SaaStr

MAY 16, 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.

Azure 301

Azure AWS Sales B2B 301

Tom Tunguz

MARCH 1, 2025

Which is the best business in AI at the moment? I analyzed Q4 revenue data from publicly traded companies across multiple sectorssoftware companies, consulting firms, and hardware manufacturers to determine which segment dominates the AI market. In second place, Microsoft’s AI business, including Azure, is at a $3.25b Q4 revenue.

AI 242

AI Revenue Azure Consulting 242

Tom Tunguz

APRIL 30, 2024

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. Each of these businesses are large enough to justify it.

Cloud 306

Cloud AWS Azure AI 306

Clouded Judgement

JUNE 19, 2024

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.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

OCTOBER 27, 2023

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.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

NOVEMBER 28, 2023

" 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.” “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter.

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure Data Startup 183

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 2024, we believe the revenue opportunity will be multiples larger in the enterprise. Budgets for generative AI are skyrocketing. This is a massive opportunity for founders.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

Clouded Judgement

APRIL 11, 2024

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).

Cloud 184

Cloud Software Azure AWS 184

Andreessen Horowitz

APRIL 5, 2024

a16z General Partner Zane Lackey and Partner Joel de la Garza recently sat down with us to discuss the state of security in 2024. They addressed the top concern for CISOs: the impact of generative AI on enterprise security. Secondly, companies adopting generative AI will need to rethink their technology stack.

Generative AI 101

Generative AI Enterprise AI Technical Review 101

Clouded Judgement

NOVEMBER 10, 2023

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!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

SaaStr

JUNE 26, 2024

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.

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

Clouded Judgement

MAY 10, 2024

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.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. And everyone hoping for AI acceleration will need to wait. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

FEBRUARY 3, 2023

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.

Cloud 130

Cloud Azure AWS Generative AI 130

How To Buy Saas

MAY 27, 2025

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.

Artificial Intelligence 40

Artificial Intelligence AI Search AI Software Review 40

Valuize Consulting

SEPTEMBER 30, 2024

Utilize AI-driven chatbots for 24/7 support, capable of handling routine inquiries and escalating complex issues to human agents. Microsoft Azure: Microsoft Azure offers a wide range of cloud services, including computing, analytics, storage, and networking. Scientific Research Publishing, [link] Accessed 11 September 2024.

Customer Success 52

Customer Success Strategy Azure Technical Review 52

User Pilot

APRIL 30, 2024

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.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

Valuize Consulting

SEPTEMBER 30, 2024

Utilize AI-driven chatbots for 24/7 support, capable of handling routine inquiries and escalating complex issues to human agents. Microsoft Azure: Microsoft Azure offers a wide range of cloud services, including computing, analytics, storage, and networking. Scientific Research Publishing, [link] Accessed 11 September 2024.

Customer Success 52

Customer Success Strategy Azure Technical Review 52

Clouded Judgement

NOVEMBER 1, 2024

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.

AI 167

AI Cloud Technical Advisors AWS 167

How To Buy Saas

JUNE 3, 2025

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.

Artificial Intelligence 59

Artificial Intelligence Software Review Development Team Review Technical Review 59