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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

MARCH 22, 2024

And because the AI (particularly generative AI) space has so recently come on the scene, there aren’t a huge number of vendors! To summarize - we’re seeing a lot of experimental revenue in the AI space that doesn’t appear to have the same retention qualities of true ARR. Do you have ARR or ERR?

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Kellblog Predictions for 2024

Kellblog

JANUARY 2, 2024

While UBP companies were hit harder, as this slightly confusing slide from Iconiq demonstrates [1], they nevertheless grew faster than their subscription counterparts in 2023. Per LinkedIn , headcount is up 240% over the past two years. Last year was an amazing year for AI, one that both inspired and frightened us. Bombed out.

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Kellblog Predictions for 2024

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