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).
Tom Tunguz
MARCH 2, 2024
This is a chart of many recent AI models’ performance according to a broadly accepted benchmark called MMLU. But pretty quickly, the infrastructure layer should commoditize, just as it did in the cloud where three vendors command 65% market share : Amazon Web Services, Azure, & Google Cloud Platform. 3/15/22 175 0.7
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SaaStr
NOVEMBER 4, 2021
The “Rule of 40” is one of the most commonly cited valuation benchmarks in SaaS for both public and private companies. While SaaS is an amazingly transparent community with abundant benchmarking resources, there are much fewer publicly available studies that allow an analysis of the underlying drivers of “Rule of 40.”
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).
Andreessen Horowitz
MARCH 21, 2024
This is still the case in 2024, which means that the correlation between CSP and preferred model is fairly high: Azure users generally preferred OpenAI, while Amazon users preferred Anthropic or Cohere. 2B run-rate revenue, including spend on OpenAI models via Azure.
Clouded Judgement
JUNE 20, 2023
Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. net retention and CAC payback). My interpretation is we’re in the bottoming phase.
OPEXEngine
FEBRUARY 15, 2022
Benchmarking COGs Against the Bessemer Index. The bottom line is that Cloud business models vary, so benchmarks for Cloud COGs or gross margin can vary. With the increasing complexity of models and ways to develop and deliver Cloud products, it is even more vital for SaaS companies to benchmark against peers in the coming year.
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