article thumbnail

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth. Follow along to stay up to date! This year, there was tons of experimentation.

AWS 299
article thumbnail

A Founder’s Guide to Building and Scaling Marketing Channels: Lessons from Datadog’s CMO and First Marketing Hire

SaaStr

The 10th marketing hire is the most critical inflection point for team scaling – This is where informal processes break down and requires a complete rethinking of how the team operates. At Datadog, their first focus was sponsored trade shows – specifically targeting the AWS ecosystem.

Scale 235
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Search at Intercom: Building our Elasticsearch cloud on AWS

Intercom, Inc.

For this reason, we chose to run exclusively on AWS and wherever possible, we make use of battle-tested AWS services, be it RDS Aurora for our relational databases, the Simple Queue Service (SQS) for our async workers or ElastiCache for our caching layer. SSM executes the commands using an on-instance daemon agent called AWS SSM Agent.

AWS 249
article thumbnail

How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

SaaStr

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. AI starts spitting out information. There are a whole crop of coding assistants popping up that can write code and configure infrastructure like Github Copilot and AWS’ Code Whisperer. What does that mean?

article thumbnail

Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Fast forward to the launch of AWS and the public cloud. Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter").

Cloud 299
article thumbnail

How Amazon Web Services (AWS) Achieved an $11.5B Run Rate by Working Backwards

Hitenism

In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B Working backwards isn’t a silver bullet that guarantees you success on the scale of AWS.

AWS 189
article thumbnail

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Analysts take in quite a bit of information into their future predictions — exec commentary on earnings calls, current quarter results, macro tailwinds / headwinds, etc.,

Cloud 318