Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. 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. net retention and CAC payback). Is Software Rebounding?

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 161

Cloud Azure AWS Software Review 161

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

Tom Tunguz

APRIL 6, 2023

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI. The video is here.

Generative AI 212

Generative AI AI GCP(Google Cloud Platform) Startup 212

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. Double the price!

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 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. And everyone hoping for AI acceleration will need to wait. Private companies like CoreWeave and Lambda (who offer cloud GPUs) are also seeing a big boost.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS 206

AWS Scale Sales Hiring Marketing 206

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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%+. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

MARCH 24, 2019

Goodness : We forget about the OS in the Cloud, but we all need to still deal with things like Windows 7 IRL: One perspective on the Top 25 VCs in SaaS now: Pretty Funny. Clippy was AI before AI: China is a whole different world for SaaS. Alibaba is their AWS (or becoming it): The Cloud is better.

Cloud 141

Cloud AWS AI Acquisition 141

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.” Improved terms from the cloud service providers have contributed to margin expansion.”

GCP(Google Cloud Platform) 143

GCP(Google Cloud Platform) Azure Data Startup 143

IT World

DECEMBER 10, 2019

At its AWS re:Invent 2019 event, the company acknowledged that computing power can be more useful when it’s closer to home, announcing three new services for reducing latency, including a mini-cloud you can house in your own data center. Get the latest cloud computing insights by signing up for our newsletter. ]

AWS 40

AWS Cloud Machine Learning Artificial Intelligence 40

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.

Cloud 100

Cloud Scale AWS Machine Learning 100

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Anyone should be able to build any Cloud solutions they want. Keep reading to learn what the four most common SaaS assumptions are, and watch Adam knock each one down with the power of generative AI.

Generative AI 248

Generative AI AWS AI Artificial Intelligence 248

SaaStr

APRIL 26, 2024

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 211

AI Search AI Artificial Intelligence Scale 211

SaaStr

NOVEMBER 24, 2021

Pothole #4 – Promoting Your Best Salesperson to Manager. It’s a common occurrence in SaaS –– the highest-performing sales rep gets promoted to manage a team.

Sales Hiring 189

Sales Hiring Scale Compensation Sales 189

Intercom, Inc.

DECEMBER 31, 2019

The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. Rise of the cloud and SaaS businesses. If the smartphone is foundational to the social changes we’ve seen in the past decade, then the cloud is foundational to how business has changed.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

User Pilot

FEBRUARY 15, 2024

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

Cloud 88

Cloud Engagement AWS Data 88

Intercom, Inc.

FEBRUARY 26, 2018

The arrival of cloud computing, IaaS, PaaS etc. Cloud computing is dominant. AI is potentially the next elephant waiting to enter the room. Our engineers also write a lot of Ruby code, which knits together a lot of AWS, infrastructure, platform and SaaS technologies that form the core of Intercom’s backend infrastructure.

Software Review 224

Software Review Outsourcing Services Software Outsourced Development 224

Andreessen Horowitz

APRIL 30, 2024

In this conversation, a16z General Partner Angela Strange talks with J eff Sloan, former CEO of Global Payments, about how he was early to spot significant industry trends, how to make bets that move an organization, and the sea change that AI represents for the financial services industry. for cloud SaaS software at Global Payments.

Payment Solutions 84

Payment Solutions Payments Payment Services SaaS Payments 84

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. Another area we anticipate we will continue to invest in is AI.

Merchant Services 75

Merchant Services Payment Services Payment Features Payments 75

Intercom, Inc.

FEBRUARY 13, 2020

Instead, we’re entering an exciting new moment in marketing where AI tools not only have the ability to free up humans to do the best work of their careers, they are helping companies reach their customers in a highly personal and engaging way. Thankfully, no such Armageddon is on the horizon.

Scale 181

Scale Marketing AWS Machine Learning 181

How To Buy Saas

OCTOBER 14, 2021

One-stop database solution for MySQL, Redis, and SQL Server on Amazon Web Services(AWS). A conversational AI platform to build hybrid chatbots on any channel to increase leads, demos, and automate support … Add to wishlist Added to wishlist Removed from wishlist 0. $ Add to wishlist Added to wishlist Removed from wishlist 0.

SaaS Payments 108

SaaS Payments Payment Solutions Payment Methods Software Review 108

ProfitWell

SEPTEMBER 10, 2020

Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7 28% of IT spending will shift to the cloud by 2022. Gartner is also predicting that nearly a third of IT spending will shift to the cloud by that same year.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Panintelligence

FEBRUARY 7, 2024

You must constantly be innovating, and companies will be spending more and more on this for an awful long time." Nowadays, as a hacker, you can immediately start hitting Fintechs with vulnerabilities that they probably didn't previously know existed, but the hacker has got them in five minutes from an AI.

Payments 52

Payments Data Payment Services Payment Solutions 52

How To Buy Saas

APRIL 25, 2024

The smart revolution has come – AI is significantly changing the way we live our daily lives. Most notably, it’s started to help businesses who use cloud-based services operate and deliver their services to their customers more efficiently. How has AI changed SaaS businesses? The adoption of cloud-based software.

Artificial Intelligence 52

Artificial Intelligence AI Trends Machine Learning 52

OPEXEngine

OCTOBER 25, 2019

Meanwhile, the global public cloud software as a service (SaaS) market is hitting an annual run rate of $100B in 2019 and forecast to grow to US $157 billion in 2020, more than doubling the market size from 2014. Cloud services spending is also fueling the data center hardware and software market to grow to $150 billion.

Trends 40

Trends Marketing SaaS Azure 40

Audacix

MAY 11, 2023

Cloud platform vulnerability scanning tools Most businesses are shifting to a cloud-based model and using cloud infrastructure for their applications and APIs because of higher flexibility and scalability. This cloud infrastructure also needs to be secured. Other best-practice cloud security controls.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Intercom, Inc.

JANUARY 12, 2021

This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. Multi-cloud architectures. The top ten technical strategies to avoid. But for the rest of us?

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

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. How is ZoomInfo Integrating More Advanced AI? So, what’s new at ZoomInfo?

New CTO 250

New CTO Scale Sales Hiring AWS 250

Sales Hacker

OCTOBER 6, 2023

Big things also happening in the AI space. The buzz and the pressure to implement AI solutions can be overwhelming. In partnership with Jorge Peñalva , the CEO of Lang.ai , and the team at G2 we’ve built the first framework to implement AI for GTM teams. Max Altschuler from the GTMfund answers this: “AI is not a silver bullet.

Artificial Intelligence 91

Artificial Intelligence AI Generative AI Blockchain 91

SaaStr

DECEMBER 13, 2021

During those 30 years as an Open Source platform, multiple developers and professionals adopted and contributed to it to the point where, today, Linux is everywhere—supercomputers, AI, IoT, embedded devices, and so on. We’re currently in the age of the public cloud. Open Source is here to stay—and Open Source + SaaS is the future.

AI 236

AI Enterprise SaaS AWS 236

SaaStr

JULY 19, 2022

Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers.

GCP(Google Cloud Platform) 218

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 218

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 84

SaaS Payments Payment Services Payment Methods Payment Solutions 84

Clouded Judgement

SEPTEMBER 19, 2023

Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade. The rise of foundation models and generative AI only furthers this trend. However, the two are intertwined together. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130