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State of the Cloud 2023 with Bessemer Venture Partners (Video + Podcast)

SaaStr

Discover Bessemer Venture Partners’s annual State of the Cloud report, going through trends, benchmarks, and metrics that underpin the Cloud economy. The past twelve months have been relatively turbulent for Cloud founders. What does this mean for Cloud companies? What does this mean for Cloud companies?

Cloud 232
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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. A strong data foundation is critical for an effective AI strategy! Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. Follow along to stay up to date!

AWS 293
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Is the Suite Strategy Right for Your SaaS Startup?

Tom Tunguz

This is called a suite strategy: Zoho published a history of the 2-4 product launches per year, which illustrates the idea. In a recent podcast, Parker Conrad champions the suite strategy, also called a compound company. Today, new startups have to compete with a cloud-native incumbency. Constellation Software.

Startup 279
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Clouded Judgement 6.30.23 - Data + Compute = AI

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. To truly take advantage of AI, enterprises need organized data in the cloud. And the key variable is organized data in the cloud. ie they need a data strategy. Every company knows they need to have an AI strategy.

AI Search 130
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The Identity Crisis Facing Open Source Companies in the Cloud

Tom Tunguz

But the clouds are rolling in for open source companies (pun intended). Today, open source software faces an identity crisis: what does it mean to be an open source company in the cloud? With that strategy, they’ve built huge businesses. On the other hand, the future is in cloud. And for good reason.

Cloud 271
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State of the Cloud 2022: The Centaur Report With Bessemer Venture Partners (Pod 593 + Video)

SaaStr

In this informative SaaStr Annual session, Bessemer Partners Sameer Dholakia, Mary D’Onofrio, and Elliott Robinson present the State of Cloud report, a look at the latest in SaaS trends, predictions, and cloud economics. Cloud Stocks Impacted by Macro Environment. Reminder: Cloud Fundamentals Are Still Strong.

Cloud 223
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Strategy as a Series of Beliefs

Kellblog

I’m always looking for better ways to distill strategy. My favorite strategy author is Richard Rumelt , who wrote Good Strategy, Bad Strategy and the more recent but less acclaimed follow-on, The Crux. Aspirations are not strategy. Goals and OKRs are not strategy. Driving results is not strategy.

Strategy 101