Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc.

Merchant Services 82

Merchant Services Payment Services Payment Features Payments 82

Clouded Judgement

APRIL 28, 2023

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. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

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 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong. 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. New customer growth seems to be picking up.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 31, 2023

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. The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support.

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

AUGUST 11, 2023

While the overall median revenue multiple of the software universe is ~6x (which is ~25% below the long term average of ~8x), high growth software is currently trading at a premium to it’s long term average (9.4x And everyone hoping for AI acceleration will need to wait. Revenue multiples are a shorthand valuation framework.

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%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. But growing with a usage-model is not as straightforward as traditional subscription SaaS. Then they tell their boss what to buy.

Scale 98

Scale Pricing Scaling AWS 98

How To Buy Saas

APRIL 25, 2024

The smart revolution has come – AI is significantly changing the way we live our daily lives. How has AI changed SaaS businesses? What are the possible challenges of implementing AI in SaaS? Hence, proprietors must stay informed about current and future AI trends in cloud-based software. Mobile-friendly design.

Artificial Intelligence 52

Artificial Intelligence AI Trends Machine Learning 52

ProfitWell

SEPTEMBER 25, 2019

One of the most famous lines from Citizen Kane is, “It's no trick to make an awful lot of money, if that's all you want is to do is make a lot of money.” That’s never been truer for software businesses in particular than in the past 10-15 years, with the internet stimulating an explosion in the number of viable revenue models.

Payments 40

Payments Revenue Payment Methods SaaS Payments 40

SmartKarrot

JANUARY 18, 2022

A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.”

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

AUGUST 22, 2020

Five people in the digital team were looking at blockchain projects and three people on that digital team were looking for long term AI transformation. If there’s a social security number and other pieces of AI, then automatically it’s limited to this org or this subset of the org. Is AWS in the lead?

Sales Recruiting 148

Sales Recruiting Cloud CTO Hire Scale 148

SaaStr

MARCH 1, 2024

Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. The Pace of AI is Increasing Dramatically Something ground-shifting has been happening over the last five years — the pace of innovation. Now, it’s 100+ times.

Generative AI 251

Generative AI Outsourcing Services AI Software Review 251