Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. An example of a platform shift is the creation of the cloud. Many companies achieved a transformative leap by taking an on-prem solution and migrating it to the cloud, reaping all the associated benefits. Follow along to stay up to date!

Cloud 274

Cloud Venture Capital AI Startup 274

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. AI will lead to new drug development, new autonomous vehicle /robotics technologies, better ad targeting (yawn, but real impact!), Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 288

Cloud AI Investment User Experience 288

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.

Data Analysis 258

Data Analysis Cloud Data Scaling 258

SaaStr

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Is Cloud growth sustainable for the long term? Hello Unicorns . trillion.

Cloud 282

Cloud Scale Payment Methods Payment Solutions 282

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. With Aiven, developers can do what they do best: create applications. Meanwhile, we do what we do best; manage cloud data infrastructure. The post Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

Cloud 273

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 273

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. They want to offer up developers as many options as possible. Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. Follow along to stay up to date!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

SaaStr

SEPTEMBER 10, 2020

And I’ve seen it across my little investment portfolio too, from startups like Gorgias tripling on the back of the acceleration of eCommerce, to Talkdesk booming as call centers have to move to running distributed in weeks, to RevenueCat and others benefitting from an explosion in app development. But can this go on forever?

Cloud 293

Cloud SaaS Mobile Enterprise 293

SaaStr

JANUARY 16, 2023

Mike Wiacek, CEO at Stairwell, Mo Jebrini, CTO at Mashvisor, and Michael Ermolenko, CTO at Inworld.ai, discuss with Helene Ambiana, Global SMB and Startups Marketing Director at Google Cloud, how they overcame the hurdles of scaling and reached their goals. . Build an irreplaceable team . Teams are the foundation of all successful projects.

Scale 261

Scale CTO Hire Cloud Scaling 261

SaaStr

FEBRUARY 5, 2025

Platform plays are emerging: WatsonX’s full-stack approach signals a shift from point solutions to comprehensive AI development platforms. IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders. The WatsonX Platform Deep Dive What’s Actually Different Here WatsonX isn’t just another AI platform.

AI 188

AI Scale SaaS Government 188

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 205

Scale Sales Hiring Sales Outsourced Development 205

SaaStr

MARCH 13, 2024

If you can build a steerable, auditable, and very secure AI, then these risk-averse teams can develop a tremendous amount of trust in the product and deploy it quickly and widely. Looking at previous waves like Cloud and data, we’re in the 15th year of Cloud, and it’s still not done. They could take risks that Google couldn’t.

Generative AI 275

Generative AI AI Cloud Startup 275

SaaStr

OCTOBER 24, 2021

“State of the Cloud with Bessemer Venture Partners” The most recent update on where the Cloud is — and is going. #2. “Why Founders Should Prioritize Personal Development with Shopify’s President and Felicis” . #4 And Most Co-Founders Are Not Equal (And That’s OK).

VP of Engineering 263

VP of Engineering Cloud Scale Churn 263

SaaStr

FEBRUARY 10, 2022

With each passing year, more and more of our online existence becomes tethered to the cloud. But how does the cloud take shape, and what can companies do to position themselves at the heart of its growing infrastructure? Infrastructure: Reloaded for the Cloud. Pro Tips for Modern Cloud Infrastructure.

Cloud 245

Cloud Venture Capital Social Media Technology 245

SaaStr

OCTOBER 17, 2021

Top Videos of the Week: State of the Cloud 2021 with Bessemer Venture Partners. Why Founders Should Prioritize Personal Development with Shopify’s President and Felicis. State of the Cloud, Shopify’s President, PagerDuty’s CEO, and More! A Great VP of Sales Isn’t Great at Everything.

Cloud 258

Cloud Scale Customer Success Scaling 258

SaaStr

FEBRUARY 25, 2025

Unparalleled Networking Opportunities SaaStr Annual brings together thousands of SaaS, Cloud and AI executives, founders, VCs, and industry leaders under one roof across our 40+ acre campus, May 13-15 in SF Bay! Teams can divide and conquer across different tracks, then reconvene to share insights and collaboratively develop action plans.

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

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. When the data is stored in the cloud, we call it a cloud data lake. So all of these teams share data.

Trends 361

Trends Data Artificial Intelligence Machine Learning 361

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

SaaStr

MARCH 18, 2025

” – 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 (!). ” This distributed structure created intentional communication patterns that might not have developed in a single office.

Scale 188

Scale Sales Hiring Scaling Headcount 188

SaaStr

MARCH 18, 2025

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. Everyone is trying to DIY without knowing how. Going head-to-head with a system of record simply because you’re “the AI-powered version” is often a losing strategy.

Technical Review 191

Technical Review Artificial Intelligence AI Marketplace as a Service 191

SaaStr

APRIL 13, 2025

Beyond Traditional Boundaries: Rippling’s Three Clouds What makes Rippling fascinating as a compound startup is how it has expanded far beyond its initial HR focus. The company now has three distinct “clouds”: HR Cloud : Traditional HR and payroll functions.

Startup 159

Startup Sales Hiring Underperforming Technical Team Cloud 159

Clouded Judgement

JULY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. If we rewind the clock back to the cloud buildout, the competition between the 3 main players has lead to numerous price changes. however, this is allowed provided you as the developer provide the correct attribution. Meta released Llama 3.1.

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

SaaStr

AUGUST 7, 2024

First, it’s a Cloud and SaaS leader we all look up to and know. And also, it’s interesting in that it straddles the line between business and developer markets. Many SaaS and Cloud leaders are seeing new customer count slow or even stop. But they are also seeing some continued macro impacts at the same time.

Cloud 302

Cloud Software Review Scaling Retention 302

SaaStr

SEPTEMBER 22, 2020

We recently brought together Denise Persson, CMO @ Snowflake , Emil Eifrem, CEO @ Neo4j , and Spencer Kimball, CEO & Co-founder @ Cockroach Labs, to discuss the future of data infrastructure in the Cloud. So how do we change our businesses by fundamentally exploiting the benefits of the cloud? #1

Technical Review 319

Technical Review Data Artificial Intelligence Machine Learning 319

SaaStr

MARCH 13, 2021

running across multiple clouds. The size and power of the Cloud is just awesome these days. More often than not, developers buy first, and then other business stakeholders are brought in as the footprint and deal size expands. #2. World-class, but a bit lower than some other developer-focused leader. Mongo shows very.

Scale 338

Scale Outsourced Development Cloud Scaling 338

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

Tom Tunguz

MARCH 1, 2021

I thought it would be cloud-prem and customers driving SaaS products to use a single database. Here’s a schematic (click to enlarge) that describes how data flows with a cloud datawarehouse (CDW) fed SaaS app. A data scientist might develop a churn prediction algorithm. This may be the next shift.

Data 363

Data Artificial Intelligence Machine Learning SaaS 363

SaaStr

MARCH 31, 2021

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem.

Outsourcing Services 362

Outsourcing Services Outsourced Development Payment Features Cloud 362

SaaStr

APRIL 20, 2022

Confluent has been one of the top Cloud IPOs of the past year or two, crossing a $10B market cap at a $500m run-rate and importantly, holding up well during the multiple compression we’ve seen in 2022. Put differently, Confluent is just the type of Cloud IPO the markets want right now. 5 Interesting Learnings: #1.

Scale 62

Scale Cloud Headcount Scaling 62

SaaStr

OCTOBER 12, 2022

Adobe's Creative Cloud has slowed to 10% growth. It could double the net new revenue in Creative Cloud. The ecosystem that has developed around Figma is indeed a moat. As many Developers use Figma as Designers. While its smaller Document Cloud division is growing 22% a year (Go Adobe Sign!!), 2,000 plug-ins.

Cloud 60

Cloud Business Model Engineering Acquisition 60

SaaStr

DECEMBER 14, 2023

Teleport (www.goteleport.com) — Teleport provides identity-based infrastructure access that gives developers material productivity gains without compromising security. HashiCorp __ Mary is a partner at Bessemer, where she primarily focuses on cloud software investments.

Venture Capital 285

Venture Capital Benchmarks Cloud compliance 285

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Subscribe now Share Clouded Judgement Leave a comment

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

SEPTEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The Fed's updated economic projections reflect these developments. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Rate Cut! It finally happened! The Fed cut rates by 50bps.

Cloud 157

Cloud Forecasting Revenue Investment 157

Tom Tunguz

JANUARY 18, 2023

Develop multiple products from Day One. A compound company must excel at new product development & launch. At Rippling, new products must leverage the 4 strengths of a compound company: Compound companies develop shared infrastructure across products to move faster & enable integration. Constellation Software.

Startup 315

Startup Strategy Scale Cloud 315

Tom Tunguz

FEBRUARY 24, 2022

Engineers developing microservices work with the ground shifting underneath them all the time. Because the upsell microservice is under development, no regression tests exist to ensure changes don’t break the upsell functionality. The ideal solution is to develop in production, but developing in production is risky.

Innovation 329

Innovation Engineering Cloud Development 329

SaaStr

OCTOBER 29, 2021

Amplitude is a quiet Cloud leader that you might not have heard of — unless you are building software. Some leaders like Slack have seen the same, but most Cloud leaders at scale with high NRR end up getting more and more of their revenue from their existing base, not new customers. 5 Interesting Learnings: #1. This is rare.

Scale 310

Scale CTO Hire New CTO CTO 310

How To Buy Saas

MARCH 18, 2025

Working with limited resources and keeping up with emerging tech are the biggest challenges for game developers today. These are essentially tailored solutions that can empower game developers to fulfill unique needs and drive impact. However, advanced SaaS solutions have opened up new possibilities across distinct categories.

Payment Solutions 52

Payment Solutions Payments SaaS Payments Artificial Intelligence 52

SaaStr

DECEMBER 23, 2021

A Deeper Dive on How to Collaborate, Manage, and Work with Developers with Twilio’s CEO Jeff Lawson and SaaStr’s Jason Lemkin. Why Founders Should Prioritize Personal Development with Shopify’s President, Harley Finkelstein, and Felicis. State of the Cloud 2021 with Bessemer Venture Partners.

Cloud 324

Cloud Scaling Customer Success Enterprise 324