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5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? And it’s gone much more aggressive in its sales motions.

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Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. They’re often rapidly hiring engineers (to build more features) and sales reps (to sell the product) in attempts to capture the majority of a market against their competition (both other startups and incumbents). ” Quite the claim!

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How to Navigate the Shift to Generative AI with PagerDuty’s CEO Jennifer Tejada

SaaStr

Delivering that level of fidelity at scale is a technically and architecturally challenging problem to solve for. Over the last 18 months, on earnings call, Jennifer noted that: Sales cycles are longer because more approvals are required. Will Humans Be in the Loop in 2025, ‘26, and ‘27?

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We?re About To See a Lot More SaaS Debt

SaaStr

I argue that standard saas metrics make it possible for founders to scale using debt capital (production capital thats cheaper) instead of solely relying on venture capital (financial capital thats more expensive). . The SKYY First Trust Cloud Computing ETF has grown to $3.3 Don’t VC’s Want This Dealflow? Why Let Banks In?

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The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

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What Builders Talk About When They Talk About AI

Andreessen Horowitz

And the broad impact of this wave of AI is already creating the sort of massive value we’ve seen with other platform shifts, like the internet, mobile, cloud. Given we’re still at the beginning of this paradigm shift, however, it can be tough to envision where these initial breakthroughs will lead and how they’ll transform our world.

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DataOps Solutions: Software, Tools, and Alternatives

Neil Patel

By 2025, that number may skyrocket to 181 zettabytes. Data can provide invaluable insights into everything from demographics to customer behavior , even future sales forecasting and more. DataOps are the architectures and software developed to do all of this at scale, in an agile, responsive manner. It’s a lot.