Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. There have been many companies who’ve seen their quarterly net new ARR decrease each quarter through 2023. And when you drill deeper into the Gartner forecast between 2023 and 2027, $3 trillion will be spent on AI.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Clouded Judgement

JANUARY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. There are certainly some deals that happened in 2023 that haven’t announced yet (there’s always a lag), so I’d expect the 2023 bar to be slightly higher once everything has announced. Follow along to stay up to date!

Cloud 284

Cloud Venture Capital Acquisition Metrics 284

SaaStr

JULY 18, 2023

SaaStr Annual 2023 is Sep 6-8 in the SF Bay Area! Join 12,500+ of the Best in SaaS and Cloud! Is it all about AI? Who Will Win the Go-to-Market AI Race — Startups or Incumbents? A deep dive with the best of the best here on what has changed, and what playbook to run in 2023/ 2024. #7. Are we done cutting?

Scale 214

Scale AI Scaling Business Model 214

SaaStr

OCTOBER 20, 2022

One thing that is clear is that public SaaS and Cloud stock prices are way down. They aren’t perfect, but given how many CIOs they interview — over 2,200 for this survey — they’re one of my favorite sources for what’s happening in 2023. to $880 Billion in 2023 appeared first on SaaStr.

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SaaStr

SEPTEMBER 27, 2023

Given the massive downturn that started 18 months ago, many SaaS founders are nervous about what it takes to raise capital in SaaS in 2023 / 2024. Christoph Janz, General Partner of Point Nine Capital, shares what it takes to raise capital in SaaS, overall investment activity in 2023, and how to develop a convincing AI strategy.

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AI Underperforming Technical Team Cloud Strategy 191

Tom Tunguz

JANUARY 23, 2023

The transcript highlights the major trends in software of 2023. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. Below, I’ve listed those trends with data & excerpts from the earnings call transcript.

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Azure Underperforming Technical Team Machine Learning Artificial Intelligence 242

SaaStr

FEBRUARY 7, 2023

days of tactical content, networking, and epic evening events when the Cloud comes to Singapore. Making it simple to implement, Ramya Periyagaram Chandrasekaran, Co-Founder at Datalligence AI Private Limited Why Is NRR the Most Important Growth Metric? The post Braindates Are Open for SaaStr APAC 2023! Happy Brain-dating!

VP of Engineering 251

VP of Engineering Technical Cofounder Outsourcing Services CTO Coach 251

Tom Tunguz

JANUARY 12, 2023

I wondered how the current wave of generative AI image makers like Midjourney, Dall-E, & Stable Diffusion would fare creating images for a few of my posts. Prompt: Coupa & Thoma Bravo logos each in front of a cloud with a plus sign between them. 5 Predictions for 2023. Here are the results. The tokens crowd each other.

B2B 189

B2B AI Generative AI Social Media 189

SaaStr

FEBRUARY 24, 2024

So 2023 was a strange year, with many of the biggest, public Cloud and SaaS leaders on a tear, from Microsoft to Cloudflare to Palantir, but so many startups and especially those in traditional B2B struggling to grow. Some are benefitting from AI, Cloud growth, and more. So what’s the overall vibe check?

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Clouded Judgement

OCTOBER 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. growth in 2023. Some of the optimism for longer term budget growth comes from AI/LLM spend. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! consensus and +3.7% YoY in Aug Core CPI 4.1%

Cloud 169

Cloud Artificial Intelligence Subscription Payment Features 169

SaaStr

OCTOBER 8, 2023

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: How Is AI Impacting The SaaS Landscape with a16z GP Kristina Shen What To Do if Your TAM is Too Small for VCs Making Less, But Working Less. SaaStr 688: The State of the Cloud 2023 with Bessemer Venture Partners    Top Videos This Week: 1.

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Scale Sales AI Startup 261

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. And everyone hoping for AI acceleration will need to wait. Private companies like CoreWeave and Lambda (who offer cloud GPUs) are also seeing a big boost.

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Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. Let’s imagine a world where we don’t have a recession in 2023.

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Cloud Azure AWS Generative AI 130

SaaStr

JUNE 29, 2023

Vendr SaaS Consultant Katie Oates and Vendr Vice President of Customer Team Jeff Swank share eye-opening data and insights into buyer trends from 2023. SaaS Market Snapshot In Q1 of 2023, Vendr gathered data on SaaS Spending and yielded some pretty interesting results. So, what’s driving these purchasing trends? weakest link.

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VP of Engineering Trends Cybersecurity Sales Hiring 251

IT World

JANUARY 25, 2023

Microsoft on Tuesday said it expects the growth across its cloud business to temper down through 2023 as enterprises brace for economic headwinds. The Windows-maker reported 29% growth in total cloud revenue to $21.5 These numbers exclude the impact of currency fluctuations. To read this article in full, please click here

Cloud 96

Cloud Azure AI Enterprise 96

SaaStr

SEPTEMBER 24, 2023

SaaStr 684: A Deep Dive Into G2, The Power Of AI, Going Multi-Product, And The 2023 Ecosystem  5. LIVE from SaaStr Annual 2023 Stage A Masters: What The Top Founders Do Better to Scale Even Now with Y Combinator’s Managing Director Michael Siebel 3. State of the Cloud 2023 with Bessemer Venture Partners 4.

Sales Hiring 248

Sales Hiring Scale AI Cloud 248

SaaStr

JANUARY 3, 2024

So Elastic is the somewhat under-the-radar SaaS and Cloud leader that still almost everyone, at least for search. But it seems to be doing just fine, and in fact has embraced AI. Radically More Efficient Than Just a Year Ago A common theme for 2023 in SaaS. Go ask your developer ? It’s quietly crossed $1.2

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ChatGPT AI Search Scale Sales Hiring 232

SaaStr

FEBRUARY 16, 2024

Well, the best in SaaS and venture and Cloud are not just still growing at epic rates, but they’re acquiring so much funding … they can still run the 2021 playbook. And the AI Boom may be a bit of hot air, but it’s still quite real. With no more funding coming, and growth way down. So can you pay less these days?

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Startup Social Media AI Cloud 252

SaaStr

JUNE 24, 2023

So the markets are still down and multiples are still low, but growth rates in SaaS and Cloud are slowly creeping back. AI has driven a number of rapid unicorns, and at SaaStr Europa 2023, Iconiq Growth noted that while they did 0 brand new growth investments in 2022, they’d already done 5 in the first half of 2023.

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Cloud AI Acquisition Branding 227

Clouded Judgement

JUNE 2, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Are 2023 Numbers De-Risked? My sense is the market really only cares about one thing right now (putting aside AI hype…) Are forward estimates going up or down? Subscribe now Share Clouded Judgement Leave a comment Dispersion!

Cloud 130

Cloud Trends SMB Subscription 130

SaaStr

JANUARY 4, 2024

So 2023 was a weird year. And 2023? On the debit side: Growth at public SaaS companies fell to all-time lows, averaging just 16% Public ARR multiples remained low, at 6x, for the second straight year Late stage VC fell dramatically, outside of AI investments Start-ups failed, and/or saw much tougher times.

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Startup SaaS AI Pricing 174

SaaStr

NOVEMBER 11, 2023

So the news is mixed out there in SaaS and Cloud land: On the positive side: Datadog blew out the quarter growing 25% at $2.2 Still, CEO Yamini Rangan noted things have not gotten any easier: “What we are seeing in second half as customer trends is very similar to what we saw in the first half of 2023. Billion in ARR.

Cloud 253

Cloud Trends AI Scale 253

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. At last, we see a change in slope in the annual growth rates of the cloud services. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI.

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Azure GCP(Google Cloud Platform) AI Cloud 202

SaaStr

OCTOBER 12, 2023

They’ve led later stage investments in the best in SaaS and Cloud. But a bit skeptical of AI valuations, and overfunded deals. How should we analyse the large late stage growth rounds for hyped AI companies? And how are they seeing today? With humility, and balanced optimism for the coming months and years. Same as always?

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Investment AI Cloud Scale 241

SaaStr

OCTOBER 1, 2023

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: How Is AI Impacting The SaaS Landscape with a16z GP Kristina Shen Salesforce, Samsara, Monday and More: “Layoffs are Over. Watch The Top 7 Sessions From 2023 SaaStr Annual! State of the Cloud 2023 with Bessemer Venture Partners 5.

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Sales Hiring Scale Cloud AI 154

User Pilot

AUGUST 30, 2023

It’s 2023, and customers have options. The expert speakers at Product Drive 2023 will answer these and many more questions. The 2023 edition is the biggest so far, with 20 speakers and four categories. This makes it more important than ever to create products people actually want to use. But how do you do that?

Scale 105

Scale AI Growth Hacking Innovation 105

SaaStr

OCTOBER 25, 2023

But in contrast to their bigger customers, the macro environment — or perhaps market saturation — has led to slowing growth in this segment in 2023. #2. Automation / AI is Already a Big Deal. The contact and support spaces have rapidly adopted as much of AI as they can. Just a year later, they are at +10%.

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Subscription Flow

DECEMBER 13, 2023

B2B payments in 2023 continue to transform as a result of significant technological advancements, particularly the increased importance of artificial intelligence, changing consumer expectations, and global economic shifts. Let’s demystify these by walking you through three prominent B2B payments trends in 2023. Let’s dive in!

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Payment Services Payment Solutions Payments Payment Methods 59

SaaStr

DECEMBER 28, 2023

My most recent was a $4M seed round in Class Companion, announced in October 2023. The company is an AI platform that empowers teachers to give instant, personalized feedback to students, based in San Francisco. We are seeing AI expand from big tech into vertical industries, like education, where learning is language-intensive.

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Technical Review Software Review Payment Solutions Venture Capital 216

Tom Tunguz

OCTOBER 31, 2023

Public cloud companies have demonstrated strength in the last quarter. We should expect the advances in AI to improve sales efficiency, even if modestly. AI Efficiency Gains +2% Headcount Reduction ? Third, AI efficiency is subjective. Software spending should increase 15% - the fastest rate in the last three years.

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Headcount Sales Hiring AI Cloud 180

Andreessen Horowitz

SEPTEMBER 25, 2023

And the broad impact of this wave of AI is already creating the sort of massive value we’ve seen with other platform shifts, like the internet, mobile, cloud. AI today 1. But there will be more breakthroughs because now all the AI scientists in the world are working on making the stuff better. Noam Shazeer, Character.AI

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Artificial Intelligence AI Scale ChatGPT 137

User Pilot

JULY 31, 2023

Tidio shines as the best option for customer communication through AI-powered chat widgets long after your agents have gone home. Zoho Desk proves to be the best option for tracking different customer interactions and requests , featuring multichannel support and AI-powered automation. Limited customization.

Social Media 98

Social Media SaaS Marketplace as a Service Communication 98

User Pilot

JULY 24, 2023

TypeGenie is an AI-powered writing assistant that autocompletes repetitive content in customer service responses. As of 21 July 2023, there are 1,503 integrations in the Zendesk marketplace. It uses proprietary AI models, which enables teams to reduce the number of support tickets with unique human-like responses.

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Marketplace as a Service AI Search Social Media SaaS 97

SaaSHolic

MAY 5, 2023

The article highlights the potential for Latin American startups to utilize AI to improve efficiency, generate global innovation and economy, and expand internationally. Companies should avoid redundancy in their tech stack, consider AI adoption, and recognize the potential for Latin American founders to compete globally in the tech industry.

Technical Review 90

Technical Review VP of Engineering Development Team Review Software Review 90

SaaSHolic

MAY 15, 2023

Three important factors for companies to consider when implementing AI are discussed: organizational structure, management systems, and leadership models, with an emphasis on simplicity and financial optimization in data processes.

Payment Methods 52

Payment Methods Blockchain Artificial Intelligence Payment Services 52

TurnKey Labs

MAY 1, 2023

Here are the Top 20 software development trends we expect to impact tech companies the most in 2023: #1. Cloud Computing Continues Its […] When it comes to software development trends, it always pays for tech startups and high growth companies to be one step ahead so they can proactively leverage these trends to their advantage.

Software Development 52

Software Development Trends Development Software 52

Andreessen Horowitz

FEBRUARY 29, 2024

Pivoting from growth at all costs in 2020 and 2021 to efficiency in 2022 and 2023 meant slashing budgets, shelving new projects, doing RIFs, and picking fights with your cloud provider over your bills. AI is going to turbocharge this expansion, and I expect there will be 200–300+ of these companies over the next 5–10 years.

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Technical Review Innovation Cloud Trends 105