AWS Generative AI Revenue 
SaaStr
MARCH 1, 2024
Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. This last quarter announced revenue was up over 100% in the quarter, and now they’re a top five company in the world by market cap.
SaaStr
DECEMBER 14, 2023
At the time, they were less than a billion or two in revenue, and now, they just crossed over a $30B revenue run rate. At the time, they were less than a billion or two in revenue, and now, they just crossed over a $30B revenue run rate. Right now, 70% of the GenAI startups are using Google Cloud.
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Clouded Judgement
MARCH 22, 2024
Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Many investors laugh (and some rightly so) at the fact that software companies’ valuations are often described as a multiple of revenue.
How To Buy Saas
MAY 29, 2025
For instance, companies like Sephora and Amazon have deployed AI-driven recommendation engines. Executives also leverage generative AI for idea generation and reporting. Intelligent Automation for Operational Efficiency Intelligent automation blends robotic process automation (RPA) with AI to streamline complex workflows.
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. So what did we learn?
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). You will get lost in the noise. Post-Launch More than a one-hit wonder, the encore keeps going.
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%+. 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.
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