Clouded Judgement

JUNE 19, 2024

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SmartKarrot

MARCH 4, 2021

Partner with the Talent Acquisition Team to build a market-leading Customer Success team. Provide functional coaching and mentorship around Customer Success performance, enabling the team to level-up in their careers. Establish, drive, and iterate on metrics and KPI’s for the team. We can only improve what we can measure.

Customer Success 10

Customer Success Sales Recruiting Cost optimization & reporting Leadership 10

SmartKarrot

DECEMBER 16, 2021

Did you know that the more a company invests in CX, the more cost-optimized that particular account becomes? By prioritizing experience, you save money in the long-term, making each existing customer more profitable and thereby reducing efforts needed for new customer acquisition.

Technical Review 11

Technical Review Technology Cost optimization & reporting Customer Lifetime Value 11

Tom Tunguz

JANUARY 21, 2025

We’re seeing this occur within our startups Transition: Speaking of cost, let’s talk about the expense of AI Slide 11 Clearing: In the 24 months after chatGPT3 was released, a parameter race was unleashed where the sizes of models became ever larger, culminating most recently with Lama 3.3 at 450 billion parameters.

Data 100

Data AI Search Scale Software Engineering 100