Remove Cloud Remove compliance Remove Data
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Snowflake Buys Crunchy Data for $250m, Databricks Buys Neon for $1B. The New AI Database Battle.

SaaStr

Billion PostgreSQL Battle for AI Agent Supremacy Brief Overview : Two data giants are making strategic moves to dominate the AI agent infrastructure market through major PostgreSQL acquisitions. Databricks: The $1.25 With this news, we will be introducing Snowflake Postgres: enterprise-grade, AI-ready, and fully managed.

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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. While cutting-edge language models have demonstrated remarkable capabilities, most are primarily trained on open internet data. That’s why another route is gaining traction: combining enterprise-specific data with general-purpose AI models.

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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

The mobile phone user has the highest NPS as a BILL user because it’s super simple and easy, and the clerk does all the data entry, pulling everything in and managing it. He had the idea that the Cloud, not called the Cloud back then, would enable two entities to see the same transaction from their perspective.

SMB 307
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IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders

SaaStr

Enterprise data is the differentiator: While public data dominates foundation models, enterprise-specific data represents less than 1% but delivers exponentially more value when properly leveraged. cost savings, 35% time savings The Partner Ecosystem Play IBM isn’t going it alone.

AI 185
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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Generally you need to aggregate data from a number of places to “group.” Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. Not the best start to cloud software earnings season!

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Cloud Prem Architecture - The New Way of Serving the Enterprise with a Hub and Spoke Data Model

Tom Tunguz

The idea behind the new architecture is split a SaaS app into code and the data. And the customer manages the data. Typically, the data resides in the customer’s cloud account. This cloud account has many names but no real moniker yet. Some call it a VPC for virtual private cloud. The first is cost.

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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. There were also quite a few questions around cost and compliance. And on the latter - there will be more guardrails and structure in place to appease some of the compliance questions. We’re still in the early days of the cloud.”

AWS 302