Clouded Judgement

MAY 31, 2024

And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

JULY 26, 2024

Subscribe now Big Week of AI! This week had a number of important AI announcements. Mistral announced Mistral Large 2 , their newest flagship model. Open source is now on par with state of the art proprietary models. This will have important implications on the business models / profit margins of key model players.

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

Clouded Judgement

MARCH 31, 2023

How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. If you want to use Notion AI, the cost is $16 / user / month.

Cloud 130

Cloud Sales Hiring AI Headcount 130

Intercom, Inc.

JANUARY 24, 2019

He joined me for a chat that ranged from the role of AI to how they choose startups to incubate. Customer nurturing now starts from the first touch, and AI can help with that. Obviously we’ve seen a lot of changes in terms of tech and business models, but what would you say has stayed the same in that space?

Scale 151

Scale Machine Learning Artificial Intelligence Technical Review 151

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. But growing with a usage-model is not as straightforward as traditional subscription SaaS. Then they tell their boss what to buy. Land-and-expand is real.

Scale 98

Scale Pricing Scaling AWS 98

SaaStr

OCTOBER 31, 2019

It was around that time about 12 years ago that Jeff Bezos launched AWS, and some of you may remember that, when he did this, Wall Street analysts were looking at him and saying, “Why would you take what’s already a very unprofitable business and drive it further into the red by investing in this AWS initiative?”

Cloud 113

Cloud Scale AWS Machine Learning 113

Casey Accidental

DECEMBER 11, 2023

This year, topics ranged broadly from incorporating AI to deliver world-class consumer experiences to defining and measuring different forms of community-powered growth. Historically, the factor that most people use as a heuristic is the business model. You can read parts 1 and 2 here and here. B2B requires suite expansion.

Payments 113

Payments Scale Payment Solutions Technical Review 113

ProfitWell

SEPTEMBER 10, 2020

By almost all key metrics, now is a great time to get into the SaaS business model. Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. AI Integrations.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

User Pilot

APRIL 30, 2024

It’s suitable for businesses wanting control over their infrastructure and the ability to scale. Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

SaaStr

AUGUST 22, 2020

Five people in the digital team were looking at blockchain projects and three people on that digital team were looking for long term AI transformation. If there’s a social security number and other pieces of AI, then automatically it’s limited to this org or this subset of the org. Is AWS in the lead?

Sales Recruiting 207

Sales Recruiting Cloud CTO Hire Sales Hiring 207

ProfitWell

SEPTEMBER 25, 2019

One of the most famous lines from Citizen Kane is, “It's no trick to make an awful lot of money, if that's all you want is to do is make a lot of money.” That’s never been truer for software businesses in particular than in the past 10-15 years, with the internet stimulating an explosion in the number of viable revenue models.

Payments 40

Payments Revenue Payment Methods SaaS Payments 40

SaaStr

MARCH 1, 2024

Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. We’re at the beginning of a platform shift, and for the first time, GenAI has become accessible to more than just the mega businesses of the world.

Generative AI 286

Generative AI Outsourcing Services AI Software Review 286

Point Nine Land

JANUARY 30, 2019

How the AI wave could impact the B2B software industry in the next decade Last year I explained in a video, embedded below, that I believed the B2B software industry was entering a new stage: the SaaS wave was now in its deployment phase, and at the same time, the next big innovation wave, driven by AI, was in its installation phase.

AI Search 70

AI Search AI B2B Software 70

Clouded Judgement

FEBRUARY 21, 2025

Subscribe now The Platform Evolution Cycle I think we’re entering a really interesting point in the AI platform shift. I call this the “Reinvention Loop", and I think we’re just starting to hit this point in the AI platform shift. This is why we’re seeing some of these AI companies scale as quickly as they are.

Cloud 157

Cloud AI Search Scale AI 157

SaaStr

MAY 21, 2019

78 times in the AWS … ADABAS was referenced in the Amazon press release and earnings announcement. Byron : Now, over the weekend, as some of us were watching kind of a snooze fest football game, maybe drinking a beer which apparently has corn syrup in it, who knew? Twice for retail. Sky is falling, world is ending, hunker down.

Cloud 200

Cloud Scale Finance Retention 200