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50 cents of compute for 500 dollars of value — Sam Altman (@sama) February 3, 2025 So just how much will AI remake classic B2B software? Software is so much better than it was just 24 months ago. The post One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. We are still learning.
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. The overall software universe quarterly YoY growth has come down meaningfully from highs, but has started to stabilize.
Developer Experience Drives Enterprise Sales The consumerization of enterprise software is accelerating. While not every company can replicate this exact playbook, the principles of usage-based pricing, developer-led growth, and platform thinking will increasingly apply across all software categories.
Many mid-market software companies price with the goal of revenue maximization, negotiating for the highest possible price in each sale. There are exceptions: Oracle’s database, Tanium’s security product, Workday’s human capital management software. AWS, Twilio, Heroku, etc. Slack is a notable exception.
From a standing start to becoming the fastest software company in history to reach $100M ARR, beating Cursor (12 months), Wiz (18 months), and the previous record holder Deel (20 months). The economics are fundamentally different from traditional software companies. Every knowledge worker becomes a software creator.
revenue run-rate this quarter with 50% YoY growth, making them the fastest-growing infrastructure company in the public software universe. That would make them the fastest-growing infrastructure company in the [link] (public software companies) data set. TL;DR: Databricks hit a $3.7B Databricks announced they're targeting a $3.7B
The B2B Parallel : Like the best B2B companies, NVIDIA created switching costs through their software stack (drivers, development tools, APIs). But here’s what’s brilliant about their early strategy—they didn’t just build graphics cards, they built an entire ecosystem.
If youre serious about scaling software, you cant afford to miss it. Whether youre here to learn, network, or just hang out with your B2B peeps, theres no better place to be. SaaStr Annual 2025 is more than just an eventits where the B2B community comes together to learn, grow, and scale.
Every week I’ll provide updates on the latest trends in cloud software companies. Starting and scaling a software company was really hard. If you, as a software company, got to a certain scale and brand awareness, it was really hard for others to catch you. Fast forward to the launch of AWS and the public cloud.
Customer Expectations Are Skyrocketing AI has raised the bar for what customers expect from software. AI Will Deflate Pricing in Some Areas AI is making some categories of software look expensive. One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. It has to deliver real, tangible value.
Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! They just killed X, Y, Z startup!”
Every week I’ll provide updates on the latest trends in cloud software companies. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. Cloudflare is up 17%.
This surging investment spans AI chips, cloud platforms, and smart software. It covers the infrastructure (GPUs, cloud platforms, edge devices), software frameworks (TensorFlow, PyTorch, ML libraries), data pipelines , model development , and end-user applications or APIs. India India’s AI push focuses on software-driven growth.
AWS explains that intelligent automation (IA) is the process of using artificial intelligence (AI) to make self-improving software automation. As AWS notes, combining AI (like NLP or generative AI) with RPA lets organizations streamline business operations by automating tasks that involve understanding language or images.
Integration with DevSecOps processes Integration of CSPM with DevSecOps processes ensures security is embedded in the entire software development lifecycle. Multi-cloud integration CSPM solutions operate across multiple cloud platforms, including AWS, Microsoft Azure, Google Cloud, and others. Key capabilities of CSPM solutions 1.
That’s where customer engagement software comes in. How I chose the best customer engagement software My evaluation process combined thorough feature analysis , a careful review of user feedback, and insights from industry reports. But how do you track and strengthen these connections? Userpilots pricing.
Every week I’ll provide updates on the latest trends in cloud software companies. The unlock here of “group + triage + agent” will be the backbone for the next wave of software. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.
Modern ATS software automates tedious tasks like job posting, resume screening, and interview scheduling, freeing HR teams to focus on engaging with candidates. From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines.
10 Best VWO Alternatives Right Now If youre looking for VWO alternatives, here are the best solutions to consider: FullSession : User behavior analytics software that offers session recordings and replays , dynamic heatmaps , website feedback forms , conversion funnel analysis and error tracking. Pricing is available upon request.
The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs.
4 Learnings on Snowflake’s Future Direction The CFO Test is Coming: As Snowflake bills become the “second largest after AWS” for many enterprises, the pressure to prove ROI intensifies dramatically. Success is measured not just by data storage and processing, but by demonstrable business value creation from that data.
With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. And I know you’ve had some great experience, particularly while you were at AWS, running different partner sales, channel sales. They cannot resell.
MCP and The Fight Over Whose Data it is: The Coming Enterprise Software Revolt The walls are closing in on data silos. ✨ Lemkin (@jasonlk) June 8, 2025 The Salesforce-Slack Moment That Changes Everything Salesforce just fired the first shot in what will become the defining battle of enterprise software’s next decade.
What sets Paubox apart is that it’s simple to set up and doesn’t require any special software or additional logins, which means you can use it with your existing email provider, such as Gmail or Office 365. This will help facilitate automated evidence collection without interrupting your processes – less stress, more success!
As a 25+ year digital veteran, David’s accolades include acquiring and operating many design plugin and theme businesses including WordPress’ #1 theme framework Genesis, and his teams have built plugins monetizing with marketplaces, direct purchase, and in support of SaaS products for top brands like Cloudflare, AWS, WP Engine, and more.
By automating compliance and security processes and integrating our software with infosec audits, we enable MSPs to provide enhanced value to their clients while minimizing the demands of manual work.” Scytale will be showcasing its comprehensive compliance solutions at an exclusive golf networking event during AWS re:Invent 2024.
One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Iconiq: Top Quartile B2B Companies Are Growing 100% at $25m ARR And Are Planning to Grow 35% Faster in 2025 #4. How AI is Really Changing SaaS From the CEO of Procore, co-CEO of Monday and Chair of HubSpot #5. Is Deflation Coming? Top Pods and Vids: #1.
Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. Protect customer data with the highest compliance standards Every data point you collect represents actual people, so safeguarding it is a must. which can damage your brand reputation. Konstantin L., Mid-Market (51-1000 emp.)
He also co-founded WGI Group, LLC, to provide growth capital to early and expansion stage startups in enterprise software, consumer internet and digital media industries. Why software innovation must start with intelligence, not workflow. Previously, Michael was co-founder and Chairman of Moat Inc. Quick bio for the listeners. [00:02:00]
Building Agents at Cloud-Scale Speaker: Antje Barth ( AWS ) – Session video As with Microsoft’s keynote featuring Asha Sharma, this session with AWS’s Antje Barth set off my “oh no, vendor flogging ahead” warning lights. AWS Strands Agents (SA).
One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Top Posts: #1. 5 Interesting Learnings from Procore at $1.2 Billion in ARR #2. Is Deflation Coming? #3. The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin #4.
With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. Why this shift is happening now, how the current prospecting software landscape is shaping up and what the future holds for AI in the space.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. Is this a sign that software headwinds have bottomed?
A large part of making this belief a reality is the idea of running less software. 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.
Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. It’s expensive and time-consuming to build software. 2 It’s expensive and time-consuming to build software. What does that mean? That many of the standard assumptions and ways of doing SaaS will change a lot.
If you’re selling software to SMB merchants and outside of tech like Shopify and Toast and Monday , things are pretty, pretty good, if in some ways still harder than before. If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. With some big caveats.
The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.
Q1 was a very weak quarter of software earnings. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs. net retention and CAC payback).
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.
I’m watching public company earnings to identify early weaknesses in the software market. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So
Yet competition and the exponential rate of change in software are pushing against that mission. Enter our philosophy of Run Less Software. Our chat covers the origins of Run Less Software, how it has evolved at scale, and how it differs from the equally valid approaches of other engineering teams.
3. “Atlassian and AWS Say: Maybe Worry a Little Bit. Atlassian and AWS, two of the greats, may hold a clue: Atlassian and AWS Say: “Maybe Worry a Little Bit” 4. “A Framework For Your First SaaS Sales Comp Plan” A SaaStr Classic, still going strong in 2020. What a crazy year for Cloud.
50% revenue from software (recurring), 50% from payments (not-recurring). . Half of its revenues comes from its software. And yes, it’s a software company. Fast forward to day, Merchant Solutions is a much larger share of revenue than software subscriptions. 220m in ARR, $13B market cap.
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