SaaStr

JULY 2, 2025

🚨 Microsoft's 2025 strategy in numbers: ❌ 15,300+ employees laid off (7% of workforce) YTD: •9,000 cuts announced July 2 •6,000 cuts in May •300+ cuts in June •Performance cuts in January •and only halfway through year 💰 $80 billion invested in AI infrastructure 40%… pic.twitter.com/LJVfwStpW9 — Jason ✨👾SaaStr.Ai✨

184

184

Tom Tunguz

FEBRUARY 13, 2023

AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. Today, our largest R2 customer is another AI company using us for exactly the purpose of being a neutral place to store their training data. Yesterday, Cloudflare announced earnings.

Cloud 243

Cloud Azure Headcount Software Review 243

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally).

AI 190

AI Cloud Revenue Technical Advisors 190

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. Over the past couple months, we’ve spoken with dozens of Fortune 500 and top enterprise leaders , 2 and surveyed 70 more, to understand how they’re using, buying, and budgeting for generative AI.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

Clouded Judgement

SEPTEMBER 19, 2023

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) 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. However, the two are intertwined together.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

How To Buy Saas

MAY 21, 2025

Importantly, ATS platforms have evolved with AI-driven features , diversity and bias reduction tools , and deep analytics to meet todays hiring challenges. Manatal Best AI-Powered ATS for HR Teams Pricing: Key Features: Ideal Use Case: 5. Workable Best ATS for Medium-Sized Companies Pricing: Key Features: Ideal Use Case: 3.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

SaaStr

OCTOBER 16, 2024

The bar has gone up, and it’s not just in AI. Buyers are expecting much more from a product, and yes, AI is accelerating those expectations. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. So non-tech is strong, we all know AI is strong. Is there a bubble?

Sales Hiring 312

Sales Hiring Scale AI SaaS 312