Tom Tunguz

JULY 28, 2022

AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet.

GCP(Google Cloud Platform) 272

GCP(Google Cloud Platform) AWS Startup Azure 272

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Morgan Stanley released a report yesterday suggesting “cloud optimizations [were] an intensifying headwind in Q1.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. ” It’s really important that new business is still healthy, and a sign of overall market health. Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. Improved terms from the cloud service providers have contributed to margin expansion.” And as a result, our salespeople are really not inclined to do much in GCP.”

GCP(Google Cloud Platform) 138

GCP(Google Cloud Platform) Azure Data Startup 138

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As the market puts a greater emphasis on bundled platforms today vs point solutions, they appear to be an incremental winner of market share. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Meaning labor markets continue to be strong! Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

APRIL 6, 2023

Layer : application, platform, or infrastructure? In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Market : how to compete with incumbents?

Generative AI 205

Generative AI AI GCP(Google Cloud Platform) Startup 205

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. At last, we see a change in slope in the annual growth rates of the cloud services. The cloud migration is about halfway as percentage of GDP.

Azure 202

Azure GCP(Google Cloud Platform) AI Cloud 202

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 210

GCP(Google Cloud Platform) Azure AWS compliance 210

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.

AI Search 201

AI Search AI Azure GCP(Google Cloud Platform) 201

SaaStr

JULY 19, 2022

Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers. Usually, it takes a paradigm shift to grow.

GCP(Google Cloud Platform) 229

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 229

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Ensure cloud security and compliance.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform) 162

GCP(Google Cloud Platform) Azure AWS SaaS 162

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

SaaStr

APRIL 28, 2021

As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. The reality is all large companies, and more and more mid-market companies, will require a SOC 2 report from their vendors. Deal: closed-lost.

Enterprise 212

Enterprise Software Review Azure GCP(Google Cloud Platform) 212

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Sales Hacker

OCTOBER 7, 2019

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. Alison brings a wealth of marketing, investor, and exec experience to the show. Google’s Marketing Message and stance on competitors. About Alison Wagonfeld and Google Cloud (01:52). We’re on iTunes.

Cloud 44

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 44

Chart Mogul

JANUARY 28, 2022

Since our inception in 2014 and up to mid-2021, our entire infrastructure has run on DigitalOcean droplets (self-managed cloud virtual machines). We needed a cloud provider to get us off the ground quickly, reliably, and cost-effectively. Lack of modern cloud features and managed services. Life with DigitalOcean.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Given the speed and intensity of competition in this market, it’s essential to SaaS success at any scale — and at any point on the lifecycle of your SaaS product offering. Optimize cloud economics and drive Business Goals.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Migrate to a consumption pricing model represents a major shift in a company’s go-to-market model. Migrating to consumption-based pricing models. Higher valuations.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

BetterCloud

APRIL 15, 2020

BetterCloud has been the market leader in this space for over 8 years, and our product is the only all-in-one SaaSOps solution available. The normal progression of people joining orgs comes with the addition of other cloud-based tools. Fatunla: Sunrun has always been a cloud-first company. SaaSOps will evolve.

Management 52

Management GCP(Google Cloud Platform) AWS SaaS 52

SaaStr

OCTOBER 17, 2019

We decided to use bare-metal infrastructure and not use cloud infrastructure, VMs, which was kind of completely crazy at this moment. The reason we did this, we took this decision is because of our bet on the market. None of that was available on cloud infrastructure at this time. It was of course risky and it was a big bet.

Scale 123

Scale Scaling CTO Hire Part-Time VPE 123

Neil Patel

DECEMBER 24, 2020

The service is also suitable for startups, digital marketers, and even DevOps. Additional features include: Sharable reports Color-coded chart bars Web analytics tool Bounce rate checker SSL certificate monitoring and alerting Cloud performance monitoring Joomla monitoring Server uptime monitoring Website uptime history.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145