Clouded Judgement

JUNE 20, 2025

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 157

Cloud AI Headcount Pricing 157

Clouded Judgement

MARCH 21, 2025

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 188

Cloud Payment Features Subscription Pricing 188

SaaStr

JUNE 14, 2025

That’s not just viral growth – that’s a fundamental shift in how humans interact with information. It hit 1 billion searches per day in under a year : Let’s put this in perspective: ChatGPT compressed what took Google over a decade into roughly 300 days. The AI Adoption Explosion Across the Board But ChatGPT isn’t alone.

ChatGPT 197

ChatGPT AI Search AI Growth Hacking 197

Clouded Judgement

JUNE 13, 2025

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Data AI Investment 144

TechEmpower SaaS

OCTOBER 9, 2023

This has significantly reduced the time team members spend searching for information, enabling them to stay focused on their core tasks. For businesses, this means tapping into a broader informational spectrum without the need for manual data entry or updates. or "How can I modify my direct deposit account?"

AI Search 519

AI Search Artificial Intelligence Generative AI AI 519

Clouded Judgement

DECEMBER 20, 2024

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Banking Payment Features Subscription 144

Clouded Judgement

JUNE 6, 2025

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

SaaStr

MARCH 16, 2025

The 10th marketing hire is the most critical inflection point for team scaling – This is where informal processes break down and requires a complete rethinking of how the team operates. The One Thing Every Marketing Team Needs to Master: Focus When it comes to marketing, the most common mistake is trying to do too much at once.

Scale 213

Scale Sales Hiring Scaling Marketing 213

SaaStr

DECEMBER 17, 2024

“We’ve never had a leak of information,” he notes. A colleague’s feedback became a crucial lesson: “If you make a change and there’s more questions that come from it, it’s probably not helpful for transparency.”

Management 274

Management Scale Company Culture Forecasting 274

SaaStr

MAY 16, 2025

If an investor drags out diligence for 30+ days or keeps asking for more and more information, they might not be serious or could be using the time to hedge their bets elsewhere. If theyre vague about timelines or keep delaying a decision, they might not be fully committedor worse, theyre just fishing for information.

Investment 163

Investment Startup Communication Engagement 163

Clouded Judgement

JANUARY 24, 2025

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

The Daily Egg

JUNE 17, 2025

With AI and LLMs shaping how people search for and find information online, SEO could be the very thing you need to ensure your brand. The post Why SEO Is Important (Even If You Don’t Rely on Google) appeared first on The Daily Egg.

AI Search 207

AI Search AI Branding 207

SaaStr

JUNE 13, 2025

His public experimentation with AI tools doesn’t just inform his own thinking – it signals to every HubSpot employee that AI exploration is not just allowed, it’s expected. HubSpot’s Dharmesh Shah is a perfect example of this. It cascades down through middle management.

Sales Hiring 222

Sales Hiring Artificial Intelligence AI Sales Recruiting 222

Clouded Judgement

MARCH 7, 2025

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 157

Cloud Forecasting Payment Features Subscription 157

Clouded Judgement

FEBRUARY 14, 2025

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Software Payment Features Subscription 144

Clouded Judgement

OCTOBER 11, 2024

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Cloud 167

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

SaaStr

JANUARY 17, 2025

The panel agreed that AI-powered SaaS applications will enable: More personalized workflows Natural language interfaces replacing traditional dashboards Automated synthesis of information across products Strategic Considerations for AI Implementation For companies looking to integrate AI into their products, the panel offered several strategic considerations: (..)

AI 261

AI Cybersecurity User Experience Scaling 261

SaaStr

FEBRUARY 7, 2025

The ROI of AI Needs to Be Measurable Dialpad’s success comes from relentlessly focusing on customer value: Customer success metrics : One customer achieved 20% efficiency gains in workflow improvement Specific use cases : AI Recaps feature distills key information from calls in real-time Continuous measurement : Use telemetry and observability (..)

AI 234

AI Scale Government compliance 234

Clouded Judgement

MAY 16, 2025

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Trends 144

Trends Cloud Payment Features Subscription 144

SaaStr

JUNE 19, 2025

At our portfolio company Acme Corp, it took us 6 weeks of daily training to get our AI SDR tool performing at the level of our top human SDRs.

Scale 235

Scale AI Sales Hiring Sales 235

SaaStr

NOVEMBER 8, 2024

Zoominfo was one of the first tools for looking up your buyer’s contact information. Capturing information about companies and doing research. Then Outreach came along to email a bunch of people at once, followed by Gong for call recording, and so on. We’re starting to see that change with the introduction of AI.

AI Search 273

AI Search Sales Hiring AI Systems Review 273

SaaStr

NOVEMBER 7, 2024

AI is good at summarizing information right now and is on the cusp of reasoning. What Are We Most Underprepared For With AI “I don’t know if everyone realizes how much better these models are going to get over the next couple of years,” Aaref shares. Five years ago, there was nothing. Today, things are relatively good.

AI 261

AI Artificial Intelligence ChatGPT Mobile 261

SaaStr

MAY 20, 2025

Co-founders Brian Halligan and Dharmesh Shah recognized that buyers didn’t want to be interrupted by adsthey wanted helpful information. The HubSpot Journey: From Inbound Marketing to Complete CRM+ Platform HubSpot began with an idea in 2006: to own the inbound marketing space.

SMB 265

SMB Scale Education AI 265

Clouded Judgement

JULY 16, 2024

The document contains a plethora of information on the company including a general overview, up to date financials, risk factors to the business, cap table highlights and much more. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions.

Benchmarks 295

Benchmarks Data Artificial Intelligence Machine Learning 295

Payrix

FEBRUARY 4, 2025

Terms related to card acceptance Acceptance marks Signifies which payment brands are accepted at a merchant location and provides the cardholder with information on where his or her card can be used. Payment gateway Facilitates the transfer of information between a payment portal and the front-end processor or acquiring bank.

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

Buffer Resources

JULY 31, 2024

This article will share content curation sources that will help you become your audience’s favorite, go-to place for information. 😉) But there are also more niche newsletters like Lia Haberman’s ICYMI for influencer marketing information and The Publish Press’s newsletter if you’re into the creator economy.

Social Media 106

Social Media Software Review Trends Content Marketing 106

SaaStr

MARCH 12, 2025

For high-consideration purchases, “long copy sells” – Despite our short attention span world, buyers of enterprise software will read your 12-page white paper and attend hour-long demos if they provide valuable information.

Sales Hiring 190

Sales Hiring Marketing Technical Review Underperforming Technical Team 190

Clouded Judgement

FEBRUARY 7, 2025

Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter"). Subscribe now Share Clouded Judgement Leave a comment

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

MAY 24, 2025

Data-Driven Territory Planning The company uses data analysis to score and evaluate the potential of different territories, such as city blocks, and uses this information to inform decisions on resourcing, territory building, and compensation. This enables them to optimize their sales team deployment and maximize productivity.

Strategy 136

Strategy Payment Solutions Payment Methods SMB 136

SaaStr

SEPTEMBER 26, 2023

Thanks to OpenAI and a bunch of foundation models where you can start with a text prompt and generate a lot of information, we have incredible power. It’s how decision-makers make informed decisions. How much information can you gather and now dissect and then make informed, insightful decisions that empower action?

AI 311

AI Generative AI Venture Capital SaaS 311