This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $ServiceNow(NOW)$ $Samsara, Inc.(IOT)$ $Datadog(DDOG)$ $Shopify(SHOP)$ $Snowflake(SNOW)$ $HubSpot(HUBS)$ $Atlassian Corporation PLC(TEAM)$ ImageThis week on Clouded Judgement: The Fed Bomb

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $ServiceNow(NOW)$ $Samsara, Inc.(IOT)$ $Datadog(DDOG)$ $Shopify(SHOP)$ $Atlassian Corporation PLC(TEAM)$ $Palo Alto Networks(PANW)$ $Snowflake(SNOW)$ ImageThis week on Clouded Judgement: B

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Samsara, Inc.(IOT)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $ServiceNow(NOW)$ $Datadog(DDOG)$ $Shopify(SHOP)$ $Snowflake(SNOW)$ $Atlassian Corporation PLC(TEAM)$ $Palo Alto Networks(PANW)$ ImageThis week on Clouded Judgement: I

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Samsara, Inc.(IOT)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $ServiceNow(NOW)$ $Datadog(DDOG)$ $Guidewire(GWRE)$ $Snowflake(SNOW)$ $Shopify(SHOP)$ $HubSpot(HUBS)$ ImageThis week on Clouded Judgement: Is Software Back?- Median so

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Samsara, Inc.(IOT)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $ServiceNow(NOW)$ $Datadog(DDOG)$ $Onestream Inc(OS)$ $Guidewire(GWRE)$ $Monday.com Ltd.(MNDY)$ $Palo Alto Networks(PANW)$ ImageThis week on Clouded Judgement: AI and Ca

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Samsara, Inc.(IOT)$ $CrowdStrike Holdings, Inc.(CRWD)$ $CLOUDFLARE INC(0A3Z.UK)$ $ServiceNow(NOW)$ $Onestream Inc(OS)$ $Datadog(DDOG)$ $Guidewire(GWRE)$ $Palo Alto Networks(PANW)$ $Monday.com Ltd.(MNDY)$ ImageThis week on Clouded Judgement: Mis

This week in enterprise software: Top 10 SaaS Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Samsara, Inc.(IOT)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $ServiceNow(NOW)$ $Datadog(DDOG)$ $Onestream Inc(OS)$ $Guidewire(GWRE)$ $Palo Alto Networks(PANW)$ $Monday.com Ltd.(MNDY)$ ImageThis week on Clouded Judgement: From System

$Palantir Technologies Inc.(PLTR)$ isn’t just a company - it’s a founder factory. Palantir has produced a remarkable number of founders and technology leaders: from founding startups like Anduril (Brian Schimpf, Trae Stephens, and Matt Grimm) and Affirm (Max Levchin and Nathan Gettings) to leading consequential organizations such as OpenAI (Bob McGrew - Chief Research Officer) and Fox (Melody Hildebrandt - CTO).CobiBGantz and I dig into Palantir's unique culture and unpack the key ingredients that make it so:1. Uncompromising Talent Bar2. Mission Orientation3. Forward Deployed Engineering: Deliver Outcomes, Not Software4. Seek Truth: Solve Real Problems, Not Shiny Ones5. Define a Shared Enemy: United The Team6. Flat Structure: Direct Access To Lea

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Samsara, Inc.(IOT)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $ServiceNow(NOW)$ $Datadog(DDOG)$ $Onestream Inc(OS)$ $Guidewire(GWRE)$ $Palo Alto Networks(PANW)$ $Monday.com Ltd.(MNDY)$ ImageThis week on Clouded Judgement: Budget Fl

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Samsara, Inc.(IOT)$ $CrowdStrike Holdings, Inc.(CRWD)$ $ServiceNow(NOW)$ $Cloudflare, Inc.(NET)$ $Onestream Inc(OS)$ $Datadog(DDOG)$ $Guidewire(GWRE)$ $Palo Alto Networks(PANW)$ $Monday.com Ltd.(MNDY)$ ImageThis week on Clouded Judgement: Voice - T

In Q2 '24 top decile Cloud companies:- Beat estimates by >4%- Guided next quarter >2% above consensus- Grew >33% YoY- Gross Margin >83%- FCF Margin >29%- Net Retention >119%- CAC Payback <21 months $8x8(EGHT)$ $Box(BOX)$ $Blackline Inc.(BL)$ $Bilibili Inc.(BILI)$ $BigCommerce Holdings(BIGC)$ $Atlassian Corporation PLC(TEAM)$ $Asana, Inc.(ASAN)$ $AppFolio(APPF)$ $AmplitudeE, Inc.(AMPL)$

OpenAI launching their speech-to-speech real-time voice API is a big deal. It's now possible to build experiences like Advanced Voice Mode. Go build with OpenAI and livekit!Here's why the speech-to-speech API matters so much. Historically models could only accept a text input, and only give a text output. In order to build a voice experience you needed to string together multiple tools. You'd use something like LiveKit to handle all of the network infrastructure and optimization. Then you'd use a speech to text provider to convert the audio file to text to feed into the model. The model runs inference and then spits out text, that is feed into a text-to-speech provider. That audio file is then sent over the network (LiveKit) and played out the speaker in the application. This creates two "

This week in enterprise software: Top 10 SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Samsara, Inc.(IOT)$ $CrowdStrike Holdings, Inc.(CRWD)$ $OneScreen Inc.(OSCN)$ $ServiceNow(NOW)$ $Cloudflare, Inc.(NET)$ $Datadog(DDOG)$ $Guidewire(GWRE)$ $Palo Alto Networks(PANW)$ $Monday.com Ltd.(MNDY)$ ImageThis week on Clouded Judgement: Found

OpenAI has shared this chart a few times, but important to call out. Inference pricing on GPT4 family of models has dropped nearly 90% since it's release!This trend will continue. Business models that don't make sense now will in the future. Latent demand will be unlocked.ImageAnd history rhymes. $Amazon.com(AMZN)$ AWS has seen 60-100+ price reductions in their core S3 and EC2 products since inception. S3 alone has seen nearly a 97% price reduction!Imagehttps://x.com/jaminball/status/1839010468972867892