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5 Predictions for 2020

Tom Tunguz

Software M&A in 2019 reached about $170B up from $136B in 2018, up 25%. PE played less of role than 2018, when they spent 50% of the dollars, and strategics stepped up to fill the void, and then some. Data engineering became an important movement in 2019, continuing the evolution from 2018 and beyond. wrong and 3.5

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State of the Cloud 2019: Europa Edition with Alex Ferrara, Bessemer Venture Partners (Video + Transcript)

SaaStr

It was around that time about 12 years ago that Jeff Bezos launched AWS, and some of you may remember that, when he did this, Wall Street analysts were looking at him and saying, “Why would you take what’s already a very unprofitable business and drive it further into the red by investing in this AWS initiative?”

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The decade software ate the world

Intercom, Inc.

If anything, this was the decade they collectively became leaders not just of the technology industry, but of industry itself – Apple overtook ExxonMobil as the world’s most valuable company by market cap in August 2011 (that month again), and then became the first trillion-dollar company by market cap in 2018. The decade ahead.

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Beyond $1B ARR: Lessons from Zendesk on Why the Cloud is Unstoppable (Video + Transcript)

SaaStr

Zendesk, we had our Q4 in 2018 earnings call yesterday. Mikkel : Well again, the public cloud, AWS, was the dominant leader. We are seeing platform shifts from how they traditionally run their infrastructure and services and business to seeing them run that stuff on AWS. Mikkel : Oh yeah, it is next year. Yeah, yeah.

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Intercom’s Fergal Reid and Ciaran Lee on the making of Resolution Bot

Intercom, Inc.

We sat down for a chat with our own Fergal Reid, Principal Machine Learning Engineer, to learn why Answer Bot had to evolve past simply answering questions to focus on solving problems at scale. Fergal Reid: I lead the Machine Learning team at Intercom. I joined Intercom about two and a half years ago.

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State of the Cloud 2019 from Bessemer Venture Partners (Video + Transcript)

SaaStr

We’ve been honored to speak at every one of the SaaStr to date and it’s really become a high for us to release this data collab report here and so, you’re seeing for the first time, something that we’ve been working on for months and really a look back on 2018 and a little bit of predictions, in terms of what’s ahead.

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