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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

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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).

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A Look Back: “SaaS Metrics Masterclass: Key Business Metrics, Pricing Strategies and Billing Models with Stripe’s Head of France and Southern Europe, Guillaume Princen” (Video + Transcript)

SaaStr

And account management, which is basically around for retention and also upsell of different products. When Patrick and John in 2010 were at Y Combinator and spend their days doing office hours with the whole Y Combinator and a little water in the valley. These are fundamentally different models. Again, there’s no rule here.

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Top 10 Tools to Get Your App PLG-d

Frontegg

Product-Led Growth (PLG) is a consumer-centric scaling, conversion, and retention philosophy that uses the product itself as the primary growth driver. Founded : 2011 Known customers: Facebook, IBM, Microsoft, AWS, Unity, Udemy, Shopify Price starts at: $38/month per user. #2 Best For: Product Adoption.

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Using Product Led Growth as an Indicator for Investment w/OpenView Venture Partner, Ashley Smith (Video + Transcript)

SaaStr

At Twilio, I think my entire job there my first two years was throwing t-shirts at people, because everyone had a Twilio t-shirt I think in the developer community in 2010, and that was our marketing strategy. Its product drives the acquisition, retention and expansion. But it worked. They wanted to tell their friends about it.

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The decade software ate the world

Intercom, Inc.

To give some perspective, there were about 300 million smartphones sold in 2010. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing. There are about 3.2 What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

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How to Retain Employees For 10+ Years with Alf Ruppert

FastSpring

And for the past 17 years, Alf has grown the company without any external funding and maintained a strong employee retention rate. In 2006, founded iOSXpert — now the largest partner of the Mac-based CRM and project management software Daylite. And we did this together. And it was huge success.