2014 AWS Azure Investment 
Intercom, Inc.
DECEMBER 31, 2019
The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure). Rise of mobile.
OPEXEngine
OCTOBER 25, 2019
Huge capital inflows to tech combined with extraordinarily low interest rates contribute to relatively easy growth capital access across the funding continuum from debt to equity investment. Microsoft revenues represent 18% of the total market, followed by SalesForce at 11.5% and Adobe is in third place with 6.7%
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SaaStr
SEPTEMBER 13, 2020
If you go back to before 2014, what you see is the power of the cloud. We’ve all seen AWS and what they’ve done with their platform. Azure has been gaining on them rapidly and is growing a double that rate. One of the early co-investments with my prior firm in Bessemer was in Shopify. It is staggering.
SaaStr
AUGUST 26, 2022
Jason Lemkin: The highest stage of venture is crossover, crossover funds, TCV is one of an early one, but even mutual funds that invest in unicorns. A few can, Andreessen and maybe Sequoia, but 99% of the VCs you meet, legally, they can only invest in startups, whether they’re late stage or early stage. It could come back.
SmartKarrot
JANUARY 18, 2022
India has seen exponential growth in SaaS investments in the last decade. Instead of marketing, Zoho invests in R&D and customer service. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Zoho is committed to offering outstanding customer service.
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