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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. If you wanted to scale users and growth, you needed to scale a physical data infrastructure footprint. Now let’s talk about the AI wave. The explosion of AI GTM solutions is dizzying.

Cloud 302
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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. ” required weeks of developer time to answer.

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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

Activant Capital brought together at SaaStr Annua l a group of break-out next-generation AI enhanced vertical software leaders: the CEOs from Owner.com, Alloy Automation, and DoNotPay. At SaaStr Annual they shared their experiences and insights on implementing AI in vertical software companies. New restaurants up +31% in 1 month!

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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

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? This is what I’m calling “Enterprise AI.”

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The Key to AI Success: Your Data with Oracle Netsuite

SaaStr

EMEA Oracle NetSuite SVP Nicky Tozer and COO Ham Patel took the stage at SaaStr Europa to talk about real-world examples of how traditional and Generative AI can help supercharge your growth. AI is part of that answer. Your data is the other part. That fuel is your data. Using GenAI, you can generate code and documents.

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OneStream: Benchmarking the S1 Data

Clouded Judgement

We can expect the company to start trading on the public markets next Wednesday Subscribe now OneStream Overview From the S1 - “OneStream delivers a unified, AI-enabled and extensible software platform—the Digital Finance Cloud—that modernizes and increases the strategic impact of the Office of the CFO.

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This Week at SaaStr Fund: Algolia in Cloud 100, RevenueCat Launches App Growth Conference, AI Fuels Growth At Gorgias

SaaStr

RevenueCat is the market leader for managing mobile subscription apps, with over 30% of U.S.-based based mobile subscription apps using their SDK and API to manage mobile subsriptions. At SaaStr Annual in September , their CTO will present all the hard data on how it actually works. And what … doesn’t.

Cloud 306