SaaStr

JUNE 1, 2025

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. Data centers now consume 1.5% The Next 2.6B

AI Search 264

AI Search AI CTO Hire ChatGPT 264

Mucker Capital

APRIL 6, 2023

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. Because that (abandonment) wouldn’t be a solid foundation to acquire more new users.

Startup 52

Startup Scale CTO Hire Outsourced Development 52

SaaStr

AUGUST 22, 2020

And in major hubs like San Francisco and New York, what we’re doing is helping create the vision for a more experiential space, almost like a cafe where they can come and go as they want, they can bring clients, they can bring customers. We’re already in this like a new gen.” This is a new workflow, isn’t it?

Sales Recruiting 210

Sales Recruiting Cloud CTO Hire Sales Hiring 210