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Pilot: 57% of Venture Startups Will Need to Raise More In 2024

SaaStr

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. Carpe Diem.

Startup 312
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How Much Should You Expect Your Startup to Slow in 2022?

Tom Tunguz

The 21% decline should provide founders an input into their forecasts for the remaining two quarters of 2022, especially infrastructure startups. Larger businesses face more daunting challenges sustaining higher growth rates, so AWS numbers are expected. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change.

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. There are 4 questions startups should ask themselves about building with generative AI. Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. How this quandary resolves will determine the most attractive places to build new infrastructure startups. Third, software engineers decentralize only a subset of the app.

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Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

“Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. " Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure.

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The Macroeconomic Signal to Watch for Software & Infrastructure Startups

Tom Tunguz

Amazon Web Services and Azure, the business units inside Amazon and Microsoft serve and sell to small, medium, and large companies in every major geography. Microsoft Azure. That should bode well for SaaS startups. Fortunately, it exists. Large SaaS and IaaS vendors are precisely that: indexes of software buyers. ServiceNow.

Azure 196
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Microsoft's Billion Dollar AI Business

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. The total customer count for Azure’s OpenAI has grown dramatically.

AI Search 204