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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. 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.

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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

Competitive Response from Incumbents Potential Disruptors : Microsoft integrating vibe coding into Power Platform/Office suite Google developing natural language interface for Google Cloud Amazon building vibe coding capabilities into AWS Adobe creating AI-native design-to-code workflows Risk Assessment : High impact, high probability.

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Why AI is no longer optional: Insights from SaaS Capital’s 2025 B2B Benchmarking Survey

ChurnZero

This year, SaaS Capital’s industry-leading B2B Benchmarking Survey covered AI adoption and outcomes for the first time and the results are unequivocal: AI is no longer optional in SaaS. “I hesitate to trust AI with my data; back then, companies didnt trust AWS. Some SaaS trends simmer; others ignite. The implication?

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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

This fuels a robust ecosystem of AI chips (Nvidia, AMD), cloud AI services (AWS Sagemaker, Azure AI, Google Cloud AI), and SaaS integration (Salesforce Einstein, Microsoft 365 Copilot, Adobe Firefly). AWS Trainium2 & Ultracluster supercomputer details unveiled; embeds 64 Trainium chips, used by Anthropic + Apple trials.

AI 69
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Cloud Security Posture Management (CSPM): Top 6 Capabilities

Frontegg

Multi-cloud integration CSPM solutions operate across multiple cloud platforms, including AWS, Microsoft Azure, Google Cloud, and others. They provide prebuilt templates based on industry standards, such as CIS Benchmarks and NIST , while also enabling customization for specific business needs. Key capabilities of CSPM solutions 1.

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The Top 10 SaaStr Learnings from Mary Meeker’s Latest Report on AI

SaaStr

The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs. 80% cheaper than predecessor, costs 0.2%

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AI Engineer World's Fair 2025: My Day 1 Highlights

Crafty CTO

His “draw a pelican riding a bicycle” LLM benchmark is both hilarious and an uncannily accurate LLM quality assessment. At least until “the pelican test” starts to contaminate model training—I’m betting next year this benchmark may no longer yield valid results after Willison showed the Google Gemini 2.5