SaaStr

MARCH 24, 2025

AI is already reshaping B2B SaaS, and its only going to accelerate. AI is Table Stakes Now. AI isnt a differentiator anymore per se its the baseline. Customers expect AI to be baked into your product, whether its automating workflows, improving onboarding, or delivering predictive insights. Mediocre AI wont cut it. #2.

AI 139

AI Trends SaaS AWS 139

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now “Grouping + AI” for Triage One area I’m quite excited to see AI revolutionize is “grouping + triage” workflows. Many of them AI based. Not the best start to cloud software earnings season!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Clouded Judgement

JUNE 19, 2024

Q1 was a very weak quarter of software earnings. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

APRIL 14, 2025

It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With a New, AI Demo Stage from 100+ Top AI Start-Ups! AI is transforming SaaS, and were dedicating two massive stages to the SaaStr.AI The SaaStr.AI Summit Is Back and Bigger.

VP of Engineering 188

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 188

Intercom, Inc.

FEBRUARY 26, 2018

The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. In addition, Microsoft & Snowflake announced a deeper AI go-to-market partnership with Snowflake. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation.

Artificial Intelligence 240

Artificial Intelligence AI AWS Cloud 240

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 289

Generative AI Outsourcing Services AI Software Review 289

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 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

SaaStr

AUGUST 3, 2024

Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. VCs are minting AI unicorns at a strong clip, and investing in AI at as fast a clip as they can. VCs are minting AI unicorns at a strong clip, and investing in AI at as fast a clip as they can.

AWS 232

AWS Scale Social Media SaaS 232

SaaStr

SEPTEMBER 10, 2023

I’m using Google Workspace (Gmail, Drive), AWS , Vercel , Slack , Figma , Notion , Salesforce , HubSpot , Secureframe , Clari , and Zapier. #2. Last week we had a great one with Luca Penati, CMO & CCO of BEE, check it out here. This week we have Shrav Mehta, Founder and CEO of Secureframe! #1. What’s your core stack of apps today?

AWS 294

AWS compliance AI Startup 294

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. For us, the SaaS model Amazon Web Services (AWS) offered was an amazing one to look at.

Enterprise 246

Enterprise AI SaaS AWS 246

SaaStr

DECEMBER 20, 2023

For example, Google and AWS are already ZoomInfo customers, but only certain sub-segments within those businesses – not the entire org. From Henry’s perspective, their software vertical and tech customers have hit a wall. The worst emotion for software sales is uncertainty. Who’s on the buying committee?

New CTO 308

New CTO Scale Sales Hiring CTO Hire 308

How To Buy Saas

MAY 29, 2025

In an era when executives are bombarded with tech buzzwords, it’s vital to focus on real-world AI uses that deliver business impact. This vivid idea captures AIs potential to act as assistants and insights machines, boosting efficiency and innovation. Executives also leverage generative AI for idea generation and reporting.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

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. At Intercom, we’ve found success running Lambda as glue code between AWS services.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

SaaStr

DECEMBER 20, 2023

Canva: – Almost $2B ARR – Growing 40%+ – Profitable And … 4,000 employees That's about $500k in revenue per employee That's where software really makes money — Jason ✨Be Kind✨ Lemkin  ?? 300 Employees Working on AI Not a surprise, but interesting to see the scale of investment here. #5.

AWS 303

AWS B2C Scaling AI 303

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

APRIL 11, 2024

Is Software Rebounding? 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. Some software companies also have seasonality in the “payback.” ” Lots of questions!

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. 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

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. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Sometimes new workloads are AI related. Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. " As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Startup Data 187

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 119

Artificial Intelligence AI Generative AI Blockchain 119

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! Why am I mentioning all this?

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Back then the median software NTM rev multiple was ~6x. Then there’s software specific data points. Then there’s the broader software universe. Follow along to stay up to date! Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

SaaStr

MAY 31, 2024

But this is software. Why am I selling insurance software while my neighbor saves lives at the ER? The world is crumbling, and I’m here peddling software.” If you love to write about AI chatbots, then write for Drift. We have 80% gross margins. Out of that billion, Aaron gets to play with $800M.

Sales Hiring 298

Sales Hiring Sales Recruiting Marketing Scale 298

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 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

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. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cloud 167

Cloud Azure AWS Software Review 167

User Pilot

MARCH 5, 2025

That’s where customer engagement software comes in. How I chose the best customer engagement software My evaluation process combined thorough feature analysis , a careful review of user feedback, and insights from industry reports. But how do you track and strengthen these connections? Userpilots pricing.

Software Review 52

Software Review Engagement Software Scale 52

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

User Pilot

AUGUST 18, 2024

How do you ensure your AI product not only survives but thrives in this competitive market? In an upcoming talk , she’ll take a deep dive into the specifics of launching AI-first products. In an upcoming talk , she’ll take a deep dive into the specifics of launching AI-first products. Defining the value proposition.

AI Search 105

AI Search Scale AI Strategy 105

Point Nine Land

JANUARY 30, 2019

How the AI wave could impact the B2B software industry in the next decade Last year I explained in a video, embedded below, that I believed the B2B software industry was entering a new stage: the SaaS wave was now in its deployment phase, and at the same time, the next big innovation wave, driven by AI, was in its installation phase.

AI Search 70

AI Search AI B2B Software 70

Clouded Judgement

JULY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Big Week of AI! This week had a number of important AI announcements. I asked ChatGPT how many price changes AWS has made to S3 since it’s inception in 2006, and the answer it gave me was 65. Staggering!

Cloud 144

Cloud Technical Review Software Review Artificial Intelligence 144

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.

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. ” They’re also seeing some real strength in AI Services. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

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. . ” Automating software, not automating people. It automates software.

Scale 181

Scale Marketing AWS Machine Learning 181

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