Remove 2008 Remove AWS Remove Metrics
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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. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 299
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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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Top 30 SaaS Companies in India

SmartKarrot

Companies can create content that increases conversions and dialogues by using the tool’s metrics. The company offers many solutions that help to automate all of the sales process’s repetitive chores, such as sending follow-up emails and tracking engagement metrics. Capillary Technologies.

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Key Lessons from a $5B SaaS Category Leader (Video + Transcript)

SaaStr

And those of us and those of you who are involved in these companies, even the successful ones look an awful lot more like this. And so we funded it in 2006 that full product didn’t come out until 2008. And a lot of our SaaS efficiency metrics were worse because of those competitive dynamics.

SaaS 187
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David Barrett, CEO of Expensify: Good Intentions, Bad Advice: How to Keep Your Board Aligned with Your Vision (Video + Transcript)

SaaStr

It’s a brutal, awful slog in the start. I would say, it’s always good to call out just how awful it is to be a founder, to be an entrepreneur, because that is a unique perspective that you bring to the board room that no one else shares. There’s details, metrics, and no one cared. Is that about the…?