article thumbnail

NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

Gaming Foundation (1999-2010): Building the Moat Market Cap Journey: $563M → ~$10B NVIDIA started by solving a specific problem: making computer graphics faster and better. The Platform Play (2010-2016): Expanding Beyond Core Use Case Market Cap Journey: ~$10B → $50B This is where NVIDIA showed true platform genius.

article thumbnail

Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

There are so many similar stories coming out of AWS ReInvent every year. Finding the right strategic real estate to entrench yourself, building excellence in your trench, and then methodically expanding will lead to even larger platforms than the ones that were built in the 2010-2015 time frame. They just killed X, Y, Z startup!”

Cloud 144
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

GTM 146: The Future of Search, AI, and Digital Presence with Mike Walrath, CEO of Yext

Sales Hacker

When Yext started our core business as it exists today in about 2009 or 2010 Yelp was something like 65% of all online reviews. I became chairman in 2010. The way we were developing product in 2009 and 2010, which felt incredibly innovative, is we’re identifying these kind of sectoral trends. But they took over.

article thumbnail

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The point is that SaaS multiples are still higher than where they were from 2010-2017. Customers are buying more than ever. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!!

SaaS 348
article thumbnail

The Future of AI, Open Source, and Enterprise SaaS: Where It’s All Going with Databricks’ CEO, Ali Ghodsi (Podcast #505 and Video)

SaaStr

In 2010, COSS was valued at $10B, and 90% of that value was attributed to a single company: Red Hat. For us, the SaaS model Amazon Web Services (AWS) offered was an amazing one to look at. Linux is the #1 internet client, makes up 100% of the supercomputer market, and is second to Windows when it comes to enterprise software platforms.

article thumbnail

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 167
article thumbnail

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176