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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
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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

For example, AI’s impact shows in healthcare – the FDA approved 223 AI-enabled medical devices in 2023 versus just 6 in 2015– and in transportation, with Waymo’s robotaxis driving hundreds of thousands of miles weekly. AWS Trainium2 & Ultracluster supercomputer details unveiled; embeds 64 Trainium chips, used by Anthropic + Apple trials.

AI 69
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MCP and The Fight Over Whose Data it is: The Coming Enterprise Software Revolt

SaaStr

Legacy enterprise buyers—your typical VP of Sales who’s been using Salesforce since 2015—will keep paying for the familiar, even if it’s inferior. It’s the same psychological principle that made AWS dominant. Customers trusted AWS partly because they knew she could leave if needed. But new customers?

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Strategic Finance in Today’s Market: A Tactical Guide to Building & Scaling Your Team with IVP

SaaStr

In 2014, storage had historically been Dropbox’s most significant cost driver, with hundreds of millions of dollars spent on AWS. As a result of these initiatives, Dropbox saw a 25% reduction in total storage intake by the end of 2015, which meant that the company saved tens of millions of dollars per year.

Scale 239
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10 Things That Always Work in SaaS Marketing

SaaStr

— SaaStr (@saastr) July 15, 2015. But third-party events like AWS, Dreamforce, SaaStr, Shoptalk? . "You HAVE to enjoy steak dinners, getting on jets, closing deals, hanging out with sales teams, to do enterprise" – @jasonlk #cxotalk. The first 5, the ones above, always work if you commit to them. More here. #7.

Scale 331
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10 Observations from Dropbox's S1

The Angel VC

For example, the monthly subscription amount generated by the January 2015 cohort doubled in less than three years after signup. 8 – Weaning off AWS Look at this. From 2015 to 2017, Dropbox increased revenue from around $600M to ca. For what it’s worth, this also gives you a hint on the margins of AWS. #9 9 – Eleven 9s?

AWS 187
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Scaling to $5B with Cockroach Labs’ CEO Spencer Kimball’s Formula for Sustained Growth and Resilience

SaaStr

Cockroach Labs is open source, and, in 2015, it was inconceivable to think of a sophisticated database that wasn’t open source. They had open cores and created enterprise features around it to protect the business model until it got torpedoed by AWS early on. But should you build a cloud service vs. open source?

Scale 243