Tom Tunguz

APRIL 28, 2022

Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. Third, software engineers decentralize only a subset of the app. Developers pay for low-latency storage with the same protocol token as they would pay for compute.

Payment Solutions 256

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 256

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

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. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.

Azure 202

Azure GCP(Google Cloud Platform) AI Cloud 202

SaaStr

APRIL 27, 2021

Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. In my 148 public SaaS companies (including most of the categories of this list but not AWS, Azure, GCP) the aggregate revenue is $185B. Just how fast is SaaS and Cloud growing? One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform) 162

GCP(Google Cloud Platform) Azure AWS SaaS 162

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Gives Software the All Clear? This week software stocks shot up on Tuesday, largely a result of Datadog’s quarterly earnings. This doesn’t mean the rest of the software universe will follow suite. So what happened?

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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). The big question I have - everyone knows the market is tough right now. Follow along to stay up to date! Top 5 Median: 12.9x

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” It’s really important that new business is still healthy, and a sign of overall market health. This is all important because on a relative basis, high growth software is expensive. Follow along to stay up to date!

Cloud 130

Cloud Trends Azure 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. You could argue a shift to committed contracts gives them more stability, and a higher lifetime value of each customer.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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! Will the market get impatient?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Provide easy, fast, and cost-effective solutions to manage workload without having to deploy in-house hardware or software. IaaS services allow you to opt for only what you require and pay accordingly.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Casey Accidental

FEBRUARY 26, 2024

In my recent essay about second products , I talked about how the goal of building a second product is not the traditional concept of product/market fit we’ve all been raised on regarding startups. First off, let’s spend a moment on this product/market fit point. Google on GCP? Amazon on Alexa?

Underperforming Technical Team 63

Underperforming Technical Team Scale GCP(Google Cloud Platform) Startup 63

Chart Mogul

JANUARY 28, 2022

We kept growing over the years, and by 2019 we found ourselves looking at a fleet of somewhere around 50 machines in constant need of management, software updates, security patches, and so on. We researched the market and discovered many tradeoffs and advantages a new provider could bring to the table. Why move and why now?

K8S orchestration (Kubernetes) 52

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

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

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

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development. Essentially, a technology stack consists of an array of software tools and technologies combined to establish a comprehensive platform tailored for web development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

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

SaaStr

OCTOBER 17, 2019

The reason we did this, we took this decision is because of our bet on the market. So our initial bet was performance could make a big difference. Of course, the software, we need to build something, which is very different in term of performance. So the first version of the software had zero high availability at all.

Scale 123

Scale Scaling CTO Hire Part-Time VPE 123

Intercom, Inc.

JANUARY 24, 2019

It’s now so inexpensive to go to market that having a great tech vision and product isn’t enough. I had done some software consulting. It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku.

Scale 151

Scale Machine Learning Artificial Intelligence AI 151

Neil Patel

DECEMBER 24, 2020

The service is also suitable for startups, digital marketers, and even DevOps. 3 – AppDynamics – Best Software Monitoring Service For WebApps. While some website monitoring services watch apps, you really need a service that caters primarily to this market. AppDynamics is an application performance management solution.

DevOps as a Service 145

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

CloudGeometry

FEBRUARY 7, 2022

Behind the curtain, selling essentially the same software to different users and companies, again and again, relies on a distinct product architecture: secure multi-tenancy. The Single-Tenant architecture that dedicates specific software and infrastructure services to a single customer (in many ways similar to the world before cloud).

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

OpenView Labs

JANUARY 24, 2022

Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77