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AI Reaccelerating Cloud Growth

Tom Tunguz

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. “Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.”

AI Search 294
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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 217
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How to Use Data as a Service (DaaS) Tools in Your Marketing Analysis

Neil Patel

Data as a service (DaaS) is becoming increasingly popular. New advancements in cloud computing technology have made remote, cloud-based data storage and management easier to use and more accessible. What Is Data as a Service (DaaS)? What Are the Benefits of Using Data as a Service Tools?

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Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. For the first time in a decade, IT services will become bigger than communication services in 2024. Gartner estimates that by 2027, nearly all of the growth in worldwide IT spending will come from software and IT services.

Cloud 161
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Sequencing Business Models: The Types of Marketplaces

Casey Accidental

Casey’s first sequencing business models essay talked about the transition from a SaaS business model to marketplace business model, and why it’s so difficult. In this essay, we’ll go deeper into the gradients of marketplace models that a company can sequence to, and as a follow up, we will do the same for platforms.

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SaaStr Podcast 436: The State of the Cloud 2021 with Bessemer Venture Partners

SaaStr

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 210
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Reshaping the Software and Services Marketplace – A Guest Commentary in E-Commerce Times

Think Strategies

Despite the promises of the cloud, not much has changed. So, it’s not surprising that the demand for IT services — including upfront consulting, systems integration and software development skills — also has escalated.