Clouded Judgement

JUNE 19, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. net retention and CAC payback).

Cloud 184

Cloud Software Azure AWS 184

Audacix

JUNE 9, 2023

AWS WAF is a great option for software and DevOps teams that are already using AWS services or looking for a scalable and flexible WAF solution. AWS WAF is a great option for software and DevOps teams that are already using AWS services or looking for a scalable and flexible WAF solution.

Software Review 66

Software Review Software DevOps as a Service AWS 66

Andreessen Horowitz

SEPTEMBER 25, 2023

03:08] Data wars [04:28] Big vs. small LLMs [08:13] Fine-tuning [13:52] Open source AI [17:51] Benchmarks are b t [19:30] Why Ali isn’t afraid of AI Why is it so hard for enterprise to adopt AI? It will be like AWS, GCP, and Azure. I kinda think all the benchmarks are b t. It’s going to have lots of specialization.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Baremetrics

DECEMBER 7, 2023

Cost of Revenue Examples Hosting AWS / Google Cloud / Azure Payroll – Customer Support Service Delivery Costs Twilio, Sendgrid Merchant Fees Stripe, Braintree You should also include software that helps your support team, such as Help Scout, or your Devops, such as CircleCI.

Startup 90

Startup Merchant Services DevOps as a Service SaaS 90

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. We have seen greater efficiency and increased productivity in the use of capital and labor in our benchmarking over the past five years.

Trends 40

Trends Marketing SaaS Azure 40

User Pilot

JULY 23, 2020

It’s easy to get hung up on sectoral benchmarks that ignore the huge variety of business types covered by a term like “SaaS” – which range from the incredibly sticky, such as AWS and Microsoft Azure, to services customers may only use rarely. All that matters is: The retention rate you have now.

Retention 95

Retention SaaS Payments Strategy Payment Solutions 95