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5 Interesting Learnings from Palantir at $2.7 Billion in ARR

SaaStr

So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? Growth Has Re-Accelerated Fueled by commercial and government contracts, and by AI-related demand in both, Palantir is seeing growth re-accelerate from 2023. And then … there is Palantir. Billion ARR.

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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

The current state of AI adoption resembles the early days of cloud: great infrastructure exists, but there’s a lack of applications to use it effectively. The Governance Opportunity Many organizations are testing AI infrastructure that lacks governance controls. Everyone is trying to DIY without knowing how.

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IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders

SaaStr

Key areas to watch: Model Efficiency Innovations Enterprise Data Integration Tools Vertical-Specific AI Platforms Industry-Specific AI Applications Governance and Compliance Solutions As always in SaaS, the winners will be those who can move quickly while building sustainable, differentiated solutions.

AI 179
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Top 5 SaaS governance best practices

BetterCloud

Thats where SaaS governance comes in. What is SaaS governance? SaaS governance is the process of managing and controlling SaaS applications within an organization. Continuous monitoring and improvement SaaS governance isn’t a one-time project; it’s an ongoing process.

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5 Interesting Learnings from Palantir at $2B in ARR

SaaStr

They’ve now cruised to $2B in ARR, but the world for Cloud and SaaS stocks has changed a lot. And the average Government customer pays $10m a year (more below). #3. Government Revenues Plummeted, While Commercial Kicked Into High Gear. Fast forward to today, and so much has changed. But at $1B ARR it was growing 49%.

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2021 Planning and Global Economic Collapse

SaaStr

Cloud is on fire. Every airline without government support will collapse. Trillions of government support is ending soon. SaaS and Cloud can’t escape the mass bankruptcies coming. That can be your base plan to start, for both top line (revenue) and burn rate. Build One Now. So we’re gonna have to ride it out.

Airlines 363
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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The government is going through quite a bit of quantitative tightening. In simplest terms, the government is selling bonds (ie raising cash) to fund operations and pay down interest expenses on the massive debt burden they have.

Cloud 190