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50 cents of compute for 500 dollars of value — Sam Altman (@sama) February 3, 2025 So just how much will AI remake classic B2B software? On the one hand, new AI-first entrants are rocketing to $10m ARR in a year. On the other hand, the classic leaders in SaaS have rebounded from 2024 lows both in terms of growth and market caps.
When Anthropic hit a reported $4 billion in annual revenue at the end of 1H’25, it marked more than just another AI milestone. Code Generation as the Primary Growth Driver While everyone talks about general AI adoption, Anthropic identified code generation as the killer use case.
We’ve been tracking B2B growth metrics for over a decade, and what happened in the vibe coding space between November 2024 and July 2025 breaks every model we’ve seen. ” The AI handles architecture, data modeling, user experience, and deployment. Loveable : $0 → $100M ARR in 8 months. Not 8 quarters.
The global AI race is heating up as nations race to develop full-stack AI systems – integrated pipelines from data and hardware to models and applications. AI is already everywhere: in 2024, 78% of organizations reported using AI ( up from 55% in 2023 ). billion into AI in 2024 (about 12× China’s $9.3B).
The latest one is all AI with a big enterprise / B2B slant and is very good but dense. AI User Adoption Is Literally Unprecedented We know this, but still, the numbers do sort of blow your mind: ChatGPT: 0 to 800MM weekly users in 17 months (vs. Every B2B and SaaS company now competes in a global, AI-enabled market from Day 1.
So we were back on 20VC this week in our Latest in Tech deep dive with Harry Stebbings and Rory O’Driscoll of Scale: “The State of SaaS 2025: IPOs, AI, and the Coming Shakeout” The IPO Window Is Cracking Open (Finally) Chime’s $1.67B revenue IPO is the canary in the coal mine. After 4+ years.
The importance of such rapid alerting was highlighted during the CrowdStrike outage in July 2024, emphasizing the need for swift responses. The AI-powered insights have helped us identify and resolve issues faster, resulting in stellar uptime and increased customer satisfaction for Fortune 500 customers.” “Middleware.io
“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” GCP 23 35 52.2% Azure 26 33 26.9%
Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. On the former - we’ll see a lot of these experiments translate to production facing apps in 2024.
And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. Is 2024 any easier? The post 58% of You Say Sales Cycles Are Even Longer in 2024 appeared first on SaaStr. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well. Billion in ARR, said No.
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. Each of these businesses are large enough to justify it.
Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. AMZN pic.twitter.com/APuBHanjQv — Jamin Ball (@jaminball) August 1, 2024 And many VCs on X and otherwise are pushing a narrative venture has rebounded and implicit in that, things are improving.
When it comes to marketing Workspace, Alison shared they’re double down on showing off the value off of Duet AI, Google Workspace’s AI assistant. Their focus on Marketing with Duet AI with Workspace has been a way to open up business in new accounts. Right now, 70% of the GenAI startups are using Google Cloud.
For example, Google and AWS are already ZoomInfo customers, but only certain sub-segments within those businesses – not the entire org. So, in 2024, there should be a more normalized customer base from a retention perspective as you transition past Q1 and those customers are transitioning with you. What technologies do they use?
It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Let’s get into some high level data.
Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.
" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “I don’t even hear the words AI and budget in the same sentence.” ” “We are seeing stability in customer expansion patterns.
Who are the real AI winners. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. Heading into Q4 earnings, analysts had expectations for how each business would perform in 2024. net retention and CAC payback).
When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!
SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. The three worlds are: B2B2C B2B2B AI And then there are folks in impacted categories like ZoomInfo , where things haven’t really improved. Just build.
AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).
How do you ensure your AI product not only survives but thrives in this competitive market? In an upcoming talk , she’ll take a deep dive into the specifics of launching AI-first products. In an upcoming talk , she’ll take a deep dive into the specifics of launching AI-first products. Defining the value proposition.
So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. We’ll see if anything improved in the month of April, or if it was another challenged month.
While many gravitate towards major industry events for announcements, Joseph has a hot take (and we love a spicy take): do not announce a major new feature at a major industry conference (such as RSA Conference or AWS re:Invent). Start-ups to watch: This week, Demostack released its AI Data Generator to the public.
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%+. A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. Lots of deceleration in growth.
Before 2023, the term “generative AI” was met with blank faces. But over the past 12 months, Open AI’s ChatGPT has gone mainstream, Twitter has become X, Silicon Valley Bank collapsed, as did FTX, and WeWork… How many of these did you see coming? What will 2024 bring? What will 2024 bring?
And everyone hoping for AI acceleration will need to wait. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023.
Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. Another area we anticipate we will continue to invest in is AI. At this point, we have built an AI assistant to generate content for our customers, and we are also using AI internally for areas such as Engineering and Marketing.
The smart revolution has come – AI is significantly changing the way we live our daily lives. How has AI changed SaaS businesses? What are the possible challenges of implementing AI in SaaS? Hence, proprietors must stay informed about current and future AI trends in cloud-based software. Mobile-friendly design.
In 2025, foundation models or generative AIs like GPT-4, Claude, Gemini, and open-source LLaMA are reshaping AI research, software development, and SaaS products. Below we survey the cutting-edge LLMs of 2025 both commercial and open-source highlighting their key features, performance benchmarks, and use cases in AI workflows.
Finally, the Outlook integration is that Salesforce is planning to sunset it in June 2024. The data is stored in AWS (for 2 years only), so you don’t own it. Quickly create personalized emails thanks to templates and AI writing assistants. Risk of potential data loss if you deactivate the feature. Schedule meetings.
We kicked off 2024 by integrating some big names to our compliance automation platform. It’s really this simple: Connect your tech stack with Scytale Map the relevant controls Start automated evidence collection Let’s take a look at the integrations added so far in 2024, with many more exciting ones on the way.
Product-led growth is predicted to become even more prominent in 2024. For example, your AWS bill will most likely go up, but this is the case regardless of the growth model. For those who would like to implement the growth model, here's our product-led growth playbook. Let's dive in! Userpilot segmentation.
Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Some of Microsoft’s features are: Enterprise solutions : Microsoft provides comprehensive enterprise solutions, including cloud computing, AI, digital transformation, and more.
AI Commentary Some interesting AI commentary / stats I wanted to highlight from a couple earnings calls this week Microsoft on AI “We're excited that only 2.5 years in, our AI business is on track to surpass $10 billion of annual revenue run rate in Q2. ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B
But exactly how many employees does Amazon have in 2024? Key Amazon Employee Statistics (2024) Total Amazon Employees (2024): ~ 1.55 Key Amazon Employee Statistics (2024) Total Amazon Employees (2024): ~ 1.55 million in 2024. Corporate & Tech Employees: ~350,000 (software engineers, AWS, finance, etc.).
Once-dominant ChatGPT (GPT-4) sparked a global AI race, and by 2025 there are powerful new alternatives. Companies now weigh dozens of LLMs each with its own strengths when choosing AI to enhance products and automate workflows. Tech giants (Googles Gemini, Metas LLaMA) and startups worldwide are launching generative AI models.
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