Sales Hacker

DECEMBER 8, 2023

While many gravitate towards major industry events for announcements, Joseph has a hot take (and we love a spicy take): do not announce a major new feature at a major industry conference (such as RSA Conference or AWS re:Invent). Start-ups to watch: This week, Demostack released its AI Data Generator to the public.

Sales Recruiting 123

Sales Recruiting Generative AI AWS AI 123

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. And because the AI (particularly generative AI) space has so recently come on the scene, there aren’t a huge number of vendors! in December, unemployment to be 4.0%

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. We can look at data for indicators, but predicting anything with confidence on all 3 of these vectors is very hard. The S&P contains both value and growth.

Cloud 130

Cloud Azure AWS Generative AI 130

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] Everybody’s been talking about data for 10, 15, 20 years.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

User Pilot

MARCH 5, 2025

Scalability and security: Can the platform grow with your business and protect your data? Integrations Integrates smoothly with tools like Segment, Google Analytics, Mixpanel, and HubSpot, ensuring data flows seamlessly across your tech stack. You can segment users and add filters to narrow the data for more granular insights.

Software Review 52

Software Review Engagement Software Scale 52

Andreessen Horowitz

APRIL 30, 2024

And so when Amazon called me and they’re like, “Hey you want to come with us and do you want to actually start the mobile services, backend business within AWS?” David: Maybe you can talk about that transition, coming from a business like AWS to financial services, which I think was new for you.

Development 109

Development Technical Review AWS AI 109

Andreessen Horowitz

APRIL 30, 2024

.” And so, I walked right into his lab, which was doing some of the early work on X-ray crystallography of protein capsids and working to set up the protein data bank. And that’s obviously really important because that protein data bank was the raw data for AlphaFold, which later came in and solved the problem.

Artificial Intelligence 91

Artificial Intelligence AI Banking AWS 91

Chart Mogul

DECEMBER 6, 2023

Before 2023, the term “generative AI” was met with blank faces. But over the past 12 months, Open AI’s ChatGPT has gone mainstream, Twitter has become X, Silicon Valley Bank collapsed, as did FTX, and WeWork… How many of these did you see coming? What will 2024 bring?

SaaS 52

SaaS AI Search Generative AI ChatGPT 52

Andreessen Horowitz

APRIL 30, 2024

So, I would say back then it was primarily a business that was kind of legacy technology, think IBM before Red Hat or something like that, where it was a business that was a data center kind of driven legacy code, it existed. Angela: We’re right now in the middle of one of the largest technology platform shifts with generative AI.

Payment Solutions 81

Payment Solutions Payments Payment Services SaaS Payments 81

How To Buy Saas

MAY 27, 2025

In 2025, foundation models or generative AIs like GPT-4, Claude, Gemini, and open-source LLaMA are reshaping AI research, software development, and SaaS products. They differ in size, training data, capabilities, and openness. Mistral AI (Large, Medium, Codestral) Mistral AI is a leading open-source company from Europe.

Artificial Intelligence 40

Artificial Intelligence AI Search AI Software Review 40

User Pilot

JUNE 27, 2024

The software aggregates user data from various sources and helps monitor customer health. Best tool for data analytics: Power BI – This powerful data visualization software by Microsoft helps collect raw product data from various sources and turn it into actionable, interactive insights.

Leadership 52

Leadership Market Research Healthcare Trends 52

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%

AI Search 243

AI Search AI CTO Hire ChatGPT 243

Sales Hacker

MAY 13, 2025

How Yext evolved from managing listings to powering AI-ready data pipelines. Actionable steps SaaS companies can take to optimize for AI agents and search diversification. The role of hyperlocal data, competitive analysis, and personalized content in GTM strategy. And what they’re looking for is data fidelity.

AI Search 71

AI Search AI ChatGPT Software Review 71

Clouded Judgement

MAY 2, 2025

Demand is growing faster for AI services than they can bring resources online to serve the demand. They said “while we continue to bring data center capacity online as planned, demand is growing a bit faster. Therefore, we now expect to have some AI capacity constraints beyond June.”

Cloud 259

Cloud Azure Generative AI AWS 259

Clouded Judgement

NOVEMBER 1, 2024

Robust jobs / unemployment / broader positive economic data caused investors to reassess their expectations for future Fed actions. CapEx Commentary There are a couple companies that drive a significant amount of CapEx (ie lots of AI Infra) spend that reported earnings this week: Google, Microsoft, Amazon and Meta. CapEx was $17.6B

AI 167

AI Cloud Technical Advisors AWS 167

How To Buy Saas

JUNE 3, 2025

Tech giants (Googles Gemini, Metas LLaMA) and startups worldwide are launching generative AI models. Chinese context and content : DeepSeeks training data includes both Chinese and English text, but the product targets China first. Deployment outside China could be complex due to geopolitics and export controls on AI chips.

Artificial Intelligence 59

Artificial Intelligence Software Review Development Team Review Technical Review 59

How To Buy Saas

MARCH 3, 2025

(A) AI is Making SaaS Smarter Than Ever Remember when software just followed commands? Now, AI-powered SaaS tools dont just execute tasks; they learn from data , predict trends , and make recommendations before you even ask. AI is turning SaaS from a reactive tool into a proactive business partner. (B) The bottom line?

Payment Solutions 52

Payment Solutions Software Review SaaS Payments Payment Services 52