Tom Tunguz
FEBRUARY 2, 2023
A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: Net sales increased $21.4 billion in Q4, up 20% year-over-year and now representing an annualized sales run rate of more than $85 billion. I’m watching public company earnings to identify early weaknesses in the software market.
SaaStr
NOVEMBER 6, 2023
If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time! With some big caveats.
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SaaStr
DECEMBER 27, 2023
Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. Digital Ocean has added a sales team and now a partner team, but it’s still early for both. It’s gotten crazy good.
Tom Tunguz
FEBRUARY 13, 2023
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023.
SaaStr
DECEMBER 26, 2022
The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% What each of these shares in common is a reflection of the immediate post-sales experience. This results in reduced friction in buying and bringing forward what the post-sales experience will be like through their marketing efforts. .
Andreessen Horowitz
MARCH 21, 2024
Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. In 2023, the average spend across foundation model APIs, self-hosting, and fine-tuning models was $7M across the dozens of companies we spoke to. Budgets for generative AI are skyrocketing.
Clouded Judgement
FEBRUARY 17, 2023
Retail sales / PPI also came in very hot, supporting the “strong consumer” narrative. 9:48 PM ∙ Feb 12, 2023 158 Likes 26 Retweets To make the analogy clear to non-football fans: it’s much easier to get inflation from 6% to 4% than from 4% to 2%. However, they guided for 2023 and called for 23-24% growth.
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