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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. A strong data foundation is critical for an effective AI strategy! Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth.

AWS 293
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The Battle for AI Gravity

Tom Tunguz

Wherever the biggest dataset resided, customers ran their compute workloads that generated all of the profit and revenue growth for the last generation of data companies. Facebook and Google both announced very similar strategies of overinvesting in AI data centers. AWS & others have stopped charging to move data.

AI 244
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Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

AWS can’t support 20 partners equally. It’s a defensible strategy to create differentiation when you and that partner build out specific integrations. When partnering with big folks like Drata does with AWS, you have to bring business to them. They don’t have the bandwidth to support five sub-partners in their category.

AWS 214
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London Publishing Symposium 2024- Innovative Strategies and Technologies in Media

Zuora

With the rapidly changing landscape of media and technology, effective content monetization is more critical than ever.

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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 run rate business and has made up for an incredible 67% of Amazon’s operating revenue last quarter.

AWS 189
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5 Interesting Learnings from Crowdstrike at ~$3 Billion in ARR

SaaStr

64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. What’s your channel / partner strategy? #9. This chart of their revenue growth will make your jaw drop: Not much to not like here. ? Only Founded in 2011. Even in a time of odd uncertainty in Cloud and SaaS.

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GTM 91: Transforming Customer Intelligence, Leading a Company Before Managing a Team and Finding a Rockstar Co-Founder with Linda Lian

Sales Hacker

Before Common Room, Linda led product marketing for serverless computing at Amazon Web Services, where she saw firsthand the impact connected data and person-level insights had on accelerating product adoption, earning new customers, and expanding account revenue. Tactics for capturing untapped revenue by leveraging existing customer signals.