SaaStr

DECEMBER 27, 2023

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Or at least, maybe like many, tougher times meant holding the line on costs and people, leading to even more efficiency. But at scale, even the slightly less long version of the tail is where the money is.

Scale 291

Scale AWS Azure Cloud 291

SaaStr

NOVEMBER 6, 2023

If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time! With some big caveats.

Merchant Services 307

Merchant Services Azure Software AWS 307

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. Some naysayers doubted that genAI could scale into the enterprise at all. Implementing and scaling generative AI requires the right technical talent, which currently isn’t in-house for many enterprises.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

Clouded Judgement

JUNE 20, 2023

The real headwinds to software (tougher expansion, longer sales cycles / procurement, slower new business, budget crunches / RIFs, etc) started last August. But what we’re really looking for is budgets expanding, shortening sales cycles, less pressure on expansion, etc. This makes it an “easier” comp.

Cloud 167

Cloud Software Benchmarks Scale 167

SaaStr

JUNE 26, 2024

If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B. Even though HubSpot grew 23% at $2.5B, there was weaker demand and longer sales cycles, and they had to do pilots with CEOs and CIOs. Or Scale AI securing $1B. Being AI doesn’t necessarily lead to riches.

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

Clouded Judgement

SEPTEMBER 19, 2023

If you want features in your lakehouse (on top of open source Iceberg) for ingestion, CDC, streaming (file loading, Kafka connect, etc), schema evolution, compaction, optimization, time travel, snapshots, auto-scaling, maintenance (no more writing spark jobs to delete snapshots!), A natural question is “why do we have two tiers?

Data 130

Data Government Scale GCP(Google Cloud Platform) 130