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Pilot: 57% of Venture Startups Will Need to Raise More In 2024

SaaStr

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. Carpe Diem.

Startup 315
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How Much Should You Expect Your Startup to Slow in 2022?

Tom Tunguz

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider. Q/Q Growth Rate Change.

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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

That’s much more work than the automatic credit card payment with AWS. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. How this quandary resolves will determine the most attractive places to build new infrastructure startups.

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. There are 4 questions startups should ask themselves about building with generative AI. Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

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Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

“Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. " Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure.

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Clouded Judgement 4.28.23

Clouded Judgement

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. Azure came in at 31% (constant currency). They then guided to 26-27% Azure growth in Q2.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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

Cloud 177