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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Starting and scaling a software company was really hard. Starting and scaling a software company was really hard. ” This used to be how companies scaled!

Cloud 299
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Google Cloud + Thread AI: 5 Critical Lessons On Making Enterprise AI Actually Work in Production

SaaStr

Thread AI’s founder and Palantir alum Maya Gonimah has cracked the code on enterprise AI implementation through their strategic partnership with Google Cloud. Darren Mowrey (Google Cloud) Darren leads strategic partnerships at Google Cloud, focusing on helping startups scale their AI implementations.

AI 189
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CEO Systems: 5 Key Lessons for Scaling Through Every Growth Phase with HashiCorp CEO Dave McJannet

SaaStr

And CEO David McJannet came to SaaStr Annual a little ways back to share his top scaling learnings. CEO Dave McJannet shared his systemic approach to scaling companies through distinct growth phases. The best leaders have experience with both startups and scale to navigate the in-between. 30-100M: Scaling phase.

Scale 185
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5 Interesting Learnings from RingCentral at $2.43 Billion in ARR

SaaStr

So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. SBC has become a much bigger issue in SaaS and Cloud the past 2+ years as the markets have focused on true efficiency and profitability. A reminder to not stay too reliant on direct sales as you scale.

Scale 284
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Best Practices for Deploying & Scaling Embedded Analytics

Deployment: Benefits and drawbacks of hosting on premises or in the cloud. Download the eBook to learn about Best Practices for Deploying & Scaling Embedded Analytics. Application Design: Depending on your capabilities, you can choose either a VM or a container-based approach.

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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? Artificial Intelligence Platform (AIP) is a Year Old But Fueling $159m in Q2 Bookings Alone To some Cloud and SaaS leaders, AI is a table-stakes addition. And then … there is Palantir. The fire of the fire.

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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

So at BILL’s scale, you have to put programs into place across the company to connect employees to customers, to help you focus on all the different stakeholders vs just the contract signer. He had the idea that the Cloud, not called the Cloud back then, would enable two entities to see the same transaction from their perspective.

SMB 307