SaaStr

JULY 9, 2025

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.

SaaS Payments 208

SaaS Payments Payment Solutions Payments Payment Services 208

Sales Hacker

MARCH 25, 2025

and then like, if I go to 2010 in the startup space. Ray Smith: It’s a great point, Scott is like, as I mentioned, and that cynical phase around 2010, it seemed like every startup, every business was slapping AI. cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure.

AI Search 69

AI Search AI Scale Software 69

SaaStr

JANUARY 25, 2023

It’s 2010 customers have grown their ACV … a stunning 24x over the following 12+ years. Microsoft also reported strong growth overall and for Azure and Cloud especially. Others are seeing this as well, although some, like MongoDB, aren’t. But many in SaaS are seeing tougher times in Europe than North America.

Azure 325

Azure Cloud Enterprise Payment Features 325

SaaStr

MAY 6, 2022

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

SaaS Azure Cloud AWS 348

Clouded Judgement

OCTOBER 20, 2023

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

Cloud Azure AWS Software Review 167

Clouded Judgement

SEPTEMBER 27, 2024

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

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

NOVEMBER 3, 2023

This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Maybe with the exception of hyperscalers (particularly Azure). So what’s holding up software stocks valuations?? It’s actually the complete opposite - there will be more deceleration in Q4 (according to guides).

Software Review 167

Software Review Cloud Software Azure 167