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 202

Generative AI AI GCP(Google Cloud Platform) Startup 202

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 177

Cloud Software Azure AWS 177

SaaStr

OCTOBER 13, 2022

ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed. Our best-in-class app tools, automation, dashboards and reporting help you drive strategic customer conversations, boost productivity and scale effectively.

GCP(Google Cloud Platform) 201

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 201

OpenView Labs

FEBRUARY 9, 2021

While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. And that’s exactly why we created a playbook to help companies scale to $100+ million ARR with this model.

Scale 98

Scale Pricing Scaling AWS 98

Clouded Judgement

MARCH 22, 2024

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. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

AI 183

AI Revenue Cloud Technical Advisors 183

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). The scale is extraordinary.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

NOVEMBER 4, 2021

As a result, maintaining the same “Rule of 40” score requires 1% of extra revenue growth for 1% of profit margin investment. To achieve that 1%:1% growth/margin ratio would require incredibly short investment payback periods. You can’t pay your Azure bill or office lease in “Rule of 40” points.

SaaS 271

SaaS Technical Review Benchmarks Azure 271

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. They can scale up or down as required. Testing and Development: IaaS solutions make it quicker and more cost-effective for companies to set up and scale their testing and development environments.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

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

Neil Patel

APRIL 8, 2021

This means it’s vitally crucial for businesses to understand what they’re investing in and how they can make the most of cloud computing. For businesses running e-commerce sites, this means they don’t have to worry about the highly technical aspects of running a web application and they don’t have to invest in expensive infrastructure.

Outsourcing Services 119

Outsourcing Services Cloud Outsourced Development Azure 119

Blulogix

NOVEMBER 8, 2023

Scalability Startups and enterprises alike can scale their technology usage in alignment with their specific needs. Here are some notable examples: Cloud Computing Major cloud providers like AWS, Azure, and Google Cloud offer pay-as-you-go pricing, enabling businesses to access computing resources based on their actual usage.

Technology 52

Technology Pricing Payment Features Subscription 52

SaaStr

AUGUST 12, 2022

Jason recently opened up an AMA on Twitter Spaces to answer questions about scaling and VC funding. While Azure and Google Cloud grew at record rates, Shopify for example, its SaaS business only grew 10% last quarter. You would take three to four years to deploy it for new investments, not follow-ons but new investments.

Scale 206

Scale SaaS Payments Scaling SaaS 206

ProfitWell

MAY 12, 2020

This option will require significantly more time investment from an IT department than either of the other two options will. Windows Azure — Built on their Azure platform, this offering from Microsoft allows developers to use Windows through a cloud-based virtual desktop and develop applications from anywhere using Visual Studio Online.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Clouded Judgement

JUNE 20, 2023

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As a public company with significant scale, it’s hard to grow quickly if you have to rely solely on new customers for that growth. My interpretation is we’re in the bottoming phase.

Cloud 161

Cloud Software Benchmarks Scale 161

Audacix

JULY 28, 2022

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. Some more knowledgeable people might also advise you to invest in cybersecurity training for your development team. Table Of Contents Why is cloud application security important?

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

SmartKarrot

SEPTEMBER 15, 2022

With the advent of SaaS (software as a service), enterprises can now access cloud software solutions, making scaling much faster and easier. SaaS and the Cloud Let Enterprises Scale Faster. If you are an enterprise, the ability to scale quickly is crucial. Scaling is a fundamental part of business, but it is not easy.

Scale 10

Scale Cloud Enterprise Scaling 10

Mattermark

AUGUST 22, 2017

Natasha Azur of Osage Partners takes a look at trends in venture capital activity ( which we’ve also been digging into lately on the Mattermark blog ) in “ What’s the Pulse on 2017 Midyear VC Investment?

VP of Engineering 40

VP of Engineering Leadership Venture Capital Technical Review 40

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 218

AI Search AI Artificial Intelligence Scale 218

Audacix

OCTOBER 24, 2019

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. These hosting platforms typically offer protections against large-scale DDOS attacks and the like. How many of these three things do you offer your prospective customers?

Cloud 49

Cloud Cybersecurity Scale Transportation 49

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

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

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 217

Sales Hiring Scale Sales Recruiting Scaling 217

Audacix

JULY 18, 2022

Cross-team sharing is key to scaling DevOps effectiveness Do you have sharing, caring team members? Talk to the people at the DevOps coalface Senior leadership in large and small organisations often fails to comprehend the nature and scale of the challenges and frustrations faced by those at the coalface.

DevOps as a Service 52

DevOps as a Service Technical Review CTO Coach Underperforming Technical Team 52

User Pilot

MARCH 12, 2024

Your goal here is to ensure there are no security vulnerabilities or performance issues as the system scales. Invest in a good SaaS user management solution Finally, you cannot properly manage your different SaaS tools and users without a proper SaaS user management solution for your team.

Management 93

Management Azure SaaS Systems Review 93

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. It’s suitable for businesses wanting control over their infrastructure and the ability to scale. There are many SaaS products , but knowing that, how do you choose the best? Microsoft Dynamics 365.

SaaS Payments 83

SaaS Payments Payment Services Payment Methods Payment Solutions 83

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

SaaStr

SEPTEMBER 13, 2020

Even at spectacular scale, they’re still growing at 30%. Azure has been gaining on them rapidly and is growing a double that rate. Law number one, in the cloud economy, scale wins. One of the early co-investments with my prior firm in Bessemer was in Shopify. It is staggering. Let’s dive in.

Sales Hiring 160

Sales Hiring Scale Payments Cloud 160

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

OpenView Labs

DECEMBER 15, 2020

Cloud marketplaces like AWS Marketplace, Azure Marketplace and Google Cloud Platform Marketplace are digital storefronts where companies can list their offerings for software buyers to find, purchase and provision software. . Tackle’s survey found that 70% of sellers are ready to invest more in marketplaces as a go-to-market strategy.

Marketplace as a Service 52

Marketplace as a Service Cloud Scale B2B 52

Neil Patel

JANUARY 21, 2021

Other features include advanced reporting, database encryption, additional storage destinations like OneDrive, Azure, SFTP, and backup scheduling. Data tracking is crucial for scaling and improving your website. 6 – MonsterInsights – The Best for Data Tracking. Without facts, all you’ll have are assumptions.

Payment Methods 145

Payment Methods Software Review Scale Payments 145

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 101

Cybersecurity Sales Hiring Scale compliance 101

Sales Hacker

MARCH 10, 2020

Tackle can give you access to the AWS, Azure, and Google Cloud platforms and your end customer can purchase your solution through those marketplaces, which can streamline the entire process and help you skip a bunch of steps. Tell us more about your thoughts about process and why it’s so important to scale.

Sales Hiring 73

Sales Hiring Scale Marketing AWS 73

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth.

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 174

Sales Hiring Outsourcing Services Scale Sales Recruiting 174