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Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

” A surprising impact of the cost-cutting may be increased margins for SaaS providers on infrastructure as their own cost reductions manifest as margin improvements. And as a result, our salespeople are really not inclined to do much in GCP.” Consumption of unstructured data was up 17x year-over-year.”

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

Layer : application, platform, or infrastructure? 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). Usage & distribution, like in classical SaaS, are likely the most sustainable & repeatable.

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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. Grab tickets here. .

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Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms. We’ll see 10,000 of the best SaaS founders, execs and VCs Sep 13-15 at 2022 SaaStrAnnual.com

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Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

Just how fast is SaaS and Cloud growing? After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. Go grab your piece.

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Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. The promise of SaaS is that growth in the early years leads to profits in the mature years. Tailwind of new workloads starting to overtake headwinds of optimizations.

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Clouded Judgement 10.28.22

Clouded Judgement

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%. Every week I’ll provide updates on the latest trends in cloud software companies.

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