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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Any disruption of service at this facility could harm our business… We currently intend to add a second data center facility in 2008, the primary purpose of which is to add capacity. Fast forward to the launch of AWS and the public cloud. ” This used to be how companies scaled! So why try and compete now?

Cloud 299
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10 Observations from Dropbox's S1

The Angel VC

When Salesforce had around $1B in revenue, in 2008, it had around 3,300 employees, so at that time its revenue per employee was around $327,000. 8 – Weaning off AWS Look at this. For what it’s worth, this also gives you a hint on the margins of AWS. #9 If you know or have an idea what I’m missing here, I’d love to hear it! #8

AWS 187
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Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176
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Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

Wayfair CEO compared the drop in spend to home goods to the 2008 financial crisis: “Customers remain cautious in their spending on the home and our credit card data suggests that the category was down by nearly 25% from the peak we saw in the fourth quarter of 2021. Consumers appear to be slowing down.

Cloud 157
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Salesforce’s Mike Kreaden on how to build a platform to drive growth

Intercom, Inc.

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. We had already achieved the mission, so after 2008 we backed off the pedal, so to speak. “We’re really trying to accelerate success.

Scale 151
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The 10-Point Strategy for Leading Sales Teams in a Recession

Sales Hacker

This is an awful place from which to make decisions. I personally had some of the best sales successes during the 2008 recession and I was not the most talented salesperson. Whether you are a sales leader, company founder, or sales professional, you can apply these points to your advantage to set yourself up for growth in a recession.

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More Focus on SaaS Gross Margins in 2020

OPEXEngine

The main drivers of the cost reductions are: Hosting expense, the primary component of COR, has become more competitive, with extensive use of AWS and other hosting and network services. In the following chart for SaaS companies in 2008, you can see average COR as a percentage of Revenue at 40.4%, and average Gross Margins at 59.6%.

Scale 40