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The 6 Things The Old Me Would Tell The Young Me

SaaStr

Young Me, 2011 : $100m ARR seems so very far from our $10m ARR today. Then: – Assume overall Cloud spend doubles in 5 years (maybe more) – Assume your Market Share grows 5x in 5 ys – Assume you figure out how to 3x your ACV. Young Me, 2011 : But what if we can’t IPO? Very far from today. — Jason ?BeKind?

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Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! However, a couple things happened.

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5 Interesting Learnings from Amplitude at $150,000,000 in ARR

SaaStr

Amplitude is a quiet Cloud leader that you might not have heard of — unless you are building software. They were founded in 2011 and IPO’d ten years later in 2021 at $150,000,000 in ARR, growing 57%, and have rocketed to a $7B+ valuation. This is super impressive and what we’re seeing from so many Cloud leaders.

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5 Interesting Learnings from Crowdstrike at ~$3 Billion in ARR

SaaStr

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. Only Founded in 2011. Even in a time of odd uncertainty in Cloud and SaaS. – 26% Free Cash Flow – 125% NRR – $48B Market Cap — Up 94.58% this year (!) 5 Interesting Learnings: #1.

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We?re About To See a Lot More SaaS Debt

SaaStr

2004-2010 marked the early days of SaaS where the model was still risky, and cloud providers were competing hard with their on-prem predecessors. . Things started changing in 2011. In 2011, Hootsuite raised $3m in venture debt before raising another $50m in debt from CIBC in 2018. . Don’t VC’s Want This Dealflow?

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5 Interesting Learnings from Twilio at $3.4B in ARR

SaaStr

The best in SaaS and Cloud really do scale just about forever. Say what you will about when SaaS and Cloud companies choose to go profitable, Twilio will be there at $4B in ARR. #8. Twilio’s 2011 customers are worth 10x more today a decade later. A hero company in Cloud and SaaS for us all to look up! Probably more.

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2011: More of the same. only worse

Practical Advice on SaaS marketing

What's new for 2011? More confusion Customers will confront more confusion about SaaS, PaaS, IaaS, cloud computing, private clouds, public clouds, hybrid clouds, etc. More confusion Customers will confront more confusion about SaaS, PaaS, IaaS, cloud computing, private clouds, public clouds, hybrid clouds, etc.