SaaStr

DECEMBER 13, 2021

During those 30 years as an Open Source platform, multiple developers and professionals adopted and contributed to it to the point where, today, Linux is everywhere—supercomputers, AI, IoT, embedded devices, and so on. In 2010, COSS was valued at $10B, and 90% of that value was attributed to a single company: Red Hat.

Enterprise 246

Enterprise AI SaaS AWS 246

Clouded Judgement

OCTOBER 20, 2023

For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 167

Cloud Azure AWS Software Review 167

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. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Why am I mentioning all this?

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Point Nine Land

JANUARY 30, 2019

How the AI wave could impact the B2B software industry in the next decade Last year I explained in a video, embedded below, that I believed the B2B software industry was entering a new stage: the SaaS wave was now in its deployment phase, and at the same time, the next big innovation wave, driven by AI, was in its installation phase.

AI Search 70

AI Search AI B2B Software 70

Buffer Resources

AUGUST 16, 2023

Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. Another area we anticipate we will continue to invest in is AI. At this point, we have built an AI assistant to generate content for our customers, and we are also using AI internally for areas such as Engineering and Marketing.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

Andreessen Horowitz

APRIL 30, 2024

In this conversation, a16z General Partner Angela Strange talks with J eff Sloan, former CEO of Global Payments, about how he was early to spot significant industry trends, how to make bets that move an organization, and the sea change that AI represents for the financial services industry. How did you think about it at Global Payments?

Payment Solutions 81

Payment Solutions Payments Payment Services SaaS Payments 81

Intercom, Inc.

DECEMBER 31, 2019

The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. To give some perspective, there were about 300 million smartphones sold in 2010. It is very possible that no other company has done as much to shape our decade as Jeff Bezos’s behemoth. There are about 3.2

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259