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10 Things Startups Get Wrong Selling to Developers and Engineers (from the CRO Who Scaled Databricks from

SaaStr

Trying to Educate Instead of Adding Value The Mistake : Sales teams think their job is to teach developers about their product through traditional demos and presentations. ” The Databricks Example : A16Z’s Ben Horowitz helped set up enterprise forums where Gabrisco could present to large companies. ” 9.

Scale 262
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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

Competitive Response from Incumbents Potential Disruptors : Microsoft integrating vibe coding into Power Platform/Office suite Google developing natural language interface for Google Cloud Amazon building vibe coding capabilities into AWS Adobe creating AI-native design-to-code workflows Risk Assessment : High impact, high probability.

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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. This post and the information presented are intended for informational purposes only.

Cloud 277
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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
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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

There are so many similar stories coming out of AWS ReInvent every year. It was ~4 years after AWS was launched and the public cloud started to take off. This post and the information presented are intended for informational purposes only. They just killed X, Y, Z startup!” What was the significance of that window?

Cloud 144
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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). This post and the information presented are intended for informational purposes only.

Cloud 167
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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. This post and the information presented are intended for informational purposes only. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. Securities and Exchange Commission.