Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This is for information purposes and should not be construed as an investment recommendation.

AI 183

AI Revenue Cloud Technical Advisors 183

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). It’s likely startups start at plug-ins & then move down with scale that affords more usage & more capital to invest.

Generative AI 210

Generative AI AI GCP(Google Cloud Platform) Startup 210

SaaStr

OCTOBER 13, 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. ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed.

GCP(Google Cloud Platform) 206

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 206

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 161

Cloud Software Benchmarks Scale 161

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure). There are about 3.2

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. We are not considering those in our comparison of cloud services. With PaaS, developers can create everything from simple apps to complex cloud-based business software. The benefits when choosing each cloud service.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Neil Patel

APRIL 8, 2021

Cloud computing has taken over in recent years, and it offers many opportunities for businesses and users. Along with PaaS and SaaS , these acronyms describe the different ways businesses can use cloud technology, and choosing the right one for your e-commerce store can make a big difference. Today, 90% of businesses use the cloud.

Outsourcing Services 119

Outsourcing Services Cloud Outsourced Development Azure 119

Neil Patel

JANUARY 25, 2021

Data analysis software isn’t a cheap investment, so use caution when making a selection. Whether it’s real-time analytics data streaming or offering insights at scale, this tool can do it all. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud.

Data Analysis 128

Data Analysis Software Data Scale 128

Blulogix

NOVEMBER 8, 2023

Whether it’s cloud computing resources, software applications, or data storage, usage-based pricing offers adaptability and efficiency. Scalability Startups and enterprises alike can scale their technology usage in alignment with their specific needs. Investing in robust billing and invoicing systems.

Technology 52

Technology Pricing Payment Features Subscription 52

Audacix

OCTOBER 24, 2019

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cloud 49

Cloud Cybersecurity Scale Transportation 49

SmartKarrot

SEPTEMBER 15, 2022

And Cloud providers such as Google Apps or Office 365 offer suite-like power that allows organizations to manage every aspect of their messaging infrastructure, from e-mail accounts to talk/video calling capabilities. SaaS and the Cloud Let Enterprises Scale Faster. Scaling is a fundamental part of business, but it is not easy.

Scale 10

Scale Cloud Enterprise Scaling 10

Audacix

JULY 28, 2022

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

SaaStr

AUGUST 12, 2022

Jason recently opened up an AMA on Twitter Spaces to answer questions about scaling and VC funding. I think it’s a challenge to folks that think we are in some sort of terrible downturn for SaaS and cloud. While Azure and Google Cloud grew at record rates, Shopify for example, its SaaS business only grew 10% last quarter.

Scale 208

Scale SaaS Payments Scaling SaaS 208

SaaStr

APRIL 26, 2024

What should founders know about the modern AI stack that Enterprises can scale on? Historically, Cloud platforms like AWS and Azure help with the sporadic needs of renting a GPU for a few hours for training vs. long-term use, which would cost thousands of dollars. They’ll need GPUs. What about ROI? What do you do instead?

AI Search 230

AI Search AI Artificial Intelligence Scale 230

OpenView Labs

FEBRUARY 11, 2021

As a founder, you can use this 84 cents to pay salaries, office rent, dividends, or invest in R&D. Scale reveals the depths of operational leverage. The bigger you scale, the higher the chances of working directly with the monopolizer. Watching margin compression ensures vigilance against irrelevance.

Scale 52

Scale Payment Methods Payment Services Systems Review 52

User Pilot

APRIL 30, 2024

This article will look at the most successful SaaS companies, so you can decide if you want to invest in them for your business. Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources.

SaaS Payments 78

SaaS Payments Payment Services Payment Methods Payment Solutions 78

Andreessen Horowitz

MARCH 21, 2024

Some naysayers doubted that genAI could scale into the enterprise at all. Leaders are starting to reallocate AI investments to recurring software budget lines. On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

User Pilot

MARCH 12, 2024

With several cloud-based software solutions popping up each day, SaaS user management is no longer an afterthought. Your goal here is to ensure there are no security vulnerabilities or performance issues as the system scales. From pre-empting security breaches to supercharging efficiency, it is a worthwhile investment for your team.

Management 86

Management Azure SaaS Systems Review 86

SaaStr

AUGUST 26, 2022

I just thought that if there was anybody left at the end of day two that had anything they wanted to talk about, scaling SaaS, fundraising, hiring, anything, and I could be helpful, we could do a little extra Q&A. All that money went from public to private because, holy crap, Sequoia invested at Zoom at a billion.

Sales Hiring 218

Sales Hiring Scale Sales Recruiting Scaling 218

OpenView Labs

DECEMBER 15, 2020

In February 2020, the public cloud market surpassed a $1 trillion market cap, with a 45% growth rate, as reported in Bessemer Venture Partners’ 2020 State of Cloud report. This data revealed a clear picture of where cloud marketplaces are heading in 2021. Here’s what we learned. . What’s accelerating this marketplace movement?

Marketplace as a Service 52

Marketplace as a Service Cloud Scale B2B 52

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

Sales Hiring 164

Sales Hiring Scale Payments Cloud 164

Clouded Judgement

SEPTEMBER 19, 2023

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Audacix

AUGUST 11, 2023

But you should also be able to use these penalties to make a strong business case for reasonable and necessary investment in cyber security within your organisation. Undertake impact assessments - Perform periodic DPIAs for high-risk data processing like large-scale profiling and use of new technologies.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

Navint

AUGUST 26, 2019

Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. Salesforce heavily invested in re-architecting and launched Salesforce CPQ & Billing as an enterprise solution that supports all business models. Fast-forward to Fall 2018.

Azure 40

Azure Outsourced Development Scale Finance 40

Sales Hacker

AUGUST 9, 2021

Investment in cybersecurity companies has increased more than thirteenfold since 2011, and despite the COVID-19 pandemic, 2020 was a record year for cybersecurity with over $7.8 billion invested in the industry globally. Orca Security provides security and compliance for Amazon Web Services , Azure , and Google Cloud Platform.

Cybersecurity 102

Cybersecurity Sales Hiring Scale compliance 102

Sales Hacker

MARCH 10, 2020

Nicole is the VP of Marketing at Tackle.io, a company that helps ISVs sell their software through the cloud marketplaces. She’s the VP of marketing at Tackle.io, a company that helps ISVs sell their software through the cloud marketplaces. Welcome to the Sales Hacker Podcast. Nicole’s the VP of marketing.

Sales Hiring 73

Sales Hiring Scale Marketing AWS 73

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

SaaStr

JULY 29, 2020

So huge scale, we stop about 15 billion cyberattacks daily on behalf of those 26 million internet properties. Ben : In terms of when you were ideating on Cloudflare, how did you get to a conviction on the scale of what you were solving and the size of the market? Michelle: That’s exactly right. Michelle: Yeah.

Sales Hiring 181

Sales Hiring Outsourcing Services Scale Sales Recruiting 181