SaaStr

APRIL 14, 2025

With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 800+ VCs Ready to Invest This year, were bringing together over 800 VCs and investors, making SaaStr Annual 2025 the ultimate place to pitch, connect, and secure funding.

VP of Engineering

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. This is for information purposes and should not be construed as an investment recommendation.

Cloud

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review

How To Buy Saas

JUNE 18, 2025

Governments and companies now invest billions: the U.S. This surging investment spans AI chips, cloud platforms, and smart software. It covers the infrastructure (GPUs, cloud platforms, edge devices), software frameworks (TensorFlow, PyTorch, ML libraries), data pipelines , model development , and end-user applications or APIs.

AI

How To Buy Saas

MAY 29, 2025

For example, machine learning models can forecast sales, optimize pricing, and evaluate investment scenarios in real time. Risk Assessment: AI evaluates thousands of factors (credit data, economic indicators, customer behavior) to assess loan or investment risks more accurately than traditional methods.

Artificial Intelligence

Blulogix

MAY 21, 2025

Its evidence that IT: Understands how to manage costs Operates like a service provider Can tie investment to measurable return In other words, chargeback makes IT look like a business unit, not just a budget line. This shift does more than improve budgetingit changes how IT is perceived. To a CFO, this isnt just billing.

AWS

How To Buy Saas

MAY 21, 2025

From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines. Table of Contents Cloud-Based vs. On-Premise ATS Solutions The Top 10 Applicant Tracking Systems for 2025 1. GDPR for data privacy in Europe).

Systems Review

Full Session

DECEMBER 30, 2024

Our scalable plans allow you to begin with a package that suits your current needs and easily upgrade as your business expands, ensuring you only invest in the required features. PostHogs ability to host data on your servers offers greater privacy control than VWOs cloud-based model. Is VWO a long term investment?

Payment Methods

Teamgate

JUNE 11, 2025

is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. Integration with Development Tools Datadog simplifies monitoring by aggregating data from a wide range of sources, including SaaS applications, cloud platforms, automation tools, and databases. “Middleware.io

Scale

SaaStr

JUNE 19, 2025

ARR data cloud leader is adapting to AI disruption, the evolution of technical sales, and what it really takes to build strategic partnerships that scale. ” The partnership hierarchy insight : Snowflake focuses on a limited number of partners—dozens, not hundreds—but invests significantly in each.

AI

Sales Hacker

JANUARY 7, 2025

With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. Okay, let’s go on invest. And I think all this kind of knowledge we had changed when we came with cloud. They cannot resell.

Outsourcing Services

User Pilot

APRIL 2, 2025

Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. Protect customer data with the highest compliance standards Every data point you collect represents actual people, so safeguarding it is a must. which can damage your brand reputation. Konstantin L., Mid-Market (51-1000 emp.)

Mobile

Tom Tunguz

NOVEMBER 4, 2024

“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” GCP 23 35 52.2% Azure 26 33 26.9%

GCP(Google Cloud Platform)

SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. I’ve also seen this in the leaders in eComm I’ve invested in, like Gorgias. The Cloud infra side grew nicely, but growth did slow. But AWS Says Cloud Under More Scrutiny.

AWS

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. We’re still in the early days of the cloud.”

AWS

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Google and Microsoft would wait another two years to replicate a similar level of investment. “Moving to AWS. Each of these businesses are large enough to justify it.

Cloud

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. If they stumble, we’re in for a rough patch.

Cloud

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.

AWS

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

Cost optimization & reporting

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Follow along to stay up to date! which feels unlikely.

Cost optimization & reporting

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

Cloud

Tom Tunguz

JANUARY 28, 2020

When we announced our investment in and partnership with Mattermost about a year ago , I wrote about a new architecture for SaaS. Typically, the data resides in the customer’s cloud account. This cloud account has many names but no real moniker yet. Some call it a VPC for virtual private cloud. The first is cost.

VPCs (Virtual Private Cloud)

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment

Cost optimization & reporting

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart. It won’t work.

AWS

SaaStr

FEBRUARY 2, 2023

CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. With CloudKeeper, we have helped 200+ of our customers optimize their AWS spend with a guaranteed reduction in their AWS bills. No lock-ins. Savings from Day 1. RI pricing for On-demand usage.

Cloud spend optimization

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! This is for information purposes and should not be construed as an investment recommendation. Follow along to stay up to date! Today it’s ~5x.

Cloud

SaaStr

AUGUST 3, 2024

Microsoft has epic growth across its Cloud products, and even LinkedIn saw growth accelerate to 10%+. Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. VCs are minting AI unicorns at a strong clip, and investing in AI at as fast a clip as they can.

AWS

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. This is for information purposes and should not be construed as an investment recommendation.

Cloud

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. Cloud LLM Infrastructure Microsoft OpenAI Snowflake Nvidia Databricks Mosaic Google Anthropic Oracle Cohere Amazon HuggingFace Microsoft has invested over $10b, plus significant development efforts to work with OpenAI.

Artificial Intelligence

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Follow along to stay up to date!

Cloud

Tom Tunguz

JULY 7, 2022

Pop any venture firm’s website into the wayback machine , peruse the bios from the late 90s, and you’ll see statements like “I invest in Internet companies.” We refer to each wave by its architecture advance: internet, mobile, cloud, data lake, single-page apps, containers, serverless. ” Or Web2.0

AWS

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI. But these investments aren’t cheap. For others, these investments won’t be as fruitful.

Cloud

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. They continue to be the standard for the vast majority of cloud workloads, of course, but they are built around a set of operational practices that were more relevant a decade ago. I’m certain you’ll not want to go back to the traditional clouds again.

Investment