Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. In 2023, the average spend across foundation model APIs, self-hosting, and fine-tuning models was $7M across the dozens of companies we spoke to. Budgets for generative AI are skyrocketing.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

Clouded Judgement

MAY 31, 2024

.” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. And when this happens, growth companies transition to more of a value based valuation metric (FCF or PE). I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. From the S&P to software, consensus was 2023 estimates were too high, and set to fall meaningfully. Let’s imagine a world where we don’t have a recession in 2023. The market was offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

JUNE 20, 2023

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 167

Cloud Software Benchmarks Scale 167

Clouded Judgement

FEBRUARY 17, 2023

Summers","date":"Sun Feb 12 21:48:44 +0000 2023","photos":[],"quoted_tweet":{},"retweet_count":26,"like_count":158,"expanded_url":{"url":"[link] Sees ‘Turbulent’ Time","description":"Former US Treasury Secretary Lawrence H.

Cloud 130

Cloud Azure Payment Features Subscription 130

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 3, 2023

After all, the real headwinds to software started in the Q3 / Q4 2022 timeline, so by Q3 / Q4 2023 we’d start lapping those tough periods. Maybe with the exception of hyperscalers (particularly Azure). It’s actually the complete opposite - there will be more deceleration in Q4 (according to guides).

Software Review 167

Software Review Cloud Software Azure 167

User Pilot

MAY 30, 2023

This will help you unpack the ‘why’ behind customer behavior, monitor important metrics and progress toward KPIs, and most importantly, make data-driven decisions rather than rely on guesswork. Data warehouse – Microsoft Azure Data warehouses are large repositories consolidating data from multiple channels.

Azure 98

Azure Government Marketplace as a Service Pricing 98

SaaStr

JUNE 26, 2024

If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. What this graph shows is that there is no downturn in the mobile economy. It’s a rocket ship.

CTO Hire 148

CTO Hire AI Venture Capital Sales Hiring 148

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). The warehouse is then optimized for efficient access (typically through SQL) to that data, with a number of other properties layered in (like governance, access, security, etc).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

User Pilot

FEBRUARY 6, 2023

If you are wondering how actionable analytics can help you boost product growth in 2023, this post is for you! After collecting data, diagnostic analytics uses data mining to interpret the metrics and make sense of the “why” behind them. Let’s get started.

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

Chart Mogul

DECEMBER 20, 2022

With our new destinations, you can send your clean and tidy revenue data to be combined with other data points in: Amazon S3, Google Cloud, Microsoft Azure , Snowflake, Amazon Redshift, or Google BigQuery. Net and Gross MRR Retention Rates are often considered the most important metrics and SaaS. Try it out. .

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Automation Everywhere Through 2023, SaaS was mostly workflow and dashboards. Security and compliance are strong, with Wiz turning down billions from Google.

Sales Hiring 322

Sales Hiring Scale AI SaaS 322

Full Session

NOVEMBER 16, 2022

Google announced that the Universal Analytics service, which currently finds use in many businesses, will be deprecated on October 1, 2023. It’s a similar service, but there are some significant changes – for example, GA4 measures slightly different metrics, like active users instead of total users, and more. What is FullSession?

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52