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How AI Infrastructure Will Power the Future with Oracle and Bain Capital Ventures

SaaStr

It starts with silicon chips, GPU, and data centers. After that, you have infrastructure around the models, helping you pick the right models or managing the data to be fed into the models. Previously, we had enough data centers to power a lot of CPU computing needs. Then, there are models like GPT4 and Claude from Anthropic.

AI 264
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AI Adoption: 5 Hard Truths About the Fastest Technology Transformation in History With Aaron Levie, CEO Box

SaaStr

Enterprise AI Adoption Is Moving 5-10X Faster Than Cloud The contrast with cloud adoption is striking, according to Levie: Cloud in 2008-2009 : “Try pitching the cloud to a bank. They had to keep all the data on premise… Get out of my office.” That was a non-starter. That was not a conversation you would have.

AI 213
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7 Things as CEO You Can Do Now to Help The Team

SaaStr

Explain to the team, with data, why the company can calmly get through the next 12-18 months, or longer. 2020 is not the same as 2009. At least, those of us who were CEOs in 2009 sort of know what to do at an operating level. A bit more here. Calmly re-forecast for the year based on a bottoms-up analysis (e.g., We’ll see.

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Most Likely, It’s Not The Market. It’s You.

SaaStr

Let’s think about it for a minute — and then look at some data from literally the worst recession any of have seen in our lifetimes, that of ’08-’09. Even when the global economy literally melted down, and >froze< in 2009 — the buyers in SaaS still came. More on the actual data here.

Marketing 357
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What Things in SaaS Were Like in ’08-’09. And What They Probably Will Be Like in ’20.

SaaStr

I can’t quite tell from the data looking back how much sales slow down. Marc Benioff said not hiring more sales reps in 2009 was one of his top mistakes. Even in the depths of despair on the ’08-’09 downturn, customers still bought. Deals were smaller for a while, and took longer. It was a lot.

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If You Have to Cut — 5 Thoughts On Where

SaaStr

Marc Benioff said one of his top mistakes was not hiring enough salespeople in 2009, during the peak of the last downturn. You just may not have enough data to know if they are great. There are no easy answers, but we do know one thing: When things come back, you will need everyone great. If you have to cut, start there.

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Are Software Companies Good Businesses?

Tom Tunguz

Software companies top the charts at 3% over the last 20 years, according to data from New Constructs , a financial research firm. For a period from December 9, 2009, to approximately March of 2016, technology companies produced nearly 5% free cash flow yields on average. That’s my mental model for it, anyway.

Software 297