SaaStr

FEBRUARY 21, 2024

AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. That’s a high value for AWS.

AWS 216

AWS Scale Sales Hiring Marketing 216

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. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. AWS had a FASCINATING report.

Cloud 130

Cloud Azure AWS AI Search 130

Tom Tunguz

NOVEMBER 28, 2023

Consumption continued to grow in the month of October…Consumption trends have improved.” " 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.”

GCP(Google Cloud Platform) 138

GCP(Google Cloud Platform) Azure Data Startup 138

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. Follow along to stay up to date!

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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!

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

APRIL 11, 2024

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. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,

Cloud 177

Cloud Software Azure AWS 177

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

Andreessen Horowitz

APRIL 30, 2024

ABOUT IN THE VAULT “In the Vault” is a new audio podcast series by the a16z Fintech team, where we sit down with the most influential figures in financial services to explore key trends impacting the industry and the pressing innovations that will shape our future. Follow this show on our podcast feed so you don't miss an episode.

Development 95

Development Technical Review AI AWS 95

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

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. SaaS trends that are on the rise. Here are some of the biggest trends in the industry right now: Cloud-based Services. AI Integrations.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. Cost of revenue is trending down for SaaS companies, leading to higher gross margins.

Trends 40

Trends Marketing SaaS Azure 40

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. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software.

Scale 98

Scale Pricing Scaling AWS 98

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%+. Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud 130

Cloud Azure AWS Generative AI 130

Andreessen Horowitz

APRIL 30, 2024

ABOUT IN THE VAULT “In the Vault” is a new audio podcast series by the a16z Fintech team, where we sit down with the most influential figures in financial services to explore key trends impacting the industry and the pressing innovations that will shape our future. So, you touched on trend one, which I think is really obvious now.

Payment Solutions 76

Payment Solutions Payments Payment Services SaaS Payments 76

Intercom, Inc.

DECEMBER 31, 2019

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. Big tech takes over. Rise of the cloud and SaaS businesses.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. and, now, Salesforce buying Tableau, so that trend has continued.

Cloud 101

Cloud Scale AWS Machine Learning 101

How To Buy Saas

APRIL 25, 2024

The smart revolution has come – AI is significantly changing the way we live our daily lives. Staying ahead of the curve is crucial since emerging trends influence the direction the sector will take in the coming years. How has AI changed SaaS businesses? What are the possible challenges of implementing AI in SaaS?

Artificial Intelligence 52

Artificial Intelligence AI Trends Machine Learning 52

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. . We also recently wrote about the marketing tech trends we’re eyeballing in 2020: .

Scale 181

Scale Marketing AWS Machine Learning 181

Sales Hacker

DECEMBER 3, 2019

Until that data set becomes a broader corpus, AI is still just hype. The content that resonates best with buyers discusses issues and tells great stories, says Cameron Tanner at AWS. At the US Open, IBM promoted to use of artificial intelligence to find match highlights based on audience noise levels, but that’s only one data point.

Sales Enablement 85

Sales Enablement Artificial Intelligence Branding Sales Hiring 85

Clouded Judgement

SEPTEMBER 19, 2023

The rise of foundation models and generative AI only furthers this trend. But this isn’t another post about AI, it’s about the future of data infrastructure. As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.”

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Chart Mogul

DECEMBER 6, 2023

Before 2023, the term “generative AI” was met with blank faces. But over the past 12 months, Open AI’s ChatGPT has gone mainstream, Twitter has become X, Silicon Valley Bank collapsed, as did FTX, and WeWork… How many of these did you see coming? Polis Pilavas , VP Engineering at ChartMogul “AI will dominate and disrupt.

AI Search 52

AI Search SaaS Generative AI ChatGPT 52

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Reports : With customizable reports , Mixpanel enables you to visualize data and track trends over time. What are the benefits of the SaaS model? Mixpanel analytical dashboard.

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

User Pilot

JANUARY 26, 2024

For example, your AWS bill will most likely go up, but this is the case regardless of the growth model. This allows them to track trends in user sentiment (NPS, PMF, CSAT) and identify opportunities to add value to the product and make the product experience even more positive. Of course, your infrastructure costs might increase.

SaaS 103

SaaS Acquisition Onboarding Retention 103

Andreessen Horowitz

APRIL 30, 2024

ABOUT IN THE VAULT “In the Vault” is a new audio podcast series by the a16z Fintech team, where we sit down with the most influential figures in financial services to explore key trends impacting the industry and the pressing innovations that will shape our future. David: I know you ended up doing some graduate work in health care and in AI.

Artificial Intelligence 81

Artificial Intelligence AI Banking AWS 81

FastSpring

FEBRUARY 23, 2023

Since Michael founded the firm in 2004, it has grown to over 30 offices worldwide, and they’ve worked with Intel, AWS, and Salesforce, among many other well-known brands. So I think the video space is a big trend area that we’re starting to see in a global front, and I’m sure you’ve seen that as well.

Payment Solutions 143

Payment Solutions SaaS Payments Strategy Software 143

SaaStr

SEPTEMBER 13, 2020

Byron Deeter and Elliott Robinson, partners at Bessemer Venture Partners, offer macro trends in the public and private cloud markets, strategic advice to cloud founders, and insights into why entrepreneurs should feel auspicious about the future. We’ve all seen AWS and what they’ve done with their platform.

Sales Hiring 161

Sales Hiring Scale Payments Cloud 161

SmartKarrot

JANUARY 18, 2022

Found by Manoj Dawane in 2016, VTION is an Indian-origin media technology innovation company that aims at measuring media audiences by analyzing consumer trends and behaviors. Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.” Freshworks.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

AUGUST 22, 2020

366: The buzz that accompanies digital transformation trends is infinite. 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. Is AWS in the lead? This episode is an excerpt from a session at SaaStr Summit: Enterprise.

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. Base10 is interested in mega-trends that change how people live and work in the next ten years. Last year, over $4B was raised in the first half. Now, it’s 100+ times.

Generative AI 251

Generative AI Outsourcing Services AI Software Review 251

SaaStr

MAY 21, 2019

Join Bessemer Venture Partners’ Byron Deeter and Kristina Shen as they take a look at trends and predictions for the cloud industry in 2019. 78 times in the AWS … ADABAS was referenced in the Amazon press release and earnings announcement. Want to see more content like this? Join us at SaaStr Annual 2020. Twice for retail.

Cloud 166

Cloud Scale Finance Retention 166