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The Capex Conquest in the Cloud

Tom Tunguz

Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. “Moving to AWS. 8 percentage points increased margins in a quarter is titanic.

Cloud 280
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5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. Do they “count” like the scrappy start-ups in SaaS that have now become decacorns?

Cloud 211
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7 Marketing Hot Takes with SaaStr Founder and CEO Jason Lemkin on the Exit Five Podcast 

SaaStr

For LinkedIn, he has morning posts scheduled through 2025. 7: Having the CMO Report to the CRO is a Terrible Idea Having marketing under a CRO is an awful idea for two reasons. His other superpower is taking all this knowledge, distilling and simplifying it, and making it actionable. The actionable advice here?

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Top 30 SaaS Companies in India

SmartKarrot

A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. India has seen exponential growth in SaaS investments in the last decade.

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The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Don’t be the seller who has to close-lost a deal because you aren’t there. .