Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It’s creating a setup for either 1) a good time to get in before the re-acceleration shows up in the data! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Budget Flush Coming?

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

FEBRUARY 22, 2021

We did a deep dive on Google Cloud’s incredible numbers the other day here but there was one point in particular it’s worth doing a deep dive on. The point is that as crazy as SaaS and Cloud seems today, Google itself says we’re on our way to $1T+ in Cloud revenue by 2026/2027, and that things will triple by then.

Cloud 363

Cloud Revenue Product Marketing SaaS 363

Tom Tunguz

NOVEMBER 14, 2022

My laptop is faster than your cloud. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed.

Cloud 356

Cloud AWS Data Analysis Benchmarks 356

Clouded Judgement

JANUARY 28, 2025

It’s important to call out this does not include the research experiments that led to that final successful training run, the failed training runs along the way, the data costs, the capex, etc. Throw more compute and data in the training phase to make these large models more powerful and capable.

Cloud 190

Cloud Scale AI Scaling 190

Tom Tunguz

JULY 30, 2020

Yesterday, Dremio hosted the Subsurface Conference , the first conference on cloud data lakes. If one had doubts that cloud data lakes are a strategic area for many in the data ecosystem, those figures should quash them. 5 Major Trends in Data You Should Know from Tomasz Tunguz.

Trends 361

Trends Data Machine Learning Artificial Intelligence 361

Tom Tunguz

MARCH 1, 2021

About a year ago, I wrote a post on the hub and spoke data model. I thought it would be cloud-prem and customers driving SaaS products to use a single database. I thought it would be cloud-prem and customers driving SaaS products to use a single database. A data scientist might develop a churn prediction algorithm.

Data 363

Data Machine Learning Artificial Intelligence SaaS 363

SaaStr

OCTOBER 23, 2024

So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? Artificial Intelligence Platform (AIP) is a Year Old But Fueling $159m in Q2 Bookings Alone To some Cloud and SaaS leaders, AI is a table-stakes addition. And then … there is Palantir. The fire of the fire.

Artificial Intelligence 240

Artificial Intelligence Government AI Cloud 240

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 338

Cloud Azure AWS Marketing 338

SaaStr

APRIL 29, 2025

250+ speakers. 12,000+ SaaS leaders. 100B+ in market cap. 250+ speakers. 12,000+ SaaS leaders. 100B+ in market cap.

AI Search 165

AI Search AI New CTO Scale 165

Tom Tunguz

FEBRUARY 2, 2023

Google: [We] are pushing Google Cloud to Profitability. One surprising nuance from the Google call: Revenue growth in GCP was again greater than Google Cloud, reflecting strength in both infrastructure and platform services. Meanwhile, the servers keep chugging along & data compounds at a constant growth rate.

GCP(Google Cloud Platform) 315

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 315

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

Cloud 312

Cloud AWS Azure AI 312

Clouded Judgement

JULY 16, 2024

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. Our Finance-specific AI and machine learning engines are built directly on our unified data model, ensuring seamless integration with our Finance solutions.

Benchmarks 295

Benchmarks Data Machine Learning Artificial Intelligence 295

SaaStr

AUGUST 18, 2024

Many, many folks in SaaS and Cloud are still growing like a weed. And because SaaS and Cloud overall is still growing a stunning +20% a year, that means tons of jobs are still being created. I love this summary from Adam Schoenfeld at Keyplay enriching the Cloud 100 list: Net net, hiring is way up in the Cloud 100.

Cloud 326

Cloud Scale Startup SaaS 326

SaaStr

NOVEMBER 18, 2024

So the best of the best in SaaS and Cloud are still on fire. More on that data here. Canva, Stripe, Databricks, ServiceTitan, Gusto, Wiz should all have epic IPOs in 2025 or maybe 2026. But one thing is clear: it’s taking longer to IPO: It used to take 10.4 years on average to IPO in SaaS. The last 3 SaaS IPOs took 11.3

Cloud 319

Cloud SaaS Data 319

SaaStr

MAY 19, 2025

This isn’t just marginally faster than cloud adoption – it’s an entirely different magnitude. ” This generational shift will accelerate transformation far beyond what we saw with cloud adoption. They had to keep all the data on premise… Get out of my office.” That was a non-starter.

AI 217

AI Technology ChatGPT Cloud 217

SaaStr

MAY 28, 2022

So Gartner slices and dices its data a number of ways, but I find it invaluable to track enterprise and CIO sentiment. They predict public Cloud spending to rise 20% next year to $500 Billion. They predict public Cloud spending to rise 20% next year to $500 Billion. And that’s the key driver of overall Cloud spend.

Cloud 358

Cloud B2C SaaS Enterprise 358

SaaStr

NOVEMBER 13, 2021

So just how many SaaS, Cloud, B2B/B2D pre-IPO unicorns are there really? Folks count differently, but I decided to take a slice of CB Insight’s last data — download it here — which shows 903 Unicorns. So how many of them are like us — SaaS, Cloud software, or fintech that is SaaS-y?

Cloud 328

Cloud B2C Healthcare SaaS 328

Clouded Judgement

FEBRUARY 7, 2025

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!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

OCTOBER 23, 2024

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 312

SMB Payment Services Payments Payment Methods 312

Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Consider cloud computing: by lowering the cost of infrastructure, the cloud didn’t just shift spend from hardware to cloud services, it expanded the overall market by enabling new companies and applications to emerge.

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

Tom Tunguz

OCTOBER 22, 2023

On November 8th, I’ll share my 10 Top Trends in Data & AI at the IMPACT Summit. Last year, I covered 9 topics: Cloud data warehouses will process 75% of workloads by 2024. Data workloads segment into in-memory, cloud data warehouse, & cloud data lakes. I’ll be scoring them!

Trends 282

Trends AI Data Cloud 282

Tom Tunguz

SEPTEMBER 26, 2022

2020 is the decade of data. Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data 282

Data Azure Machine Learning Artificial Intelligence 282

SaaStr

JANUARY 14, 2025

So a little ways back Lightspeed Venture Partners put out a new report on 154+ venture-backed cloud start-ups. One data point that stuck out to me is that 100% of them reported $250k+ deals take over 6 months to close on average: This isnt a surprise per se. Full report here.

Startup 278

Startup Cloud Sales Data 278

SaaStr

AUGUST 11, 2024

750k-$4m checks for SaaS, Cloud and B2B startups at from $10k-$200k MRR. Algolia and Legacy Investment Talkdesk in BVP Cloud 100! At SaaStr Annual in September , their CTO will present all the hard data on how it actually works. As a reminder, the SaaStr Fund is investing $170,000,000 in seed and late-seed investments.

Cloud 305

Cloud AI Generative AI CTO 305

Tom Tunguz

JUNE 22, 2023

MotherDuck announced their product, managed DuckDB in the cloud, is available by invitation. MotherDuck extends DuckDB to the cloud. Then I wanted to share a lead list internally at Theory, so I connected this database to the MotherDuck cloud, created a link, & voila. I’ve been a beta tester for a few weeks.

Cloud 235

Cloud Data Management 235

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We’ve gotten data that clearly shows softness in software across the board, but not data that companies expect anything drastic over the full year. Subscribe now Share Clouded Judgement Leave a comment Hard Landing? Soft Landing?

Cloud 273

Cloud Software Review Technical Review Systems Review 273

SaaStr

APRIL 6, 2025

4 Unexpected Learnings from Databricks’ Sales Growth Machine Calendar scraping reveals top performers spend disproportionate time on new prospects – Databricks uses calendar data to track how their best AEs allocate time, discovering that overachievers focus on prospect development over existing accounts.

Scale 207

Scale Sales Hiring Sales Outsourced Development 207

SaaStr

APRIL 1, 2025

No one has a true crystal ball when it comes to Cloud spend in the coming years, but the leaders have a lot of data. It’s the #1 Private Equity firm for B2B and SaaS companies and it surveyed 501 Cloud and SaaS buyers. Thoma Bravo is one of them.

AI 207

AI Software Cloud B2B 207

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Consumption Chart Last week I talked a bit about consumption trends. Came across an interesting chart I wanted to share.

Cloud 244

Cloud Trends Payment Features Subscription 244

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. General purpose GenAI tools dominate the market today, but the tooling layer is starting to emerge to allow enterprises to fine tune models to their specific data. A strong data foundation is critical for an effective AI strategy!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Tom Tunguz

JANUARY 24, 2022

The business has cemented itself as a foundational component of the Modern Data Stack. About seven years ago, Dremio’s founder Tomer envisioned a product that would enable customers to manage data and compute separately. Today, we call this idea the data lakehouse and a query engine.

Data 278

Data Cloud Engineering Management 278

SaaStr

FEBRUARY 7, 2022

This chart before from data Meritech tracks helps illustrate the bear case here: I like t he Meritech data not only because it’s well presented, but because you can go way back in time. The bear multiple case though has a lot of historical data on its side. The post The Argument High Cloud Multiples Are Behind Us.

Cloud 289

Cloud Trends Revenue SaaS 289

SaaStr

MARCH 24, 2025

So Bloomberg and CB Insights have the latest data out on start-ups getting acquired, and 2025 is off to a record start : Wiz’s record $32 Billion acquisition by Google pushes the dollar value to a record, but you may have also missed there were 11 VC-backed $1B+ exits already in 2025, worth $54.5 Cloud has just gotten going.”

Acquisition 247

Acquisition Cloud Pricing Investment 247

Tom Tunguz

FEBRUARY 13, 2023

The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

Cloud 244

Cloud Azure Headcount Software Review 244

SaaStr

FEBRUARY 5, 2025

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 191

AI Scale SaaS Government 191