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The New Rules of AI Investing: Why Speed Beats Strategy and Labor Budget Is the New Software Budget with Google Cloud’s COO

SaaStr

Companies like Abridge in Bessemer’s portfolio are selling “tens of millions of dollars of contract value to large hospital systems” by automating medical scribing and back-office operationsdirectly replacing labor costs rather than just improving software efficiency.

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Embedded Payments in 2024: A year in review for platforms | Episode 44

Payrix

The conversation unpacked notable trends, challenges, and opportunities for software companies navigating this dynamic landscape. While this trend offers businesses a way to offset processing expenses, it has also drawn increased scrutiny from regulators and brands. There is a lot of material out there.

Payments 130
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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

Under his leadership, DoNotPay has pioneered the use of AI for consumer advocacy, including developing sophisticated AI negotiation systems. The panelists emphasized that vertical software is particularly well-suited for AI implementation due to its contained workflows and specific use cases.

AI 196
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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now “Grouping + AI” for Triage One area I’m quite excited to see AI revolutionize is “grouping + triage” workflows. Group related incidents or tickets by severity to help prioritize.

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Top 10 Trends for Data in 2024

Tom Tunguz

At the IMPACT Summit yesterday, I shared our Top 10 Trends for Data in 2024. Most sophisticated data teams run like software engineering teams with product requirement documents, ticketing systems, & sprints. Looker did this within the context of a BI system. Second, they change the way that we manipulate data.

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Clouded Judgement 6.6.25 - How to Spot ERR

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. This “misuse of ARR” trend has accelerated in the age of AI, as business models have evolved (into more usage/success-based vs. seat-based), and everyone is tinkering with new AI products. Follow along to stay up to date!

Cloud 144
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Sales Technology: 3 Trends You Need to Know

Intercom, Inc.

Below, we take a closer look at the top three trends in the sales tech landscape to consider when choosing the right software for your sales organization. When reviewing your sales tech stack, it’s important to remember that a tool is not a strategy. Create consistent, customer-centric experiences.