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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. We saw it during the rise of the cloud. What actually happened was this: Cloud created new pain points and new markets (more data, more sprawl, more teams), which made old categories more valuable. Cloud shifted services to software.

Cloud 167
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SaaStr on 20VC This Week: Why 40% Cloud Adoption Marks the End of Easy Growth. And Why the AI Budget War is Just Getting Started

SaaStr

Why 40% Cloud Adoption Marks the End of Easy Growth. The 40% Tipping Point : With 40% of workloads now in the cloud, SaaS has hit market maturity. Weak players get acquired or shut down. The Cursor Example: This company is generating significant revenue by fundamentally reimagining how developers work.

AI 259
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The Early Days: How Veeva Hit $100m ARR With Just $3m Raised — And a Deep Vertical Focus

SaaStr

Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. Don’t get discouraged.” It took Veeva about three or four years.”

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

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.

AI Search 289
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The Compound Startup Advantage: Why The CEO of Rippling Believes Focus Is Overrated

SaaStr

Conrad personally runs payroll for Rippling’s 2,000 employees across a dozen countries as a “part-time job,” while UK companies with even small teams often spend 5-6 days monthly just managing payroll. The company now has three distinct “clouds”: HR Cloud : Traditional HR and payroll functions.

Startup 157
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Cloud Security Posture Management (CSPM): Top 6 Capabilities

Frontegg

Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Common misconfigurations include exposed storage buckets, excessive permissions, unsecured APIs, and poor network segmentation. What is cloud security posture management (CSPM)?

Cloud 52
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Buying your next SaaS app: Get answers to 7 key InfoSec questions

BetterCloud

This is why security teams require SaaS security assessments. When configurations often change, like in cloud productivity suites, risks grow. It gives the bad actor access to a users browser, hijacks the session, and then redirects the user to malicious sites. But whats in them? Cross-site scripting (XSS).