Tom Tunguz

NOVEMBER 4, 2024

” Those quotes from Amazon & Microsoft last week underscore the dramatic transformation in cloud growth rates. Cloud Growth Rates Nadir This Quarter % Change AWS 12 19 58.3% Azure 26 33 26.9% Across the 3 major clouds, the growth rates have increased between 27% and 58% from their nadir about a year ago.

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225

SaaStr

DECEMBER 28, 2023

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. So there is plenty of reason for at least modest optimism for 2024.: And Gartner still predicts overall Cloud spend will grow to record rates in 2024. Albeit Only a Little Bit.

Azure 349

Azure Cloud SaaS Trends 349

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. On Tuesday, Azure and Google spooked the market.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

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

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. Azure reported on Tuesday and gave us that glimmer of hope. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Tom Tunguz

NOVEMBER 28, 2023

Improved terms from the cloud service providers have contributed to margin expansion.” “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. ” For startups operating within data, which tops buyers’ lists , this news further signals a stronger market in 2024.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Startup Data 187

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). Let’s double click on Azure. Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 144

Cloud Azure Trends Forecasting 144

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

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Said another way, I believe that software valuations were holding up so well in the face of a ~5% 10Y because the market expected acceleration and 2024 numbers to come up. Maybe with the exception of hyperscalers (particularly Azure).

Software Review 167

Software Review Cloud Software Azure 167

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

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

Andreessen Horowitz

MARCH 21, 2024

In 2024, we believe the revenue opportunity will be multiples larger in the enterprise. Moreover, nearly every single enterprise we spoke with saw promising early results of genAI experiments and planned to increase their spend anywhere from 2x to 5x in 2024 to support deploying more workloads to production.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

How To Buy Saas

MAY 26, 2025

In fact, Gartners 2024 AI report advises organizations that want to use generative AI on private data to prioritize RAG investments. All retrieval can be done behind your firewall or within your cloud, so data stays secure. While the acronym might sound funny, the concept has proven incredibly powerful.

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 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 144

CTO Hire AI Venture Capital Sales Hiring 144

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. So in the realm of security, this means that the landscape may resemble that of the cloud, with vulnerability scans, identity layers, and possibly DLP layers down the line.

Generative AI 101

Generative AI AI Enterprise Technical Review 101

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

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

Valuize Consulting

SEPTEMBER 30, 2024

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. Orion Scholar Journals Publication, 5 April 2024, [link] Accessed 11 September 2024. Onesi, Oseremi.

Customer Success 52

Customer Success Strategy Azure Technical Review 52

Valuize Consulting

SEPTEMBER 30, 2024

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. Orion Scholar Journals Publication, 5 April 2024, [link] Accessed 11 September 2024. Onesi, Oseremi.

Customer Success 52

Customer Success Strategy Azure Technical Review 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

How To Buy Saas

MARCH 21, 2024

This is much the same but with software: you subscribe and get access to it (hosted on the cloud) without worrying about installation, maintenance, or updates. These apps run in the cloud and provide consistent experiences across all devices. Platforms like Microsoft Azure or Amazon Web Services are good examples in this regard.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

SaaStr

OCTOBER 16, 2024

So yes, while it’s true that challenges are real for those in the right-hand column above – overall cloud spend is still up 20%. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire.

Sales Hiring 317

Sales Hiring Scale AI SaaS 317

Clouded Judgement

NOVEMBER 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” “Azure OpenAI usage more than doubled over the past 6 months” “GitHub Copilot enterprise customers increased 55% quarter-over-quarter” Google on AI “Gemini API calls have grown nearly 14x in a 6-month period.”

AI 167

AI Cloud Technical Advisors AWS 167

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