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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. If we look at the NetSuite S-1 (filed in 2007) they said this: “We use a single data center to deliver our services. Fast forward to the launch of AWS and the public cloud.

Cloud 299
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State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners

SaaStr

Every year, Bessemer Venture Partners releases a State of the Cloud report. This year, it’s all about AI, which is why Sameer Dholakia, Partner at Bessemer, calls it the Cloud AI Era. Four portfolio companies join Sameer to talk about three trends of the Cloud AI Era. Like we’re all here at SaaStr in Cloud.

Cloud 161
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Who is Peter Gassner CEO and Founder of SaaS Leader Veeva Systems

SaaStr

Why Peter Gassner Built The Most Important SaaS Company You’ve Never Heard Of — And Turned It Into a $30B+ Vertical SaaS Cloud Giant Before founding Veeva, Gassner’s experience was marked by significant positions at major software companies.

SaaS 258
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The Power of Going Long in SaaS

SaaStr

And yes, no one could have predicted the run we’ve seen in Cloud in the past few years. in first angel round in 2007. These are the Best of TImes in Cloud and SaaS. . — Jason BeKind Lemkin (@jasonlk) December 7, 2020. Sometimes, it makes sense to sell your company. Or pack it in. Or move on to the next thing.

SaaS 276
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5 Interesting Learnings from Zscaler at $1B in ARR

SaaStr

Ok times are tough in the public markets for SaaS and Cloud. So Zscaler is the quiet SaaS and Cloud leader that just … delivers. Zscaler leaned into early into security in a cloud-first model, and it worked. It’s what the public markets want now in SaaS and Cloud. But not for Zscaler. That's the bar today.

Scale 293
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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. Pretty crazy to think about - growth adjusted multiples are near pre-covid all time highs (excluding 2020-2021 period) even though rates are as high as they’ve been since 2007 (and double what they were on average from 2010-2020).

Cloud 190
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Thanks to Cumul.io, Hook, Jiminny, Leaseweb,and Zendesk for Sponsoring SaaStr Europa 2023!

SaaStr

Services include Public Cloud, Private Cloud, Hybrid Hosting, Colocation, Content Delivery Network, Cyber Security Services, and Dedicated Servers supported by exceptional customer service and technical support.

Scale 258