Tom Tunguz

NOVEMBER 4, 2024

“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%

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225

SaaStr

MAY 2, 2023

So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. The Cloud is still growing. And Another 18% in 2024. But they are still growing.

Azure 268

Azure AWS SaaS Cloud 268

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 306

Cloud Scale AWS AI 306

Tom Tunguz

NOVEMBER 8, 2023

At the IMPACT Summit yesterday, I shared our Top 10 Trends for Data in 2024. The Pendulum Swings to Small Data : Modern Mac laptops have the same computational power as the AWS servers Snowflake used to launch the company. LLMs Transform the Stack : Large language models transform data in many ways.

Artificial Intelligence 228

Artificial Intelligence Trends Data Software Review 228

SaaStr

AUGUST 3, 2024

Microsoft has epic growth across its Cloud products, and even LinkedIn saw growth accelerate to 10%+. Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. OneStream had an epic SaaS IPO at $500m ARR, growing 34%. 200m for Clio. # Keep calm and carry on.

AWS 232

AWS Scale Social Media SaaS 232

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Follow along to stay up to date! which feels unlikely.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

FastSpring

APRIL 29, 2025

How FastSpring handled scalability for gaming customers during Cyber Weekend 2024. With AWS elasticity and real-time observability, FastSpring can make adjustments and scale instantly, ensuring uninterrupted transactions no matter how many players are buying. Below, well cover: Why scalability is important for video games and D2C.

Payment Services 133

Payment Services Payments Payment Solutions Payment Methods 133

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Much, Much, Much More Efficient Than 12-24 Months Ago The story of almost every Cloud leader. That’s 2024. #3. But like many SaaS and Cloud leaders today, the bigger ones are still growing faster. The story is super inspiring. It’s rocketed to +21.6%.

Fractional VPE 279

Fractional VPE Part-Time VPE Scale SMB 279

SaaStr

MAY 31, 2023

So Snowflake is the high flier in Cloud. It’s one of the few still commanding a premium multiple in today’s world, and still growing at tremendous rates: Snowflake is also a barometer of everything in SaaS and Cloud, because a significant amount of its revenue is consumption-based, at least in part. Not none, just less.

Headcount 246

Headcount Scale Sales Hiring AWS 246

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. 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.

Cloud 184

Cloud Software Azure AWS 184

SaaStr

DECEMBER 20, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CEO of ZoomInfo , Henry Schuck. So, what’s new at ZoomInfo?

New CTO 308

New CTO Scale Sales Hiring CTO Hire 308

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings.

Cloud 167

Cloud AWS Metrics Subscription 167

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. All eyes shifted to the AWS report on Thursday. They grew 16%!!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date! So far - you’re either tied to AI tailwinds, or it’s rough out there.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 2024 will be the year of AI applications! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand).

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s put aside the short term, and think about what the drivers will be of software valuations over the next couple quarters into the first half of 2024. Are 2024 estimates too high? Follow along to stay up to date! Just right?

Software Review 130

Software Review Cloud Software AWS 130

Tom Tunguz

NOVEMBER 28, 2023

Improved terms from the cloud service providers have contributed to margin expansion.” " Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Startup Data 187

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. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Trends 130

Trends Cloud Azure GCP(Google Cloud Platform) 130

Scytale

OCTOBER 30, 2024

9 Best HIPAA Compliance Tools in 2024 Now that we’ve gone over what to look for in a HIPAA compliance tool, here are the nine best options available in 2024: 1. TrueVault provides secure cloud storage for HIPAA-regulated information, ensuring that PHI is fully protected with data encryption and other security measures.

Payment Services 52

Payment Services compliance Payment Solutions Payment Methods 52

Scytale

NOVEMBER 18, 2024

New York, NY, 18 October, 2024 Scytale is excited to announce the launch of its support for partnerships with Managed Security Service Providers (MSSPs). Scytale will be showcasing its comprehensive compliance solutions at an exclusive golf networking event during AWS re:Invent 2024.

compliance 52

compliance Management AWS Innovation 52

Scytale

JULY 8, 2024

Scytale joins AWS ISV Accelerate Program to enhance cloud-based compliance automation solutions. This partnership will help Scytale reach new heights by directly connecting with the AWS Sales organization, which means direct access to more AWS tools that better serve Scytale’s customers in their compliance journeys.

AWS 52

AWS Marketplace as a Service compliance Innovation 52

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. MongoDB was down 23%, a great Cloud stock consistently growing in the 30s. Why does 2024 in AI feel like 2021? Just build. in 12 months?

CTO Hire 143

CTO Hire AI Venture Capital Sales Hiring 143

User Pilot

FEBRUARY 15, 2024

To support this, it offers a range of modules, including Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud. 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.

Cloud 105

Cloud Engagement AWS Communication 105

Scytale

JUNE 24, 2024

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.

compliance 52

compliance Scale AWS Cybersecurity 52

Buffer Resources

AUGUST 16, 2023

This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. Merchant Fees At Buffer, we rely on Stripe, Google, and Apple for our payment processing needs.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

Teamgate

JUNE 11, 2025

The importance of such rapid alerting was highlighted during the CrowdStrike outage in July 2024, emphasizing the need for swift responses. is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. “Middleware.io ” – Tatevik H.,

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

BetterCloud

MAY 6, 2024

Emerging from our survey in no particular order: Adobe Creative Cloud : A powerhouse suite offering design tools for graphic design, video editing, web development, and photography. Amazon Web Services (AWS) : A leader in cloud computing, offering a wide array of services for storage, databases, networking, and more.

Outsourced Development 52

Outsourced Development SaaS AWS Web Developers 52

How To Buy Saas

MAY 27, 2025

Pro Google DeepMind Not Public 1M tokens Multimodal, long-context, efficient (MoE) Long-doc analysis, video/audio integration API via Google Cloud Commercial Claude 4 Opus Anthropic Not Public 200K+ tokens (1M Enterprise) Code generation, safety, factual accuracy Coding, enterprise chatbots, legal use cases API via Anthropic Commercial LLaMA 3.1

Artificial Intelligence 40

Artificial Intelligence AI Search AI Software Review 40

User Pilot

APRIL 30, 2024

Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources. Microsoft offers enterprise solutions, productivity suites, and cloud services for both B2B and B2C sectors, emphasizing innovation and efficiency.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

How To Buy Saas

APRIL 25, 2024

Most notably, it’s started to help businesses who use cloud-based services operate and deliver their services to their customers more efficiently. Keep reading to explore the cloud-based service industry and its brief evolution. In the 2000s, they introduced a groundbreaking cloud-based CRM solution, changing the whole industry.

Artificial Intelligence 52

Artificial Intelligence Trends AI Machine Learning 52

SaaStr

JUNE 1, 2025

The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs. The Scary Part: Energy consumption is exploding.

AI Search 243

AI Search AI CTO Hire ChatGPT 243

Clouded Judgement

NOVEMBER 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” AWS on AI “AWS's 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."

AI 167

AI Cloud Technical Advisors AWS 167

Scytale

OCTOBER 30, 2024

9 Best HIPAA Compliance Tools in 2024 Now that we’ve gone over what to look for in a HIPAA compliance tool, here are the nine best options available in 2024: 1. TrueVault provides secure cloud storage for HIPAA-regulated information, ensuring that PHI is fully protected with data encryption and other security measures.

Payment Services 52

Payment Services compliance Payment Solutions Payment Methods 52

How To Buy Saas

JUNE 3, 2025

Access and integration : Some LLMs offer public APIs or cloud deployment (ChatGPT, Claude, Mistral on Azure), while open models can be self-hosted. This changes procurement and architecture: SaaS teams can avoid vendor lock-in by using open weights or multi-cloud APIs. As a result, GPT alternatives now come with trade-offs.

Artificial Intelligence 59

Artificial Intelligence Software Review Development Team Review Technical Review 59