Remove AWS Remove Business Model Remove Cloud
article thumbnail

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. I’m as excited as ever about the long term cloud software markets. Follow along to stay up to date!

Cloud 184
article thumbnail

Clouded Judgement 7.26.24

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Future of AI, Open Source, and Enterprise SaaS: Where It’s All Going with Databricks’ CEO, Ali Ghodsi (Podcast #505 and Video)

SaaStr

We’re currently in the age of the public cloud. Databricks started out in the Cloud; we never provided an on-prem offering, only a SaaS Cloud offering. For us, the SaaS model Amazon Web Services (AWS) offered was an amazing one to look at. Open Source is here to stay—and Open Source + SaaS is the future.

article thumbnail

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Model providers (OpenAI, Anthropic, etc as companies start building out AI). Either way - it’s clear these models are becoming cheaper and more effective, which is an exciting future for AI! Follow along to stay up to date!

Cloud 190
article thumbnail

Zeroing in on Cloud Technical Risk for Targeted Customer Impact

The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.

article thumbnail

6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners

SaaStr

We’re on the cusp of a golden age in AI, and the lesson learned from Cloud was that Cloud sped up the pace of development by a lot. GenAI and the Business Model Perspective From a business model perspective, a few things are happening. Thinking back through Cloud and mobile, what can you learn from them?

article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

AI 190