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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. If you, as a software company, got to a certain scale and brand awareness, it was really hard for others to catch you. Fast forward to the launch of AWS and the public cloud.

Cloud 299
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Canva and Databricks: The Two Big Potential SaaS / Cloud IPOs of 2024

SaaStr

And yes, I know we can argue Databricks is neither really Cloud nor really SaaS. I’d argue that doesn’t much matter — its comparables are the Cloud and SaaS leaders). And Both, Importantly, With Strong Brand Names (Even in Consumer, With Canva). But for purposes of IPOs, tech multiples, etc. We’ll see.

Cloud 350
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What’s New at Google Cloud with CMO Alison Wagonfeld

SaaStr

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 303
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The Identity Crisis Facing Open Source Companies in the Cloud

Tom Tunguz

But the clouds are rolling in for open source companies (pun intended). Today, open source software faces an identity crisis: what does it mean to be an open source company in the cloud? On the other hand, the future is in cloud. But what does it mean to be open source in the cloud? It’s enterprise-first selling.

Cloud 279
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How Many Name Brand VCs Do You Need These Days? 1 Is Probably Enough

SaaStr

Dear SaaStr: Is It Worth It To Try to Get 2-3 Name Brand VCs Into My Round? For as long as I’ve been in start-ups, having a name-brand VC on your cap table has mattered. Brands do matter. But … brands are a proxy for value. Brands are in flux. This isn’t to say 2-3 name-branded VCs are bad.

Branding 277
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Startup 411: Building for Scale with Google Cloud, Stairwell, Mashvisor, and Inworld.ai (Video)

SaaStr

Mike Wiacek, CEO at Stairwell, Mo Jebrini, CTO at Mashvisor, and Michael Ermolenko, CTO at Inworld.ai, discuss with Helene Ambiana, Global SMB and Startups Marketing Director at Google Cloud, how they overcame the hurdles of scaling and reached their goals. . Build an irreplaceable team . Teams are the foundation of all successful projects.

Scale 256
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Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.