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

SaaStr

The AI Bet (2016-2020): Riding the Massive Wave Market Cap Journey: $50B → $323B Here’s where timing met preparation. Key Lesson: The best platforms don’t just serve one vertical—they create horizontal infrastructure that enables entirely new categories of applications.

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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

AWS, Twilio, Heroku, etc. Enables natural expansion : MongoDB and Ethereum, two database companies with nearly identical revenue trajectories through 2020, both employ usage-based models that have supported their explosive growth. So does Expensify, which decreases the time to file expenses.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

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Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

Amazon/AWS and Atlassian both had huge Q2’s. But they also both warned of potential lower growth during the rest of 2020. But both Atlassian and Amazon/AWS said … Maybe Not As Much Going Forward, Not Forever. The post Atlassian and AWS Say: “Maybe Worry a Little Bit” appeared first on SaaStr.

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The Top 10 SaaStr Posts of 2020

SaaStr

Ok the Best But Craziest Year Ever for SaaS isn’t quite over, but as it drives to a conclusion, we thought it would be worth looking back at top posts you may have missed in 2020. Let’s take a look at the Top 10 of 2020: 1. Slack was acquired for $28b. . “Atlassian and AWS Say: Maybe Worry a Little Bit.

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How To Meet With 200+ Top CIOs, CDOs, CTOs and More at 2020 SaaStr Annual

SaaStr

We’re just 20 days away from 2020 SaaStrAnnual.com and there are so many new things in store! See you at 2020 Annual! The post How To Meet With 200+ Top CIOs, CDOs, CTOs and More at 2020 SaaStr Annual appeared first on SaaStr. And learn more here.

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The Capex Conquest in the Cloud

Tom Tunguz

Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. “Moving to AWS.

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