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The Battle for AI Gravity

Tom Tunguz

” Better for large enterprises to wait until there’s a reference architecture that’s been proven to work. AWS & others have stopped charging to move data. AWS cut prices more than 100 times in its first five years. It’s easy to quote Knuth here : “Premature optimization is the root of all evil.”

AI 306
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

AWS, Twilio, Heroku, etc. They change with time as your marketing team builds a brand, develops reference customers, and creates ROI case studies. So does Expensify, which decreases the time to file expenses. Cost-based pricing is when startups mark up the product they sell by some margin. Push for it as early as possible.

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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). The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017. The consensus estimates are the average of all the individual analysts’ projections.

Cloud 318
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The End of Web3

Tom Tunguz

We refer to each wave by its architecture advance: internet, mobile, cloud, data lake, single-page apps, containers, serverless. For example, a gaming company might build an app on a classic cloud stack on AWS and offer a decentralized peer-to-peer NFT exchange. ” Or Web2.0 At the time, it made sense. But not anymore.

AWS 244
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Run Less Software

Intercom, Inc.

I’m referring to the full spectrum of business execution, from product management to design to engineering to marketing to sales to support and all the other functions needed to scale a business. As we were able to benefit from the pace of AWS innovation (and adopt AWS Aurora when it came along) we got 5x throughput at a 30% cost reduction.

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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. AWS’s marketplace has seen 1.5 But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere. It was pretty easy to drive that from our side.

Scale 259
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How to Win Big by Serving High-Growth Startups with Zendesk’s Head of Startups

SaaStr

Next, they moved to credits, which are very popular, with AWS and Google Cloud being great examples of companies that are always giving credits out to startups. Today, 15% of active partners have referred 10+ startups to Zendesk. Ultimately, it was a little too complex for Zendesk to implement at the time.

Startup 262