2008 AWS Investment 
Clouded Judgement
MARCH 28, 2025
Any disruption of service at this facility could harm our business… We currently intend to add a second data center facility in 2008, the primary purpose of which is to add capacity. Fast forward to the launch of AWS and the public cloud. That juxtaposition is what makes investing in venture markets these days so fun!
Clouded Judgement
SEPTEMBER 27, 2024
Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).
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Clouded Judgement
AUGUST 2, 2024
Wayfair CEO compared the drop in spend to home goods to the 2008 financial crisis: “Customers remain cautious in their spending on the home and our credit card data suggests that the category was down by nearly 25% from the peak we saw in the fourth quarter of 2021. Altimeter is an investment adviser registered with the U.S.
Intercom, Inc.
JANUARY 24, 2019
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. We had already achieved the mission, so after 2008 we backed off the pedal, so to speak. “We’re really trying to accelerate success.
SmartKarrot
JANUARY 18, 2022
India has seen exponential growth in SaaS investments in the last decade. Instead of marketing, Zoho invests in R&D and customer service. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Zoho is committed to offering outstanding customer service.
SaaStr
OCTOBER 3, 2019
I’ve been in venture capital for about 20 years, made my first SaaS investment about 18 years ago and have really been focused on this space for a long time. We make early stage Series A investments in both consumer and enterprise companies. I was lucky enough to invest when it was three founders and a PowerPoint deck.
SaaStr
JULY 20, 2021
It’s a brutal, awful slog in the start. I would say, it’s always good to call out just how awful it is to be a founder, to be an entrepreneur, because that is a unique perspective that you bring to the board room that no one else shares. The angel investors are people who invest their own money. David : Here we go.
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