Clouded Judgement

MARCH 28, 2025

Any disruption of service at this facility could harm our business… We currently intend to add a second data center facility in 2008, the primary purpose of which is to add capacity. Fast forward to the launch of AWS and the public cloud. ” This used to be how companies scaled! So why try and compete now?

Cloud 299

Cloud AI Scale Scaling 299

Tom Tunguz

JANUARY 28, 2020

Cloud is more expensive for larger enterprises. If you’ve used the AWS IAM (identity access management) console, you realize how complex access control has become. Assume this happens at some scale in the enterprise. Imagine an enterprise now has several, maybe a dozen applications deployed this way.

VPCs (Virtual Private Cloud) 223

VPCs (Virtual Private Cloud) Cloud Enterprise Data 223

SaaStr

AUGUST 15, 2020

Recently I was catching up with a good friend who used to be CEO of an enterprise-y SaaS social networking company — and the usage and engagement numbers of his business were just awful. Most of our larger enterprise customers deployed relatively quickly – the first 60 days. Churn is a lagging indicator.

AWS 337

AWS Churn Enterprise Engagement 337

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. Microsoft’s Cloud business overall crossed a stunning $100B run-rate. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes.

Cloud 293

Cloud Azure AWS Engineering 293

SaaStr

DECEMBER 13, 2021

Linux is the #1 internet client, makes up 100% of the supercomputer market, and is second to Windows when it comes to enterprise software platforms. Community is vital to the success of Open Source businesses. For us, the SaaS model Amazon Web Services (AWS) offered was an amazing one to look at. Key takeaways.

Enterprise 246

Enterprise AI SaaS AWS 246

Intercom, Inc.

MAY 25, 2022

We have truly global ambitions to bring our mission of making internet business personal to the biggest enterprise customers across the world. This is the third post in a series exploring the ways Intercom has scaled key functions to support the needs of enterprise customers. We’re growing alongside our customers.

Scaling 252

Scaling AWS Software Review Technical Review 252

SaaStr

DECEMBER 20, 2023

So in Enterprise, they have around 2,000 companies spending $100k or more per year and dozens of companies spending over a million per year. So in Enterprise, they have around 2,000 companies spending $100k or more per year and dozens of companies spending over a million per year. The Takeaway — There has to be a pathway.

New CTO 312

New CTO Scale Sales Hiring CTO Hire 312

IT World

DECEMBER 5, 2022

Apple’s growing status in enterprise IT expands just a little more with news that cross-platform device management company JumpCloud,now offers its service via Amazon’s AWS marketplace. Identity, platform agnosticism, and the future of IT. To read this article in full, please click here

AWS 96

AWS Marketplace as a Service Enterprise Marketing 96

SaaStr

DECEMBER 14, 2023

I t’s been a wild growth experience, and Google Cloud is considered the fourth or fifth-largest Enterprise company in the world. They’re selling from SMBs, especially with Workspace, all the way through some of the largest Enterprises in the world.

Cloud 309

Cloud Scale AWS AI 309

SaaStr

APRIL 26, 2024

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 287

AI Search AI Scale Artificial Intelligence 287

SaaStr

NOVEMBER 13, 2022

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time. Gartner: SaaS Spend In the Enterprise Will Grow 17% to $195 Billion in 2023. 5 Interesting Learnings from Duolingo at $360,000,000 in ARR.

Sales Recruiting 291

Sales Recruiting AWS Compensation Enterprise 291

SaaStr

FEBRUARY 21, 2024

The Challenges and Pitfalls of a Partner Ecosystem Drata attributes much of its success to its partner ecosystem, which is an interesting case study for most, so how do they break up marketing, sales, and resource allocation vs. a more direct-sales modeled business? AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS 279

AWS Scale Sales Hiring Marketing 279

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. AWS’s marketplace has seen 1.5 Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies. Azure’s marketplace has over 4 million monthly visitors.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 261

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 261

Clouded Judgement

FEBRUARY 7, 2025

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

JULY 19, 2022

Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers. Usually, it takes a paradigm shift to grow.

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 261

Clouded Judgement

OCTOBER 11, 2024

Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. So why was it stronger than normal last year? Where was wasted spend with low ROI.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

OCTOBER 6, 2022

Organic search is the single most important channel for growing your business, but the tech and tactics in the space are over two decades old. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

SaaStr

MAY 15, 2024

Lesson #1: Maximize the Blurred Lines Between Consumer, Prosumer, and Enterprise There are a lot of differences between consumer and B2B audiences, as you can see in this chart, but the lines are blurring more and more. B2B is finding more consumers and prosumers paying, and B2C is finding Enterprise and business use cases.

Payment Features 301

Payment Features Subscription B2B Mobile 301

SaaStr

AUGUST 2, 2021

Partnerships drive business and thriving ecosystems for SaaS companies unlike anything else. Aneesa Sayall (VP of Strategic Operations Customer & Partner Org at ServiceNow) interviews Lara Caimi, the ServiceNow Chief Customer & Partner Officer, about the journey to $15 billion and how building partnerships help propel the business.

Outsourcing Services 284

Outsourcing Services Scale Scaling Outsourced Development 284

SaaStr

DECEMBER 14, 2021

Kazuki Ohta, CEO & Founder at Treasure Data, shares his company’s story of how pivoting at the right time saved their business and accelerated their growth to $100 million ARR. The reality was that they were heavily relying on the enterprise deals closed by the leadership team. Commoditization From AWS & Google Cloud.

Sales Hiring 307

Sales Hiring Data AWS Leadership 307

Frontegg

JUNE 30, 2021

Some classic examples of the use of multi-tenant architecture are Salesforce, an industry standard in providing CRM services; Netflix, a popular streaming service; Slack, a business communication software; and other giants like Hubspot, Office 365, Box, Zoho, and Zendesk. How to Build a Multi-tenant SaaS Application on AWS?

AWS 88

AWS SaaS Payments Payment Methods Enterprise 88

Tom Tunguz

JUNE 25, 2023

DataBricks, whose business revolves around Spark operating in customer environments, has announced plans to acquire Mosaic, a vertically integrated model training & management system that functions on similar workloads. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation.

Artificial Intelligence 240

Artificial Intelligence AI AWS Cloud 240

SaaStr

MARCH 22, 2023

Ed Lenta, the SVP and GM of Databricks, had the rare opportunity of scaling three hypergrowth companies — VMware, AWS, and Databricks. Instead of selling products, they were selling aspirational concepts and business value. They were either enterprise, mid-market, or commercial. Segment your business only if you have to.

Scale 259

Scale Scaling AWS Sales Hiring 259

Chargify

AUGUST 17, 2020

However, with the introduction of Events-Based Billing by Chargify, this event-based billing model is now available to small and medium-sized businesses, giving them the ability to offer the same pricing models and bill customers just as precisely as Amazon Web Services (AWS) or the popular voice and messaging platform Twilio.

AWS 98

AWS Payment Services SaaS Payments Payments 98

CloudGeometry

APRIL 25, 2022

Big enterprise customers have been buying software for a long time. There’s real payoff from careful attention to the issues that enterprise customers care about. There’s real payoff from careful attention to the issues that enterprise customers care about. Here are seven things enterprise SaaS customers look for. #1

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130

Tom Tunguz

NOVEMBER 8, 2023

The Pendulum Swings to Small Data : Modern Mac laptops have the same computational power as the AWS servers Snowflake used to launch the company. They are faster to get started (no account creation), they can scale very quickly, and they can rise to enterprise levels with commercial cloud offerings.

Artificial Intelligence 228

Artificial Intelligence Trends Data Software Review 228

SaaStr

DECEMBER 27, 2023

70% of customers are in the Enterprise and mid-market space, and 30% are SMBs. Customers range from AWS skills-builder platforms with billions of users to Zoom using it for customers and employees. People think you can’t build a business without burning a lot of cash, too. The image above is a glance at Docebo today.

Sales Hiring 276

Sales Hiring Scale SMB Outsourced Development 276

SaaStr

MARCH 1, 2024

We’re at the beginning of a platform shift, and for the first time, GenAI has become accessible to more than just the mega businesses of the world. As founders, you know the last 18-24 months haven’t been the most fun time to fundraise, but with one exception — AI businesses. Last year, over $4B was raised in the first half.

Generative AI 293

Generative AI Outsourcing Services AI Software Review 293

The Angel VC

MAY 12, 2018

As mentioned in the first part, Dropbox was one of the early champions of the "consumerization of enterprise software" movement. Before reading the S1, I didn’t know if Dropbox has become somewhat more focused on enterprise sales over the years. This paragraph is a great description of that concept. 3 – It’s a Mouse Hunter! Wait, what?

AWS 187

AWS Scale Payment Features Subscription 187

Intercom, Inc.

AUGUST 30, 2022

As a founder, you may know exactly what tech stack you need to build your product – but what about when it comes to the tools you need to run your business? With more and more tools out there catering to startups, how do you know which ones are really necessary for your business? Ready to take your startup to the next level?

Scale 163

Scale Payment Services Startup AWS 163

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Follow along to stay up to date! Top 5 Median: 17.2x

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

SaaStr

SEPTEMBER 21, 2019

The Cloud has grown 700% since the first Annual, if we use AWS as a proxy. At the same time, he also saw a gap in educating the market on SaaS, from a traditional business perspective. Congrats to @algolia for ranking #1 for enterprise search on @G2dotcom !! ever SaaStrAnnual , March 10-12 in San Jose / SF Bay Area.

Scale 199

Scale AWS Cloud Education 199

Andreessen Horowitz

SEPTEMBER 25, 2023

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] 00:38] Why is it so hard for enterprise to adopt AI? [03:08] But we haven’t seen anybody with any traction in enterprise.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. That is not new.”

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157