article thumbnail

Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

I’m watching public company earnings to identify early weaknesses in the software market. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Machine Learning is a Secular Platform Change & a Growth Driver for Software The age of AI is upon us, and Microsoft is powering it.

Azure 242
article thumbnail

10 Predictions for Data at the Impact Summit

Tom Tunguz

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years. 2020 is the decade of data.

Data 234
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023.

Cloud 225
article thumbnail

The decade software ate the world

Intercom, Inc.

If anything, this was the decade they collectively became leaders not just of the technology industry, but of industry itself – Apple overtook ExxonMobil as the world’s most valuable company by market cap in August 2011 (that month again), and then became the first trillion-dollar company by market cap in 2018.

article thumbnail

Unlocking Agility and Scalability: Harnessing the Power of Cloud Computing

Valerian Tech

Serverless platforms, such as AWS Lambda and Azure Functions, automatically scale resources based on demand, providing agility and cost optimization. This involves assessing workloads, selecting the appropriate cloud service provider (CSP), and utilizing tools like AWS Migration Hub or Azure Migrate for a smooth transition.

article thumbnail

Best Data Analysis Software

Neil Patel

It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. You can use the tool to create and share reports, dashboards, and visualizations, building automated machine learning models. The software then uses all this information to create powerful drop-and drag reports.

article thumbnail

Inteligência Artificial no SaaS: como inovar um setor que já nasce digital?

SaaSHolic

Se um trabalha para criar máquinas inteligentes e o outro é especialista em dados, basta um empurrãozinho por parte do machine learning para que esse casamento gere frutos tecnológicos incríveis. A Oracle, por exemplo, começou a aplicar técnicas de machine learning em seu regime de segurança específico em nuvem.