AWS Azure Investment 
SaaStr
OCTOBER 28, 2022
I’ve also seen this in the leaders in eComm I’ve invested in, like Gorgias. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. Cloud Giants Update: AWS (Amazon): $82B run rate growing 28% YoY (last Q grew 33%). Perhaps as it should be.
Tom Tunguz
NOVEMBER 4, 2024
“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” Azure 26 33 26.9% GCP 23 35 52.2%
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Clouded Judgement
JUNE 17, 2025
And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. This is for information purposes and should not be construed as an investment recommendation.
Tom Tunguz
APRIL 30, 2024
Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Google and Microsoft would wait another two years to replicate a similar level of investment. Google and Microsoft would wait another two years to replicate a similar level of investment.
SaaStr
MAY 16, 2022
So follow AWS, Azure and Google Cloud. And it is stressful, especially if you invested at those peaks or as founders raised money at relatively high valuations and multiples. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. For now, they are still on fire.
SaaStr
FEBRUARY 7, 2025
Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Final Advice for Revenue Leaders After nearly a decade of scaling Databricks, Ron has one core piece of advice for revenue leaders: hire the best people and invest in them. Talent beats everything. Culture beats everything.
SaaStr
NOVEMBER 3, 2022
My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.
Expert insights. Personalized for you.
299 
Let's personalize your content