Clouded Judgement

FEBRUARY 7, 2025

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

APRIL 14, 2025

It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With a New, AI Demo Stage from 100+ Top AI Start-Ups! AI is transforming SaaS, and were dedicating two massive stages to the SaaStr.AI The SaaStr.AI Summit Is Back and Bigger.

VP of Engineering 204

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 204

SaaStr

MARCH 8, 2024

With everything in AI moving so rapidly, what’s the best way to price Artificial Intelligence products or SaaS tools with custom AI features and integrations? Should it be subscriptions, usage, solutions, or something entirely different? Why is pricing so tricky? The costs are dynamic. Usage is volatile. ROI is unproven.

AI 273

AI Artificial Intelligence Pricing SaaS 273

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. The Pace of AI is Increasing Dramatically Something ground-shifting has been happening over the last five years — the pace of innovation. Now, it’s 100+ times.

Generative AI 298

Generative AI Outsourcing Services AI Software Review 298

Tom Tunguz

MAY 11, 2023

Salesforce catalyzed cloud-delivery & annual subscription model in the enterprise, upending decades of selling software with perpetual licenses. What is the distribution advantage AI confers to startups? AI enables ABM-at-scale. The first time a user visits a site AI asks “What do you want to accomplish today?”

AI Search 218

AI Search AI Scale Cloud 218

SaaStr

APRIL 30, 2025

Subscription revenue has accelerated to 31%. Rolling Our AI Products, But Still Early ServiceTitans AI capabilities, like Dispatch Pro and Marketing Pro, are designed to automate tasks, drive insights, and increase customer ROI. Accelerating at Scale. This is So Impressive. This is rare approaching $1B in total ARR: 7.

Payments 147

Payments Payment Services SaaS Payments Payment Solutions 147

SaaStr

MAY 25, 2025

– RevenueCat now powers 1/3d of all new mobile subscriptions world-wide – New Apps using RevenueCat doubled in last 6 months – Powering monetization for ChatGPT, Notion, VSCO, Runna, and pic.twitter.com/McFmCBZ0eE — Jason SaaStr.Ai AI has changed the competitive landscape in almost every cases.

Investment 130

Investment New CTO CTO ChatGPT 130

TechEmpower SaaS

JULY 24, 2023

eCommerce Does your startup run on a subscription model? How many kinds of subscriptions do you support? What are the rules for subscriptions? Artificial Intelligence Does your application leverage AI in any way? How can we use AI to improve the customer experience? What about an AI support assistant?

Innovation 780

Innovation Development CTO Hire Technical Review 780

Tom Tunguz

JANUARY 25, 2024

ServiceNow, a $150b market cap company, made this statement yesterday in their earnings call : “In Q4, our gen AI products drove the largest net new ACV contribution for our first full quarter of any of our new product family releases ever, including our original Pro SKU.” ServiceNow is the most recent. features shipped?)

AI 194

AI Innovation Technology Payment Features 194

Tom Tunguz

OCTOBER 14, 2021

We are thrilled to announce that Redpoint has partnered with Spot AI to lead their $20M Series A. Spot AI enables simple access to insight from video. Spot AI builds an artificially intelligent camera system that stores video, analyzes it, and enables collaboration across a team. Plus, it’s plug and play. Run, Spot, run!

Artificial Intelligence 299

Artificial Intelligence Scale AI Banking 299

Blulogix

MARCH 27, 2025

By BluLogix Team How AI is Transforming Billing Billing has long been a complex and manual process, prone to errors, inefficiencies, and revenue leakage. With businesses adopting diverse pricing modelsranging from subscriptions to usage-based billinglegacy systems often struggle to keep up.

Payments 59

Payments AI Search Payment Services AI 59

Clouded Judgement

JULY 12, 2024

Subscribe now The Red Queen Effect I strongly believe in two competing truths with respect to AI and its impact - the size of the prize will be bigger than we imagine now, BUT we’ll overestimate it in the short term. Right now the world is evolving - AI is a massive platform shift. And I think (for now) the latter is much larger.

Cloud 288

Cloud AI Investment User Experience 288

Clouded Judgement

MARCH 22, 2024

This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally). A huge portion of AI revenue today is truly experimental! If retention deteriorates, the terminal value may very well be 0.

AI 190

AI Cloud Revenue Technical Advisors 190

Blulogix

JANUARY 6, 2025

By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. To succeed, subscription-based organizations must embrace smarter, more integrated approaches to billing, management, and strategy.

Payment Features 52

Payment Features Subscription AI Search compliance 52

Neil Patel

MAY 14, 2021

Well, now it’s possible, thanks to AI copywriting tools powered by machine learning. What Is AI Copywriting and How Does It Work? AI copywriting is essentially computer-generated writing created using natural language processing tools. Then, you set certain parameters for the AI tool to follow. AI Copywriting Limitations.

AI Search 143

AI Search AI Scale Social Media 143

Andreessen Horowitz

SEPTEMBER 13, 2023

It’s been 9 months since ChatGPT was released and 7 months since it became the fastest consumer application to reach 100 million monthly active users , ushering in a new era of generative AI. But other than ChatGPT, how are consumers interacting with generative AI (GenAI) products? Who might be the next “big winner”?

Generative AI 145

Generative AI AI ChatGPT Artificial Intelligence 145

Neil Patel

SEPTEMBER 1, 2021

Artificial intelligence (AI) tools for media let you create content at scale in a previously impossible way and you don’t even need design experience to create something impressive. AI isn’t new. But, these sectors have only scratched the surface of AI capabilities. The KinetiX tech AI tool is free for personal use.

AI 145

AI Artificial Intelligence Scale Social Media 145

Blulogix

MARCH 24, 2025

By BluLogix Team AI Billing Innovations, Usage-Based Pricing, Credits, and Prepaid Models AI Billing Needs a New Approach Unlike traditional SaaS, AI products often require real-time metering and consumption-based pricing. Example: Many AI platforms offer a free tier with limited credits, encouraging upgrades when usage grows.

AI Search 59

AI Search Payments Innovation AI 59

Clouded Judgement

DECEMBER 1, 2023

Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. A strong data foundation is critical for an effective AI strategy! This was repeated quite a few times AI tends to be additive budget for large enterprises. This year, there was tons of experimentation.

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Clouded Judgement

MARCH 1, 2024

Anything AI related has always been “hot,” but it has really hit a fever pitch in the last few months. What’s most interesting about this, is a lot of the darling AI companies from last year have really slowed down, but everyone seems to have forgotten this and is ready to “find the next big thing.”

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

JUNE 19, 2024

To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. So for public companies the formula to calculate gross margin adjusted payback is: [(Previous Q S&M) / ((Current Q Subscription Rev x 4)  -(Previous Q Subscription Rev x 4)) x Gross Margin] x 12 Here’s the payback data from Q3.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Buffer Resources

DECEMBER 11, 2024

Epidemic Sound Source: Epidemic Sound Licensing: Royalty-free Pricing: Subscriptions start at $17.99/month. Epidemic Sound Source: Epidemic Sound Licensing: Royalty-free Pricing: Subscriptions start at $17.99/month. Annual subscriptions offer significant savings. And AI editing makes customizing your track a breeze.

Payments 21

Payments Social Media Payment Features Payment Methods 21

SaaStr

MAY 4, 2024

RevenueCat powers mobile subscriptions in over 30% of all mobile apps (!) Second, Gorgias sees big wins for AI in Support — But When Done Carefully. Across the SaaStr Fund portfolio , we can see a lot of different impacts of AI. Their AI agent is often in the Top 5% for CSAT. So what’s new? You pick your path.

AI 173

AI Mobile B2B Investment 173

Clouded Judgement

AUGUST 30, 2024

A technological shift is exemplified by what happened in endpoint security, where rules-based solutions from Trend Micro and Symantec were replaced by AI-based anomaly detection from CrowdStrike and SentinelOne. Just this week, multiple AI coding copilots announced rounds exceeding $100 million.

Cloud 274

Cloud Venture Capital AI Startup 274

Clouded Judgement

JUNE 30, 2023

Subscribe now Data + Compute = AI Two of the largest data companies in the world, Snowflake and Databricks, held their annual conferences this week. To truly take advantage of AI, enterprises need organized data in the cloud. The challenge is probabilistic answers don’t work for true enterprise specific AI.

AI Search 130

AI Search Cloud AI Data 130

SaaStr

AUGUST 21, 2024

May Habib, CEO and Co-Founder @ Writer.ai May Habib, CEO and Co-Founder @ Writer.ai May Habib, CEO and Co-Founder @ Writer.ai

CTO 289

CTO Scale Travel AI 289

Blulogix

DECEMBER 19, 2024

By BluLogix Team Thriving in the Subscription Economy of 2025 and Beyond Introduction The subscription economy is not just a trendits a transformative shift in how businesses operate and generate value. Leveraging Artificial Intelligence (AI) AI is set to play a significant role in the future of the subscription economy.

Subscription 52

Subscription Payment Features AI Search Artificial Intelligence 52

Clouded Judgement

JULY 16, 2024

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.

Benchmarks 295

Benchmarks Data Machine Learning Artificial Intelligence 295

Tom Tunguz

AUGUST 4, 2024

What does advertising look like in the world of AI? In a future where generative AI dominates search, the ten blue links & five sponsored ads disappear. These are both passed to the AI model into the context window. What if they were invisible ads? But what if an advertiser wants to influence those results?

AI Search 219

AI Search Artificial Intelligence Generative AI Advertising 219

Andreessen Horowitz

MARCH 20, 2024

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution. David George: Sure.

AI Search 143

AI Search AI Artificial Intelligence Scale 143

SaaStr

FEBRUARY 15, 2024

Metronome’s sophisticated billing and subscription management platform enables companies to easily manage and automate complex billing and invoicing processes. Enterprise software–at all stages and check sizes–with a focus on SaaS, Security, Infrastructure and, of course, with an integrated AI strategy.

Scale 289

Scale Software Review Payment Features AI 289

SaaStr

JANUARY 31, 2021

“The Current State of SaaS Companies, Subscriptions and Retention with ProfitWell” A great update from a version of this data just after Covid hit. #3. “How to Use AI to Create Highly Engaging Enablement Programs with Zoom” How Zoom uses AI to turbocharge the quality of its sales enablement.

Scale 264

Scale Technical Review AI Sales Enablement 264

SaaStr

OCTOBER 15, 2020

No AI solution will understand your brand tone better than your marketing team, and you’d be taking a huge leap of faith if you let bots write your code. Whether you just scored your Series A or are about to go public, there’s no reason to waste precious capital on tasks that could be automated.

Business 331

Business Marketplace as a Service AI Search compliance 331

Blulogix

MARCH 18, 2025

By BluLogix Team The Hidden Costs of Traditional Subscription Billing (And How Usage-Based Models Solve Them Introduction While subscription billing offers predictable revenue, it also introduces inefficiencies that can cost businesses millions. Many customers cancel subscriptions because they dont see the value.

Subscription 59

Subscription Payment Features AI Search Customer Lifetime Value 59

Point Nine Land

MAY 11, 2023

Speed and Adaptability Will Define the B2B SaaS Winners in the Generative AI (R)evolution Smaller species tend to have shorter lifespans and faster reproductive cycles and can therefore adapt much faster to changes in the environment. To say there’s no shortage of opinions on ChatGPT and the future of AI would be an understatement.

Generative AI 128

Generative AI AI B2B Software 128

User Pilot

OCTOBER 19, 2024

Personalize surveys by setting conditions based on user behaviors , translating and localizing your NPS surveys using AI, and customizing the appearance of your surveys to match your app’s design. Leverage AI-driven sentiment analysis to analyze and categorize open-ended responses quickly.

Software Review 105

Software Review Technical Review Software B2C 105

Stax

MAY 16, 2025

Gray highlighted its importance, especially for subscription-based businesses: 6 in 10 businesses use tokenization today thats mainly driven from higher [authorization] ratesbut theres a lot of security protection there. AI and machine learning are unlocking some amazing efficiencies.

Payments 88

Payments SaaS Payments Finance Payment Services 88