched a Great New Feature Today. And Just Like That—I’m Back

SaaStr

To fully rebuild trust, they need to: Maintain this new momentum with regular meaningful updates Improve their core platform stability issues Revamp their customer support processes Demonstrate they’ve truly changed their approach to product development But we’re back. Six weeks later, they renewed with us instead.”

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Buying your next SaaS app: Get answers to 7 key InfoSec questions

BetterCloud

Your company gets a contract that outlines SaaS security responsibilities. SaaS vendor obligation Thanks to the shared security model, both the SaaS vendor and the customer have responsibility. Contracts: What are key terms and conditions? Incidence response plans: What does the vendor do in the event of a breach?

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Credit Card Merchant Services: What to Look for (and What Most Businesses Miss)

Stax

Transparent contracts and customer support Hidden fees, long-term lock-ins, and vague terms can turn a payment processor into a liability. Look for providers that offer clear pricing, straightforward contracts, and responsive support. Ignoring integration costs and headaches.

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Authentication as a Service: 5 Components and Critical Best Practices

Frontegg

It allows organizations to outsource their authentication needs, reducing the burden of managing and maintaining this critical security component in-house. He has led initiatives at Ping Identity and DevNetwork to enhance developer tools, authentication processes, and user experiences. What Is Authentication as a Service?

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What is SaaS accounting? Types, Key Metrics and Automation

How To Buy Saas

Expense Management: SaaS companies have to spend often on various aspects like product development, marketing costs, customer support facilities, and much more. You can work on developing cash flow forecasts and try to automate your billing and payment processes to smoothen this process and improve efficiency.

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LangChain vs LlamaIndex vs Flowise: Top LLM Frameworks Compared

How To Buy Saas

more efficiently, developers rely on LLM orchestration frameworks. Well break down key features (multilingual support, ease-of-use, RAG support, community size, learning curve, use cases) and share examples from real projects. The generative AI revolution has driven explosive growth in Large Language Model (LLM) applications.