Remove ChatGPT Remove Cloud Remove Software Development
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Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.

SaaStr

Anthropic is ~40% as big as OpenAI by ARR, despite its consumer app Claude being just 5% the size of ChatGPT. While OpenAI dominates headlines with ChatGPT’s viral success, Anthropic has quietly built a business that’s already 40% the size of OpenAI’s revenue, despite having a fraction of the consumer awareness.

ChatGPT 216
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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The APM space was much larger, more established, and cloud infrastructure monitoring was more niche (where Datadog played). It was ~4 years after AWS was launched and the public cloud started to take off.

Cloud 144
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LLM vs AI Tool: Key Differences Every SaaS Builder Must Know

How To Buy Saas

Capabilities: Modern LLMs like GPT-4 , Anthropics Claude , Googles PaLM 2 , Metas LLaMA 2 , and others have demonstrated an array of capabilities: from answering Q&A, summarizing documents, generating creative stories, to even helping with programming tasks. ChatGPT (the chat interface by OpenAI) is itself an AI tool built on the GPT-4/3.5

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Salesforce, Microsoft, Google and Atlassian All Raise Prices Again in 2025. Hooray.

SaaStr

These changes align with Atlassian’s cloud-first strategy, making on-premise deployments significantly more expensive relative to cloud alternatives. Tools like Claude for coding, AI-powered design platforms, and intelligent automation solutions are beginning to challenge traditional software categories. per user (6.7%

Pricing 295
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The $4.5B Board Meeting: Inside Snowflake’s AI Transformation and the CEO Who Bets His Company on Their Platform

SaaStr

ARR data cloud leader is adapting to AI disruption, the evolution of technical sales, and what it really takes to build strategic partnerships that scale. Business Users Drive More Consumption Growth : The biggest unlock isn’t more data engineers—it’s enabling any business user to query data like ChatGPT.

AI 268
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How LLMs Are Trained: From Raw Data to SaaS Disruption

How To Buy Saas

Fine-tuning can also involve alignment with human preferences, such as Reinforcement Learning from Human Feedback (RLHF), to make the models outputs more helpful and safe (this was crucial in making ChatGPT produce more user-aligned responses). The estimated cost in cloud compute was around $4.6 million for that single training run.

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The ZeroOps journey: Mind The Gap

CloudGeometry

Cloud automation can pay dividends. Why can’t we escape hands-on cloud operations work to unlock software development nirvana (aka frictionless, faster development and deployment processes)? Let’s take a closer look at what it takes to successfully overcome the unknown costs of a change in your cloud stack.