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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%

AI Search 259
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Product-Led Growth (PLG) For Startups

Mucker Capital

Are there types of companies, market segments, industries, or business models where PLG does not make sense? If you have a very complicated product–for example you sell AWS or you sell Snowflake–those are infrastructure products. Currently she's Executive in Residence with Reforge and advising other companies.

Startup 52
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SaaStr Podcasts for the Week with Justin Bedecarre, Jen Nguyen, Jason Lemkin, and Aaron Levie

SaaStr

One of the things that you and I talk about a lot is hiring for skill and impact over proximity, right? Jason Lemkin: Box Shield has a rule-based hire, I can pick rules. And then obviously, I think there’ll be more remote hiring in this environment. Is AWS in the lead? ”, the kind of foundational ERP systems.