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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

One invoice. I would pay each product provider in their own token: one for storage, compute, caching/CDN, email subscription management, etc. That’s much more work than the automatic credit card payment with AWS. When I hosted this blog on Amazon Web Services, I used 5 products.

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5 Interesting Learnings from Okta at $2.5 Billion in ARR

SaaStr

They are overall benefitting here from the growth in Cloud and security budgets, even if smaller companies and startups and scaleups are struggling more. 8 Out of 10 of Top Deals Were Sourced or Influenced by Partners And more than 40% of their total business is invoiced via channel partners.

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Moving ChartMogul to AWS and Kubernetes

Chart Mogul

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Team expertise.

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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

A lot of our SaaS older times don’t quite know what to make with a lot of B2B startups these days, let alone some public SaaS companies. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue?

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. Is Software Rebounding?

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Clouded Judgement 4.28.23

Clouded Judgement

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

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Join FastSpring at SaaS North 2023!

FastSpring

It is the largest in-person event in the country—2,000+ attendees, 800+ companies, and 100+ speakers—along with features such as Betakit Keynote Stage, AWS Pitchfest, Workspaces Tradeshow. Our platform includes branded localized checkout, subscription management, and so much more. Schedule a demo now or at SaaS North in person!