Tom Tunguz

APRIL 6, 2023

Layer : application, platform, or infrastructure? 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). Market : how to compete with incumbents?

Generative AI 212

Generative AI AI GCP(Google Cloud Platform) Startup 212

Tom Tunguz

APRIL 28, 2022

Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. Developers pay for low-latency storage with the same protocol token as they would pay for compute. Third, software engineers decentralize only a subset of the app.

Payment Solutions 258

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 258

Clouded Judgement

AUGUST 4, 2023

You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. That means we very well could see 27% be the bottom for them as well (assuming they beat their guidance). Then Q2 came in at 12% (must have seen improvements throughout the quarter).

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1). Top 5 Median: 15.8x

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. The big question I have - everyone knows the market is tough right now. Q1 Earnings Season We’re on the eve of Q1 earning season. Overall Stats: Overall Median: 5.6x

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

APRIL 27, 2021

After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. That’s a huge tailwind. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform) 161

GCP(Google Cloud Platform) Azure AWS SaaS 161

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Meaning labor markets continue to be strong!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

” It’s really important that new business is still healthy, and a sign of overall market health. I think market can look forward 2-3 quarters, but we’re getting tight on that window. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Most likely Datadog is seeing trends more unique to their own business.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Chart Mogul

JANUARY 28, 2022

We researched the market and discovered many tradeoffs and advantages a new provider could bring to the table. Our options were Amazon Web Services (AWS), Google Cloud (GCP), and Azure. Managed Kubernetes was another major factor to consider, and this was head to head with Google Cloud (GCP).

K8S orchestration (Kubernetes) 52

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

Sales Hacker

OCTOBER 7, 2019

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. Alison brings a wealth of marketing, investor, and exec experience to the show. Google’s Marketing Message and stance on competitors. About Alison Wagonfeld and Google Cloud (01:52). About Alison Wagonfeld and Google Cloud.

Cloud 44

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 44

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

SaaStr

JULY 19, 2022

Drift brings Conversational Marketing, Conversational Sales and Conversational Service into a single platform that integrates chat, email and video and powers personalized experiences with artificial intelligence (AI) at all stages of the customer journey. Usually, it takes a paradigm shift to grow. appeared first on SaaStr.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 223

Andreessen Horowitz

SEPTEMBER 25, 2023

I did not unleash our sales force and go to a market of 3000 people to sell the thing we bought because we just can’t satisfy the demand. It will be like AWS, GCP, and Azure. At Databricks, we bought Mosaic. There are not enough GPUs. Ben: So you won’t even let all your guys sell it?

AI 109

AI Enterprise Artificial Intelligence Generative AI 109

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do.

GCP(Google Cloud Platform) 203

GCP(Google Cloud Platform) Azure AWS compliance 203

SaaStr

APRIL 28, 2021

As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. The reality is all large companies, and more and more mid-market companies, will require a SOC 2 report from their vendors. Deal: closed-lost.

Enterprise 208

Enterprise Software Review Azure GCP(Google Cloud Platform) 208

Neil Patel

DECEMBER 24, 2020

The service is also suitable for startups, digital marketers, and even DevOps. While some website monitoring services watch apps, you really need a service that caters primarily to this market. Additionally, AppDynamics covers more complex platforms and solutions, including WebMethods, TIBCO, JMS, and queuing technologies.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

CloudGeometry

FEBRUARY 7, 2022

Given the speed and intensity of competition in this market, it’s essential to SaaS success at any scale — and at any point on the lifecycle of your SaaS product offering. Some of these include: Create a cluster of nodes per tenant Use IAM and other platform constructs to prevent tenant boundary-crossing.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

OpenView Labs

JANUARY 24, 2022

Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77