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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 271
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China to probe Micron over cybersecurity, in chip war’s latest battle

IT World

The Chinese government is instituting a cybersecurity review of US-based memory chip maker Micron’s products being sold in the country, in the latest move in the ongoing semiconductor trade dispute that pits China against the US and its allies. To read this article in full, please click here

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SaaS Cybersecurity Due Diligence

OPEXEngine

Now comes the final due diligence, including a cybersecurity review. You employ solid cybersecurity tools and procedures, so you think you are pretty safe. Cybersecurity Due Diligence. Cybersecurity due diligence has been a “good” idea for ten years. Your investors are excited about seeing the return on their money.

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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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5 Interesting Learnings from Crowdstrike at ~$3 Billion in ARR

SaaStr

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. Even in a time of odd uncertainty in Cloud and SaaS. nottooshabbby pic.twitter.com/VOlpHaWcVd — Jason ✨Be Kind✨ Lemkin  ??

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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.