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Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Fast forward to the launch of AWS and the public cloud. There was an exponential drop off in costs / complexity to start a company going from on prem to cloud.
Palantir Technologies (PLTR): +78.69% YTD 👑 Hit all-time high of $148.22 Palantir Technologies (PLTR): +78.69% YTD 👑 Hit all-time high of $148.22 Their database and cloud services became indispensable for companies building AI applications. on June 26 , driven by 39% revenue growth to $884 million in Q1 • U.S.
The Infrastructure Domination (2020-2025): Becoming Indispensable Market Cap Journey: $323B → $4T+ The AI boom didn’t just benefit NVIDIA—it made them the most critical infrastructure provider in the most important technology transition of our lifetime. Twilio didn’t stay in SMS—they built communications infrastructure.
” The Fix : Your sales team should understand the technology deeply enough to guide implementation, not just explain features. Databricks used consumption-based pricing because that’s what AWS, Google, and Microsoft used—it made sense to customers who were already buying cloud services that way.
In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud!
But here’s what makes this particularly fascinating from a market development perspective: this explosive growth is happening while the underlying technology is admittedly broken. You’re looking at massive structural demand that’s been waiting for the right technological catalyst. Reliability issues abound.
Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?
DuckLake is one of the most exciting technologies in data. “I think one of the things in DuckLake that we managed to do is to cut, I want to say like 15 technologies out of this stack.” While data lakes are powerful, the formats that manage them have become notoriously difficult to work with.
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. Governments and companies now invest billions: the U.S.
AWS explains that intelligent automation (IA) is the process of using artificial intelligence (AI) to make self-improving software automation. As AWS notes, combining AI (like NLP or generative AI) with RPA lets organizations streamline business operations by automating tasks that involve understanding language or images.
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).
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
Related: How to leverage AI for customer retention and churn risk management 3: AI adoption barriers mirror early cloud skepticism. However, says Rob, this moment mirrors previous technological shifts. I feel like AI is very similar to cloud in the late 2000s, he says. If youre still cautious about AI, youre not alone.
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. The Scary Part: Energy consumption is exploding.
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. “You need to know the application of technology to business. Together with Snowflake’s CEO, Sridhar Ramaswamy, they joined us live on stage.
Segment users for targeted insights User segmentation means dividing your user base into distinct groups based on user demographics, behavior, technology, or acquisition source. Omnichannel engagement : Keep users engaged across mobile, desktop, and email (coming soon) for a seamless, consistent experience.
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. And I know you’ve had some great experience, particularly while you were at AWS, running different partner sales, channel sales. They cannot resell.
Building Agents at Cloud-Scale Speaker: Antje Barth ( AWS ) – Session video As with Microsoft’s keynote featuring Asha Sharma, this session with AWS’s Antje Barth set off my “oh no, vendor flogging ahead” warning lights. AWS Strands Agents (SA). A great demo ensued using Claude Desktop.
“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%
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.”
For this reason, we chose to run exclusively on AWS and wherever possible, we make use of battle-tested AWS services, be it RDS Aurora for our relational databases, the Simple Queue Service (SQS) for our async workers or ElastiCache for our caching layer. SSM executes the commands using an on-instance daemon agent called AWS SSM Agent.
My laptop is faster than your cloud. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed. Why is this technology so beloved? But most workloads aren’t massive. First, it’s easy to use.
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 Data Lakes are a trend we’ve been excited about for a long time at Redpoint. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.
Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. The post Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022! With Aiven, developers can do what they do best: create applications.
Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Anyone should be able to build any Cloud solutions they want. When these three things come together — Cloud platforms, new builder and dev tools, and generative AI — it creates a tipping point.
Jessica Alexander, Senior Director CloudTechnology & 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.
In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B AWS is now an $11.5B Today this mentality is hardwired into the company.
From premature optimization to over-engineering solutions for your product, it’s easy to get caught up in making technology decisions that slow you down instead of speeding you up. Multi-cloud architectures. Look, there are situations where a multi-cloud strategy will be of benefit to you. But for the rest of us?
Cloud Data Lakes are the future of large scale data analysis , and the more than 5000 registrants to the first conference substantiate this massive wave. Mai-Lan Tomsen Bukovec, Global Vice President for AWS Storage will deliver one of the keynotes. On January 27-28, Dremio host their second Subsurface conference.
A Cloud Gutu. Arteria Technologies. Axioms Technology Inc. In addition to our 200 speakers and mentors, who else is coming? A partial list. CEOs, founders and senior execs from the following will be there!! 9Yards Capital. Acadian Software. Activant Capital. Active Capital. Active Prospect. Arm Treasure Data. Articulate Global.
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. Others call it cloud prem, a contraction of cloud and on-prem(ises). Today, many of those data centers are in the cloud, hence cloud prem.
This drop in prices has grown AWS into a $90b revenue business in 17 years. As storage & compute became less expensive, the economic viability of new use cases became increasingly apparent & developers built software on the cloud. Compare that to AWS’ managed database, Aurora, which charges $0.0000002 per request. (I’m
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.
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.
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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
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.
We refer to each wave by its architecture advance: internet, mobile, cloud, data lake, single-page apps, containers, serverless. At some point, startups tinker enough with the new technology to discover the applications customers value most. Novel infrastructure often enables new software.
We exclusively build on top of a very small set of core technologies. We work exclusively with AWS as our cloud services provider and currently provide data hosting offerings in three different global regions – US, EU, and Australia – each architected across multiple availability zones for high availability.
As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general. Basic technology execution is becoming easier too. The arrival of cloud computing, IaaS, PaaS etc. There are more technology jobs than ever before. Innovative startups.
It brings together industry leaders, innovators, and customers to showcase the latest products and technologies. AWS re:Invent : AWS re:Invent is Amazon Web Services’ (AWS) annual conference, focused on cloud computing and SaaS-related services.
We’re currently in the age of the public cloud. Databricks started out in the Cloud; we never provided an on-prem offering, only a SaaS Cloud offering. Slowly, you’re going to find lots of companies like Databricks that offer open source technology as a SaaS service. It was difficult, but it was worth it.
Every week I’ll provide updates on the latest trends in cloud software companies. If we rewind the clock back to the cloud buildout, the competition between the 3 main players has lead to numerous price changes. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Meta released Llama 3.1.
Technology Alliances: The tech alliances offer important integrations, especially critical for ServiceNow’s target market of enterprise customers. Examples include AWS, Adobe, Microsoft, and Google Cloud. Caimi breaks it down: Service Integrators: These partners have the expertise in relationships.
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