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). I consider >120% best in class for companies selling to SMBs (like Bill.com).

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

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. I consider >120% best in class for companies selling to SMBs (like Bill.com).

Cloud 167

Cloud Software Benchmarks Scale 167

Sales Hacker

APRIL 1, 2025

The exact playbook to move from SMB to enterpriseincluding partner enablement, segmentation, and incentive design. 85% of your customers being SMB and mid-market to at the end of that six years, it was 75%, uh, enterprise. Why retention isn’t just a CS metricand how to build a sales team that cares about it.

Scale 64

Scale VP of Engineering Outsourcing Services Enterprise 64