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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 256
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10 Predictions for Data at the Impact Summit

Tom Tunguz

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. 2020 is the decade of data. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data 281
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RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

Retrieval-Augmented Generation (RAG) is a cutting-edge approach in AI that combines large language models (LLMs) with real-time information retrieval to produce more accurate and context-aware outputs. Think of a standard LLM as a very smart student who has learned a lot of general information.

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Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

SaaStr

Drift brings Conversational Marketing, Conversational Sales and Conversational Service into a single platform that integrates chat, email and video and powers personalized experiences with artificial intelligence (AI) at all stages of the customer journey.

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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

” The Early Days: Finding the First Customers Databricks started with a unique advantage: Spark, the open-source project developed by its founders, was already widely adopted. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model. Talk to users.

Scale 176
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Top LLMs in 2025: Best Large Language Models for AI, SaaS & Development

How To Buy Saas

The era of large language models (LLMs) is booming. In 2025, foundation models or generative AIs like GPT-4, Claude, Gemini, and open-source LLaMA are reshaping AI research, software development, and SaaS products. We also explain how developers and SaaS founders can leverage them.

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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

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. Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand). Follow along to stay up to date!

Cloud 190