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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

The AI Bet (2016-2020): Riding the Massive Wave Market Cap Journey: $50B → $323B Here’s where timing met preparation. Key Lesson: The best platforms don’t just serve one vertical—they create horizontal infrastructure that enables entirely new categories of applications.

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RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

Notably, the term RAG was coined in a 2020 research paper by Facebook AI (Meta) that described retrieval-augmented generation as a general-purpose fine-tuning recipe for enhancing knowledge-intensive tasks. It can be used for RAG by orchestrating calls to Azure Cognitive Search (a vector search service) and an LLM (like Azure OpenAI Service).

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

Cloud 167
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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Security and compliance are strong, with Wiz turning down billions from Google. Crowdstrike is up and still grew 35%. Is there a bubble? Does it matter?

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ProProfs Knowledge Base Review: A Comprehensive Knowledge Management Solution

How To Buy Saas

Single Sign-On & Authentication Integrations : SSO integration (Okta, Azure AD, etc.) Continuous News & Improvements: The press page shows multiple press releases about acquisitions and product updates – e.g., ProProfs acquiring WebinarNinja in 2024 and Qualaroo in 2020. connects your knowledge base with your identity system.

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GTM 139: AI Agents Are Changing Everything — Microsoft’s VP of AI Agents on the New Era of Work and Software | Ray Smith

Sales Hacker

cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure. I guess hindsight is 2020, but looking at apps and mobile, the pricing to me, at least just always kind of made sense. Scott Barker: Is it a fair comparison to, you know, we had the explosion of, you know.

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Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes. Enterprise software spending globally was $529B in 2020, per Gartner.

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