Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. And while we’re definitely in the early stages on an important technology transformation and supercycle, headwinds around cloud optimizations might not have abated as much as anticipated by now.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

MAY 10, 2024

” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Next week we’ll get the earnings from larger retailers like Walmart and HomeDepot, so we’ll have a clearer picture on “is the consumer holding up.”

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. ” Data is more important than ever! So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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: Yeah, I definitely agree. But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere.

Scale 193

Scale Marketplace as a Service Cloud SaaS Payments 193

Clouded Judgement

FEBRUARY 16, 2024

There's -- we've definitely seen more activity in the digital native space, right? ” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings.

Cloud 161

Cloud AWS Metrics Subscription 161

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 101

Development Technical Review AI AWS 101

CloudGeometry

JANUARY 15, 2022

For a deep dive, have a look at the AWS Definitions – SaaS Lens ; for a deeper dive, see the Google DevOps Catalog here. For a thorough assessment of options for a SaaS business model, download the AWS SaaS Journey Framework whitepaper , and/or take a technical deep dive into the SaaS Lens for the AWS Well-Architected Framework.

Well Architected Framework 130

Well Architected Framework DevOps as a Service AWS Traceability 130

Intercom, Inc.

APRIL 19, 2018

I started at Amazon before they had Amazon Web Services (AWS) so I was lucky enough to see AWS born out of the guts of all of the great operations work done for the amazon.com retail website. You can think of them beginning from very base infrastructural technologies, and in our case we’re betting exclusively on AWS as a cloud vendor.

Outsourcing Services 192

Outsourcing Services Part-Time VPE Software AWS 192

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. This accomplishes the pieces you need to do product definition in SaaS. What does that mean? That many of the standard assumptions and ways of doing SaaS will change a lot. What’s the data model?

Generative AI 242

Generative AI AWS AI Artificial Intelligence 242

Clouded Judgement

FEBRUARY 3, 2023

Dovish Fed : Powell definitely had a more dovish tone. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. Let’s talk about each. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

CloudGeometry

MARCH 3, 2022

For the definitive explanation of product-led discovery, see this article by Dan Schoenbaum). For a thorough assessment of options for a SaaS business model, download the AWS SaaS Journey Framework whitepaper , and/or take a technical deep dive into the SaaS Lens for the AWS Well-Architected Framework.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

OpenView Labs

JANUARY 27, 2021

Do you need your prospective buyer to connect your tool into their AWS account and then load in a ton of data in order for them to see the product in action? But for prospects who are too busy to hop on a call, it definitely doesn’t hurt to have self-service options for both sales and support.

Development 105

Development DevOps as a Service Software AWS 105

SaaStr

AUGUST 7, 2021

An Exit Strategy Slide almost by definition tells me you aren’t. This is sort of awful. Exit Strategy Slide. I want to hear that you are building a unicorn — or at least, trying. At least that you believe you are unicorn hunting. So do something different. Give me a “Comparables Slide” instead.

Sales Recruiting 336

Sales Recruiting Scale AWS Investment 336

Intercom, Inc.

JULY 24, 2018

While you can definitely still stay connected to company culture remotely , it can be much harder to get to know your colleagues personally, and it can also take more time for new hires to come up to speed and develop confidence in their skills and knowledge. There are definitely pros and cons on both sides. Team building.

Sales Hiring 149

Sales Hiring Company Culture Scale Customer Support 149

Stax

APRIL 18, 2024

ISVs (Independent Software Vendors) SaaS (Software as a Service) Companies Definition Businesses that develop and distribute software products to end-users. Microsoft Azure, Amazon Web Services (AWS), or Salesforce AppExchange). They operate independently but can collaborate with hardware manufacturers or platform providers.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

BetterCloud

JANUARY 8, 2021

The following issues are incredibly common in a RBAC environment: Lack of a standard definition. Lack of a standard definition. RBAC requires role definitions and governance. In AWS, these attributes are called tags. Tags can be attached to IAM principals (users or roles) and to AWS resources.”

Azure 52

Azure AWS Scale Technical Review 52

Intercom, Inc.

JANUARY 12, 2022

If you’re short on time, here are a few quick takeaways: Although data science can’t predict the future, it can definitely help you focus resources, troubleshoot issues, and even unlock new markets. Any insight from data analysis will only ever be as good as the data itself. Garbage in, garbage out. And it’s a better product.

Data 151

Data Airlines AWS Underperforming Technical Team 151

Intercom, Inc.

JUNE 1, 2018

A little context first: here at Intercom we have one of the largest databases in the AWS Cloud. Before all these changes, upscaling to manage the GDPR email surge would have caused a definite outage across Intercom. We knew this was a bad customer experience. So what did we do?

Scale 204

Scale Engineering AWS Scaling 204

User Pilot

APRIL 29, 2024

In this guide, we’ll explore the definition, components, and essential building tips for constructing a robust tech stack! Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. For UI design, you can consider tools such as Figma.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Intercom, Inc.

APRIL 22, 2021

I was the only manager, and I definitely didn’t know what I was doing. Brian : If I look at Intercom, I can definitely see folks, probably like myself, who are doing the architect role. There’s definitely tech leads in our groups. And one of the areas I work in is AWS cost management, and snacking there is so easy.

Technical Review 274

Technical Review Leadership VP of Engineering CTO Coach 274

ProfitWell

MAY 15, 2020

Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS. Let’s get right into each direct benefit you’ll definitely appreciate once you transition to SaaS. SaaS is definitely gaining fraction, but there are limited options because a lot of applications have yet to develop SaaS versions.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

Intercom, Inc.

JANUARY 12, 2021

This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. At Intercom, we’ve found success running Lambda as glue code between AWS services.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

OpenView Labs

JUNE 16, 2021

However, the model is not for the faint of heart—it carries definite risks and also significant overhead to implement effectively. Chargify takes a closer look at the success of Digital Ocean, AWS, Mailgun, MessageBird, and Wordstream. Five Pros and Four Cons of Usage-Based Pricing—And Why It Was a No-Brainer for Courier’s CEO.

Pricing 64

Pricing Scale Forecasting AWS 64

SaaStr

OCTOBER 31, 2019

It was around that time about 12 years ago that Jeff Bezos launched AWS, and some of you may remember that, when he did this, Wall Street analysts were looking at him and saying, “Why would you take what’s already a very unprofitable business and drive it further into the red by investing in this AWS initiative?”

Cloud 100

Cloud Scale AWS Machine Learning 100

Chart Mogul

JUNE 23, 2022

You might be hard-pressed by your AWS bill but you’re not going to start replacing the engine to lighten the load mid-flight. One thing is definitely true — stakeholders will require more information about your KPIs. Trust us, we did it recently and you can read more about our migration here. Dig Deep Into Your Financials.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52

ChurnZero

MARCH 31, 2022

tech ops, AWS, technical support). The good news is, if you do one-year deals, it’s – by definition – perfect in your first year! A: First, you need to separate subscription cost of goods (COGS) from overall COGS. The latter includes professional services COGS, whereas the former is the pure cost of running the services (e.g.,

Customer Success 98

Customer Success Metrics Technical Review Scale 98

OPEXEngine

JUNE 11, 2020

The product is hosted by the vendor or a 3 rd party (like AWS). There is no rigid definition of Subscription versus Term Licenses, though, so we’ve seen companies use the terms interchangeably. In a SaaS model, the customer “rents” the use of a software product – the customer has the right to use the software but does not own it.

SaaS Payments 52

SaaS Payments Payment Solutions Subscription Payment Features 52

Audacix

AUGUST 4, 2019

But it is definitely your responsibility to ensure that any external services you use do not increase the risk of a security breach or corporate espionage. All popular cloud services that you probably use, think Dropbox, Slack, AWS, Gmail, etc, have such pages that spell out their security practices. Look them up.

Cybersecurity 53

Cybersecurity SaaS Outsourced Development AWS 53

SaaStr

DECEMBER 20, 2023

That’s definitely more efficient and cheaper than driving demand through an outbound motion where there’s an SDR, and there’s a sales ops layer that’s feeding that SDR. For example, Google and AWS are already ZoomInfo customers, but only certain sub-segments within those businesses – not the entire org.

New CTO 243

New CTO Scale Sales Hiring AWS 243

Tom Tunguz

NOVEMBER 8, 2023

The Semantic Model Becomes a Must-Have: Semantic models unify a single definition across an organization for a particular metric. The Pendulum Swings to Small Data : Modern Mac laptops have the same computational power as the AWS servers Snowflake used to launch the company. Looker did this within the context of a BI system.

Artificial Intelligence 186

Artificial Intelligence Trends Data Software Review 186

SaaStr

SEPTEMBER 10, 2021

In many ways, your Quality of Life will simply be awful. Your quality of life will simply be awful if your co-founders aren’t as committed as you, and if they aren’t at least close to as good as you. Even if the definition of “great” will change at each stage, and over time. The pay is terrible.

Part-Time VPE 280

Part-Time VPE CTO Hire AWS New CTO 280

Upscope

JULY 18, 2021

Definition of brand story telling: ". Definition of product story telling: "involves telling the story of a product – including why the company made it, some of the unique struggles they faced in doing so, and the changes it has made to their customer’s lives.

SaaS Payments 52

SaaS Payments Payment Methods SaaS Customer Support 52

Intercom, Inc.

DECEMBER 13, 2018

I saw we had the opportunity to do that in London and to do something that will be new for Facebook, in the same way that AWS was a new business model and product line for Amazon and a bet that paid off very well. When you work at Cirque du Soleil, by definition you don’t have a PC and a desk every day when you go to work.

Scale 151

Scale Marketplace as a Service Mobile Sales Hiring 151

SaaStr

DECEMBER 20, 2019

If you ask Carlos, he would argue that a seller needs to be a hunter by definition. If I were to try to sell to AT&T, who is a customer now, or to AWS, who’s a customer now, they actually walked me out the door of AWS. So a seller who doesn’t prospect is of no use to her.

Scale 141

Scale Sales Hiring Construction Education 141

Audacix

OCTOBER 5, 2019

You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. This is not a question that a customer will ask you and it DEFINITELY shouldn't be a question that you ask your customers and prospects - no matter how tempting the financial saving might be for you. Why, you ask?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Andreessen Horowitz

SEPTEMBER 25, 2023

But now that I finally realize how valuable this dataset I have is, I definitely don’t want to give it to you, or you, or you. It will be like AWS, GCP, and Azure. I just realized how valuable my data actually is. I’m sitting on a treasure trove and I’m going be super successful. I should be careful about this.

AI 102

AI Enterprise Artificial Intelligence Generative AI 102

Intercom, Inc.

OCTOBER 1, 2020

“I can’t say that this is perfect, but what I would say is I would definitely err on the side of maximum agility and capacity to act on learnings” The other reason is the Lindy effect, this idea that the life span of anything is usually proportionate to how long it’s already lived.

VP of Engineering 165

VP of Engineering Sales Hiring Underperforming Technical Team Engineering 165