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One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?

SaaStr

X: You can just roll your own Workday or Salesforce in a day using AI why would anyone pay anything 95% of Businesses: What — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) January 27, 2025 Today, AI feels inflationary for SaaS. The post One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today.

AWS 294
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A Founder’s Guide to Building and Scaling Marketing Channels: Lessons from Datadog’s CMO and First Marketing Hire

SaaStr

At Datadog, their first focus was sponsored trade shows – specifically targeting the AWS ecosystem. Scaling Success: The Datadog Re:Invent Story Datadog’s experience with AWS Re:Invent demonstrates this approach perfectly. Choose One Channel and Go Deep Pick a single marketing channel that aligns with your target audience.

Scale 242
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Databricks Just Caught Snowflake at $3.7B ARR. Here’s How They Did It (And What’s Next)

SaaStr

Every business process becomes an AI opportunity. What This Means for the Market For Competitors : Snowflake, AWS, Microsoft, and Google are all scrambling to respond. Every dataset becomes training data. The switching costs become astronomical.

AI 265
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

For many founding teams, pricing is one of the most difficult and complex decisions for the business. AWS, Twilio, Heroku, etc. The value of your business is the discounted sum of all its future profits. Startups operate in newer markets where pricing standards haven’t been set.

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Zeroing in on Cloud Technical Risk for Targeted Customer Impact

The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Q1 ‘25 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 277
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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

Every major tech company now depends on NVIDIA: OpenAI training GPT models Google powering Bard and Search AI Microsoft Azure AI services Meta’s LLaMA development Tesla’s self-driving technology The B2B Parallel : AWS becoming the infrastructure layer for the internet, or Salesforce becoming the system of record for sales teams globally.

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Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud! With technology giants like Google, AWS, and Azure leading the charge, the true value of the cloud extends far beyond cost savings. It's about unlocking unparalleled flexibility and driving business agility.