Clouded Judgement

JULY 11, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Marketing Scale AI 144

Clouded Judgement

MARCH 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. With more recent cloud software companies, there was a lot of organic expansion - ie expanding into new markets and capabilities through internal product development. Altimeter is an investment adviser registered with the U.S.

Cloud 188

Cloud Payment Features Subscription Pricing 188

Clouded Judgement

JUNE 27, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 157

Cloud Sales Hiring Scale Investment 157

Clouded Judgement

JUNE 20, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 157

Cloud AI Headcount Pricing 157

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Banking Payment Features Subscription 144

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. This is for information purposes and should not be construed as an investment recommendation.

Cloud 167

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

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

JUNE 13, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a real fear among incumbents that they’ll get reduced to dumb databases as the software stack shifts from cloud apps to agents. This is for information purposes and should not be construed as an investment recommendation.

Cloud 144

Cloud Data AI Investment 144

Clouded Judgement

JUNE 6, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

SaaStr

OCTOBER 29, 2024

Others will have to accept much lower returns, at least for folks that invested in 2020-early 2022. The Cloud came, and leaders like Talkdesk and Dialpad emerged to take large market share, and older folks like RingCentral and Five9 also rolled out Cloud contact centers. It just filed to IPO.

AI 312

AI Cloud SaaS Investment 312

Clouded Judgement

MARCH 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 157

Cloud Forecasting Payment Features Subscription 157

SaaStr

OCTOBER 11, 2020

My biggest mistakes in SaaS investing actually in the end haven’t been truly costly because, in the end, power laws mean your winners overwhelm your losers if you do it right. But still I have screwed up a number of investments. Investing when the CEO was a bit of a B.S. I shouldn’t have invested in this one. A big flag.

Investment 363

Investment Startup SaaS Pricing 363

Clouded Judgement

MAY 16, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Trends 144

Trends Cloud Payment Features Subscription 144

SaaStr

JULY 3, 2025

Oracle Cloud Infra signs $30B+ year deal with OpenAI 🚀Many ways to benefit from AI 😪And many ways to lose from it If Oracle can find a way … pic.twitter.com/1rOZrzaRw4 — Jason ✨👾SaaStr.Ai✨ billion in Q4 FY2025 Cloud Services became Oracle’s largest business, with non-GAAP operating income up 14% in constant currency to $5.7

AI 224

AI Enterprise Cloud Scale 224

SaaStr

JULY 7, 2025

Their database and cloud services became indispensable for companies building AI applications. ☁️ Cloud Migration Momentum : Oracle’s aggressive cloud transformation finally gained enterprise traction, with customers migrating mission-critical workloads that competitors couldn’t easily displace.

AI 204

AI Cybersecurity Artificial Intelligence SaaS 204

SaaStr

JULY 28, 2021

Byron Deeter, general partner at Bessemer Venture Partners and I caught up on SaaS and Cloud in general and the upcoming Cloud100 awards and learnings. The full session is below and sign up for the Cloud 100 for FREE here. About 25% of the Cloud 100 top private SaaS companies are growing / grew 100% or more at $100m ARR (!).

Cloud 359

Cloud Scale Scaling Investment 359

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. Google and Microsoft would wait another two years to replicate a similar level of investment. Each of these businesses are large enough to justify it.

Cloud 311

Cloud AWS Azure AI 311

SaaStr

JUNE 5, 2025

Bessemer’s Talia Goldberg and Google Cloud’s COO Francis Duza were kind enough to join us at SaaStr AI Summit 2025 on what’s driving the fastest technology adoption in decades. ” This represents a fundamental shift in venture investing criteria. A year ago we were talking about pilots.

Software Review 242

Software Review Technical Review AI Development Team Review 242

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Software Payment Features Subscription 144

SaaStr

SEPTEMBER 14, 2020

In case u missed @SaaStrAnnual State of the Cloud w @bdeeter @TheValuesVC. ??Future Cloud proliferating globally ??B2B This will usher in unlimited potential for new innovation and growth in SaaS and Cloud. # 2 Cloud is Eating Software. Now, across all industries, 94% of companies today use at least one cloud solution.

Technical Review 350

Technical Review Cloud Software Review Technology 350

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

AUGUST 25, 2021

But the vast majority of the top SaaS and Cloud companies have shown top-tier NRR can scale forever. Invest More There. Even Zendesk, which sells to a lot of SMBs and SMEs, has seen its NRR expand after $1B ARR. Bill.com sells to SMBs and it also saw its NRR expand post-IPO. Probably even to $10B+ in ARR. So there are no excuses.

Scaling 339

Scaling Investment Cloud Customer Success 339

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 309

Cloud Scale AWS AI 309

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. If they stumble, we’re in for a rough patch.

Cloud 293

Cloud Azure AWS Engineering 293

SaaStr

SEPTEMBER 3, 2021

Q: How Do VCs Mitigate Investment Risks? There are a number of slightly subtle things the best VCs do, and the rest really don’t: Getting other investors to carry their “Yellow Lights” You’ll end up with investments sort of doing OK, with customers, but really burning too much cash to justify another check.

Investment 305

Investment Cloud Pricing Branding 305

SaaStr

OCTOBER 23, 2024

” Investing for growth has been pretty flat year over year for SMBs, which means there is money there, but they’re holding onto 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. So I call this the wait-and-see economy.”

SMB 307

SMB Payment Services Payments Payment Methods 307

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” I heard that a lot in 2021, and unfortunately not many call options hit… It’s hard to invest at 100x ARR and exit at 10x and make a return VCs aim for. Altimeter is an investment adviser registered with the U.S.

Cloud 317

Cloud AI Investment Metrics 317

SaaStr

JULY 11, 2025

The Investment Story Syllable has raised $103M total funding, including a $40M Series C led by TCV, with backing from Oak HC/FT, Section32, and Verily. Seamless Integration AI agents can answer local and toll-free numbers via SIP or PSTN, with webpage support through WebRTC and all calls recorded and transcribed. Who Should Evaluate Syllable.ai

Payment Solutions 267

Payment Solutions Scale AI Payment Services 267

SaaStr

AUGUST 11, 2024

As a reminder, the SaaStr Fund is investing $170,000,000 in seed and late-seed investments. 750k-$4m checks for SaaS, Cloud and B2B startups at from $10k-$200k MRR. Algolia and Legacy Investment Talkdesk in BVP Cloud 100! A big week at SaaStr Fund! Some great news this week: #1. We led the U.S.

Cloud 300

Cloud AI Generative AI CTO 300

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

SaaStr

JUNE 20, 2025

The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. Historical precedent : Companies that survived the cloud transition were those that disrupted themselves first.

AI Search 289

AI Search Artificial Intelligence AI CTO Hire 289

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

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 284

Cloud Forecasting Payment Features Subscription 284

SaaStr

SEPTEMBER 20, 2023

Discover Bessemer Venture Partners’s annual State of the Cloud report, going through trends, benchmarks, and metrics that underpin the Cloud economy. The past twelve months have been relatively turbulent for Cloud founders. What does this mean for Cloud companies? What does this mean for Cloud companies?

Cloud 306

Cloud Payments Software Review Payment Solutions 306

SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. I’ve also seen this in the leaders in eComm I’ve invested in, like Gorgias. The Cloud infra side grew nicely, but growth did slow. But AWS Says Cloud Under More Scrutiny.

AWS 300

AWS Cloud Azure Investment 300

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Because your competitors are investing in AI efforts, you also have to invest in AI efforts. I’m either wrong on the size of the prize here, or you can’t stop investing in AI efforts. Follow along to stay up to date!

Cloud 288

Cloud AI Investment User Experience 288

Sales Hacker

NOVEMBER 29, 2024

HG Insights has been writing market reports for years as the pioneer of tech adoption and market insights and is trusted by GTM leaders at the likes of Snowflake Five9 and Google Cloud to improve GTM efficiency. GTMfund’s 3 Areas of Focus for Investing Thanksgiving weekend is always a period of reflection and gratitude.

Investment 110

Investment Technical Review Development Team Review Scale 110