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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

The government is going through quite a bit of quantitative tightening. In simplest terms, the government is selling bonds (ie raising cash) to fund operations and pay down interest expenses on the massive debt burden they have. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 183
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Thanks to Cledara, FIS, Insight Assurance, Paragon, and Zeni for Sponsoring SaaStr Annual 2023!

SaaStr

After experiencing the pain of managing software subscriptions first-hand, Cristina, Cledara ‘s Founder and CEO, decided to build a platform that was 100% focused on the customer and solved that very issue. HIPAA Security assessments. Governance, risk and compliance consulting services. Cledara is the result of that.

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Managing infrastructure costs as your company grows

Intercom, Inc.

We evaluate each and every opportunity in our backlog against this framework, using known blockers and constraints as effort inputs, and prioritizing projects based on projected return per investment. Centralize governance. The more you centralize cost governance, the less time you have to spend on it. Invest in the process.

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The UK Is a Fintech Regulatory Superpower

Andreessen Horowitz

In the wake of the financial crisis, the government nationalized one of the largest banks and had to intervene in several others. Today, consumers in the UK use contactless payments for nearly 90% of face-to-face payment transactions. A full 8 years earlier than the U.S.)

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Clouded Judgement 8.25.23 - The Ground Truth of the 10Y and Interest Rates

Clouded Judgement

I won’t go into all of the detail here, but the TLDR is that as the government bank account (the TGA) has shrunk, government debt has also ballooned - the implication is that the government will have to raise money in order to pay off the interest expense on their debt (as well as fund other obligations).

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Clouded Judgement 5.12.23

Clouded Judgement

This is my first time in the UAE and it’s been incredible - it’s amazing to see what’s possible with a business friendly government that is massively committed to diversifying their economy. In business and government, leadership matters!

Cloud 130
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Rubrik: Benchmarking the S-1 Data

Clouded Judgement

The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions. Despite investment in security tools focused on infrastructure security, encompassing networks, applications, endpoints, and identity, cyberattacks continue unabated. Enterprise Edition.