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AI Reaccelerating Cloud Growth

Tom Tunguz

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn.

AI Search 312
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5 Interesting Learnings from Rubrik at $920,000,000 in ARR

SaaStr

The demand for cybersecurity products that work remains unbowed! From $180m ARR 3 years ago to $920m ARR today It’s just breathtaking to see how high-growth compounds in SaaS and Cloud: #4. 114 $1m+ ARR Customers Cybersecurity often swings big here. Most likely because it’s not cash flow positive yet.

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Thanks to A-Lign, Deel, Exclaimer, Notion VC, and Vanta for Sponsoring SaaStr Europa 2023!

SaaStr

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. Notion Capital is a Venture Capital investing firm focused on European SaaS and Cloud, with more than 100 investments to date. And getting set up takes just a few minutes.

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Top 10 Unexpected Learnings from Scaling Wiz From $0 to The First $100M ARR with founding CRO Colin Jones and Sam Blond

SaaStr

” – Colin Jones, CRO Emeritus at Wiz You may have seen the news that Google is making its biggest acquisition — by far — of Cloud and SaaS security leader Wiz for a stunning $32 Billion (!). In the end, we had roughly 4.” And it’s even more impressive than that. As it’s just 5 years after founding.

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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

The current state of AI adoption resembles the early days of cloud: great infrastructure exists, but there’s a lack of applications to use it effectively. Software engineering teams have been early adopters of AI coding assistants precisely because they provide an immediate, measurable lift.

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Who’s Doing Well This Week: Dynatrace, HubSpot, Atlassian, Monday and More

SaaStr

So I wanted to do a little weekly look at who in SaaS and Cloud is doing well. But many are still doing well — as Cloud and SaaS spend continues to hit record levels. Cybersecurity remains both hot and critical. #2. These are tougher times for almost everyone than the Go Go Days of 2021. Dynatrace: Growing 29% at $1.25

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Buyer Trends: Top Insights from $3B in SaaS Transactions with Vendr

SaaStr

This has exposed an urgent need for improved cybersecurity measures so companies can mitigate risks and protect themselves against evolving threats.” Businesses spend big money on tools they believe are indispensable to their operations and success.