2024 AWS Azure 
SaaStr
NOVEMBER 18, 2023
Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. At a practical level though, the headlines in 2024 may actually look much worse than 2023 for startup failures. for the first time in 2024! Carpe Diem.
SaaStr
MAY 16, 2024
And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. Is 2024 any easier? The post 58% of You Say Sales Cycles Are Even Longer in 2024 appeared first on SaaStr. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well. Billion in ARR, said No.
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SaaStr
NOVEMBER 6, 2023
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! Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) With some big caveats. But it’s not that simple.
SaaStr
MAY 2, 2023
A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. And Another 18% in 2024. All are still growing at very strong rates. But all are growing more slowly than a year ago, and even more so than 2 years ago. But they are still growing.
Tom Tunguz
APRIL 30, 2024
Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. “Moving to AWS.
Clouded Judgement
JUNE 19, 2024
It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Let’s get into some high level data.
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.
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