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The decade software ate the world

Intercom, Inc.

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

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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
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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
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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
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16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

Enterprises still aren’t comfortable sharing their proprietary data with closed-source model providers out of regulatory or data security concerns—and unsurprisingly, companies whose IP is central to their business model are especially conservative. Cloud is still highly influential in model purchasing decisions.

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SaaS Applications Architecture – The How

Frontegg

Type 1 SaaS Architecture – This type of architecture basically requires runtime and data isolation, but not necessarily on the cloud. Non-cloud use cases like banking and finance businesses. Type 2 SaaS Architecture – Unlike Type 1, this architecture needs runtime and data isolation on the cloud as well.

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SaaStr Podcasts for the Week with Justin Bedecarre, Jen Nguyen, Jason Lemkin, and Aaron Levie

SaaStr

We’re using digital workflows and storing data in the cloud, but the rest of the world, this was an overnight just shift in how people worked and how they communicated. At the exact same time, that company hadn’t moved basic applications to the cloud. So, whether it’s cloud storage or cloud video or messaging.