Intercom, Inc.

FEBRUARY 26, 2018

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.

Software Review 224

Software Review Outsourcing Services Software Outsourced Development 224

IT World

DECEMBER 9, 2021

The Tuesday outage at an Amazon Web Service data center that affected services from several collaboration software vendors, highlighting how reliant companies have become on cloud providers for a variety of workplace tools. To read this article in full, please click here

AWS 99

AWS Cloud Software Review Software 99

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. Follow along to stay up to date! So until we get that data, we’ll see short term moves more tied to rates.

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. I’d say both of the “non AI” Azure / AWS figures weren’t actually that strong?

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Chart Mogul

JANUARY 28, 2022

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. Why move and why now?

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

Tom Tunguz

FEBRUARY 2, 2023

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

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 257

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Hitenism

NOVEMBER 7, 2016

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.

AWS 189

AWS New CTO Scale CTO 189

SaaStr

NOVEMBER 18, 2023

Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. In fact, Gartner predicts enterprise software spend will cross $1 Trillion Dollars (!) Gartner: Software Spend Will Grow 13.8% At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong.

Startup 312

Startup Venture Capital Azure AWS 312

SaaStr

APRIL 2, 2023

SaaStr 644: Lessons Learned in Scaling Early-Stage to Hyper-Growth Companies: From VMware, AWS and Databricks with Databricks SVP and GM Ed Lenta  4. Top Obstacles to Making Software Decisions with G2’s VP – Asia Pacific, Chris Perrine  5. SaaStr 643: What’s Holding Up Buyers?: What’s Holding Up Buyers?:

Scale 233

Scale AWS Scaling Enterprise 233

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 199

Software Review Software Azure Cloud 199

SaaStr

SEPTEMBER 10, 2023

I’m using Google Workspace (Gmail, Drive), AWS , Vercel , Slack , Figma , Notion , Salesforce , HubSpot , Secureframe , Clari , and Zapier. #2. Last week we had a great one with Luca Penati, CMO & CCO of BEE, check it out here. This week we have Shrav Mehta, Founder and CEO of Secureframe! #1. What’s your core stack of apps today?

AWS 226

AWS compliance AI Startup 226

Baremetrics

OCTOBER 31, 2021

The less DevOps your team has control over, the fewer levers they have to impact performance, and again, some features we deploy can be owned by DevOps and not writing our own software. A lot of our workload was getting moved to AWS, and wouldn’t you know it: they want you to move compute to them so they have migration services to match.

AWS 115

AWS DevOps as a Service Underperforming Technical Team Development Team Review 115

Intercom, Inc.

APRIL 19, 2018

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.

Outsourcing Services 192

Outsourcing Services Part-Time VPE Software AWS 192

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. If they stumble, we’re in for a rough patch. They are the Cloud.

Cloud 246

Cloud Azure AWS Engineering 246

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. All eyes shifted to the AWS report on Thursday. They grew 16%!!

Cloud 130

Cloud Azure AWS AI Search 130

SaaStr

DECEMBER 20, 2023

Canva: – Almost $2B ARR – Growing 40%+ – Profitable And … 4,000 employees That's about $500k in revenue per employee That's where software really makes money — Jason ✨Be Kind✨ Lemkin  ?? jasonlk) December 19, 2023 5 Interesting Learnings: #1. That’s awfully impressive.

AWS 252

AWS B2C AI Scaling 252

IT World

JUNE 5, 2020

AWS is already Slack’s “preferred” cloud infrastructure provider, and the two companies have a common rival in Microsoft, competing with its Azure and Teams products, respectively. Chime was launched by AWS in 2017 , but hasn’t grabbed attention in the same way as communication tools such as Zoom and Microsoft Teams in subsequent years.

AWS 59

AWS Azure Software Development Cloud 59

Intercom, Inc.

DECEMBER 31, 2019

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. The post The decade software ate the world appeared first on Inside Intercom.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

IT World

APRIL 22, 2020

Google Cloud has announced that Anthos — the company’s software for deploying and managing Kubernetes workloads across multiple on-prem and cloud environments — now supports running workloads on rival cloud platform Amazon Web Services (AWS), with Microsoft Azure support still in preview for now.

Azure 69

Azure VP of Engineering AWS Cloud 69

Tom Tunguz

NOVEMBER 14, 2022

Some of the brightest minds in data founded MotherDuck including BigQuery founding engineer Jordan Tigani & a broader team from Snowflake, Databricks, AWS, Meta, Elastic & Firebolt, among others. Third, DuckDB can be embedded in software. Motherduck raised a $12.5M Seed led by Redpoint and a $35M Series A led by a16z.

Cloud 318

Cloud AWS Data Analysis Benchmarks 318

Tom Tunguz

APRIL 28, 2022

That’s much more work than the automatic credit card payment with AWS. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. Third, software engineers decentralize only a subset of the app. It’s too much complexity for a simple static blog.

Payment Solutions 241

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 241

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate. The data suggests a broader slowdown in software spending as these companies are indices of software buyers’ behavior.

Cloud 225

Cloud GCP(Google Cloud Platform) Azure AWS 225

Intercom, Inc.

MAY 25, 2022

At Intercom, we aim to run less software. We work exclusively with AWS as our cloud services provider and currently provide data hosting offerings in three different global regions – US, EU, and Australia – each architected across multiple availability zones for high availability. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

SaaStr

APRIL 24, 2021

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.

Merchant Services 358

Merchant Services SaaS Payments Payment Solutions Payment Services 358

SaaStr

NOVEMBER 3, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration.

Payments 224

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 224

FastSpring

FEBRUARY 22, 2024

The GDC Expo showcases the latest game development tools and services from leading technology companies such as AWS, Epic, and Google. Head over to the registration page to grab your ticket and get access to incredible speakers, unparalleled networking opportunities, and proprietary software that will maximize your experience even more!

Merchant Services 141

Merchant Services Development Payment Services SaaS Payments 141

SaaStr

DECEMBER 7, 2020

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.

Venture Capital 318

Venture Capital Sales Hiring AWS Cloud 318

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

OCTOBER 22, 2022

They will manage their own servers to reduce the $3m annual AWS bill by 60%. I wouldn’t be surprised if private equity held software companies adopt this practice to generate extra income in the next few years to offset some of this era’s greater interest expenses on debt.

Sales Hiring 222

Sales Hiring Cloud AWS Sales 222

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Follow along to stay up to date! Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

FastSpring

NOVEMBER 9, 2023

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. The conference is jam packed with networking opportunities too! Where to Get Tickets Still need tickets? Schedule a demo now or at SaaS North in person!

Merchant Services 135

Merchant Services SaaS Payments Payment Methods Payment Services 135

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation. Most major cloud players have picked an LLM partner & perhaps will choose multiple.

Artificial Intelligence 186

Artificial Intelligence AI AWS Cloud 186

Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. Time to make some snow angels & sell some software.

GCP(Google Cloud Platform) 129

GCP(Google Cloud Platform) Azure Data Startup 129