Clouded Judgement

JULY 18, 2025

There are so many similar stories coming out of AWS ReInvent every year. That’s what makes investing so fun today - it’s trying to spot them! It was ~4 years after AWS was launched and the public cloud started to take off. This is for information purposes and should not be construed as an investment recommendation.

Cloud

Clouded Judgement

OCTOBER 11, 2024

This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. So why was it stronger than normal last year?

Cloud

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. Whether you build enterprise SaaS or run a startup, understanding the global AI landscape (and its products and platforms) is key to staying ahead. billion in private AI investment in the U.S.

AI

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. This is for information purposes and should not be construed as an investment recommendation.

Systems Review

How To Buy Saas

MAY 21, 2025

Whether youre a startup , an SMB , or a global enterprise , the right ATS can streamline your recruitment process, save time, and help attract top talent in a competitive market. Lever Best ATS + CRM for Scaling Enterprises Pricing: Key Features: 10. JazzHR Best ATS for Small Business Hiring Pricing Key Features: Ideal Use Case 9.

Systems Review

Full Session

DECEMBER 30, 2024

Whether you’re a startup or an enterprise, by the end of this article, you’ll have enough information to select the best platform for your business. Adobe Target: Enterprise-level A/B testing and optimization platform with automated personalization and multivariate testing features.

Payment Methods

Blulogix

MAY 21, 2025

For CIOs looking to elevate ITs role in the enterprise or government agency, thats a problem. 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. Heres a breakdown.

AWS

Teamgate

JUNE 11, 2025

Suited for large enterprises with extensive integrations. Middleware also supports asynchronous communication patterns, which boost scalability and fault tolerance – an essential feature as enterprise applications grow more complex. Uptrace : Open-source tool with advanced distributed tracing and cost efficiency.

Scale

SaaStr

JUNE 19, 2025

Inside Snowflake’s Board Meetings: How AI is Reshaping Enterprise Data and the Future of B2B Partnerships We had a lot of fun at SaaStr AI Summit 2025 with a rare look inside Snowflake’s boardroom! This creates hyper-aligned incentives where sales success is measured by use case creation, not deal size.

AI

Teamgate

JUNE 27, 2025

Meanwhile, Adobe , SAP , and AWS lean on CHAMP to navigate intricate, multi-stakeholder sales processes. BANT doesn’t account for these complexities , making it less effective for enterprise-level sales or innovative solutions where prospects may not fully understand the value or investment required. Learn More Simon C.

Scale

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 remember at AWS, suddenly there’s no margin. They need to start building a repeatable product based on AWS.

Outsourcing Services

SaaStr

JUNE 15, 2025

MCP and The Fight Over Whose Data it is: The Coming Enterprise Software Revolt The walls are closing in on data silos. ✨ Lemkin (@jasonlk) June 8, 2025 The Salesforce-Slack Moment That Changes Everything Salesforce just fired the first shot in what will become the defining battle of enterprise software’s next decade.

Enterprise

User Pilot

APRIL 2, 2025

Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. WalkMe excels at enterprise-level digital adoption but has limited customization options for mobile. Mobile pricing starts at $6000 and is an add-on for our Growth and Enterprise plans. Konstantin L.,

Mobile

Sales Hacker

MAY 13, 2025

He also co-founded WGI Group, LLC, to provide growth capital to early and expansion stage startups in enterprise software, consumer internet and digital media industries. LLC to provide growth capital to early and expansion stage startups and enterprise software, consumer internet and digital media industries. And if you think about.

AI Search

Clouded Judgement

DECEMBER 1, 2023

Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. General purpose GenAI tools dominate the market today, but the tooling layer is starting to emerge to allow enterprises to fine tune models to their specific data.

AWS

Tom Tunguz

JULY 24, 2024

Google is on a trajectory to invest $50 billion this year. Many enterprises are in the process of testing. ” Better for large enterprises to wait until there’s a reference architecture that’s been proven to work. AWS & others have stopped charging to move data. History will rhyme with AI.

AI

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. And it is stressful, especially if you invested at those peaks or as founders raised money at relatively high valuations and multiples. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. If they stumble, we’re in for a rough patch.

Cloud

SaaStr

DECEMBER 14, 2023

Alison brings the perspective of all sides of a startup, from investing to SaaS to Cloud. I t’s been a wild growth experience, and Google Cloud is considered the fourth or fifth-largest Enterprise company in the world. For Google Workspace, they invested in expanding and building Google Meet and the rest of the workspace during 2020.

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. 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. But the drivers are real.

VPCs (Virtual Private Cloud)

SaaStr

DECEMBER 13, 2021

Databricks’ CEO, Ali Ghodsi, shares why Open Source is becoming a multi-billion investment, why it’s taking over multiple industries, and why it’s here to stay. 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.

Enterprise

SaaStr

AUGUST 3, 2024

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. But the reality is a bit more nuanced for enterprise software. 200m for Clio. # Keep calm and carry on.

AWS

SaaStr

FEBRUARY 21, 2024

AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. Otherwise, it falls apart.

AWS

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

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

SaaStr

NOVEMBER 11, 2022

Back then, folks all over Twitter were making fun of Sequoia for investing $20m+ in an iOS app that never launched and failed. Then I saw that enterprise WiFi company Meraki was acquired by Cisco for $1.2 Now what does an enterprise WiFi company have to do with a consumer iOS app? So the original post below I wrote a full 10 (!)

Venture Capital

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. To “soften the beach,” you need to expend as little energy and investment as possible while learning as much as possible. Invest in and put that into the market to start softening the beach.

Scale

SaaStr

OCTOBER 13, 2022

Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

GCP(Google Cloud Platform)

Tom Tunguz

JUNE 25, 2023

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. Google has invested hundreds of millions into Anthropic , complementing its efforts with Google Brain.

Artificial Intelligence

SaaStr

DECEMBER 14, 2021

The Treasure Data platform instantly analyzed large amounts of data, which meant that companies didn’t need to hire lots of computer scientists or put up a considerable upfront investment for data projects. . The reality was that they were heavily relying on the enterprise deals closed by the leadership team. million and $1.2

Sales Hiring

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. The benefits of these new platforms can be functional — Fly.io, for example, has far simpler multi-region support than AWS — but they also get adopted because they have better native support for modern applications frameworks and practices, and a far better developer experience.

Investment

Frontegg

JUNE 30, 2021

Another great benefit of investing in multi-tenant architectures is the possibility of maintaining the application’s agility and good performance. This way, the more customers you have, the more investment you can make in marketing, promotion, and improving customer relations. How to Build a Multi-tenant SaaS Application on AWS?

AWS

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Enterprise readiness will be an essential : ensuring buyers are safe from legal & compliance risks. Layer : application, platform, or infrastructure?

Generative AI

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% This need for ease is even more true for enterprises. The cliche that enterprises have more money than time certainly plays out here. . “88% Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift.

Software Review

SaaStr

NOVEMBER 8, 2022

Does it cost so, so much to host a few million lines of code on AWS? Go more enterprise. Don’t wait to invest in customer success and account management. Why did sales-driven Qualtrics get to $100m+ in ARR without ever raising a nickel, and generating more than $20m a year in free cash flow ? So is SaaS cursed? Get better.

Scale

SaaStr

JULY 1, 2024

It could be a 6-month, 12-month, or multi-year venture, so you want the cash to invest in an upmarket strategy properly. Once you do, invest and go hard after this market and grow the sales team to serve that upmarket customer. #3: Make sure you can make that investment from a product perspective. Look at your team.

Sales Hiring

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. Altimeter is an investment adviser registered with the U.S.

Cost optimization & reporting

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. Altimeter is an investment adviser registered with the U.S.

Cost optimization & reporting