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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Year of “Enterprise AI” One of the biggest challenges facing AI systems in enterprises today is the “last mile” problem: how do you make AI both reliable and accurate for specific enterprise use cases?

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IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders

SaaStr

IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders. What’s emerging is a new paradigm: Vertical AI, where foundation models are specialized for specific industries and use cases. The WatsonX Platform Deep Dive What’s Actually Different Here WatsonX isn’t just another AI platform.

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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

At SaaStr’s AI Summit during the SaaStr Annual , René chatted with SaaStr CEO and founder Jason Lemkin about how BILL has reached half a million customers and $1.3B He had the idea that the Cloud, not called the Cloud back then, would enable two entities to see the same transaction from their perspective. in revenue.

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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! What VCs Are Funding in AI Today The AI funding landscape has evolved rapidly in 2023-2024.

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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now “Grouping + AI” for Triage One area I’m quite excited to see AI revolutionize is “grouping + triage” workflows. Many of them AI based. Not the best start to cloud software earnings season!

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How to Solve Unsolvable Problems with Generative AI for Startups with Google Cloud

SaaStr

Is Generative AI going to be transformative or incremental for your startup? Are you re-vampimg your entire product roadmap, or sprinkling AI in along the way? A panel of AI-driven organizations took the stage at SaaStr Annual to talk about the trends and opportunities of GenAI and how it’s shaped their companies.

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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. There were also quite a few questions around cost and compliance. There were also quite a few questions around cost and compliance.

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