SaaStr
FEBRUARY 26, 2025
Nvidia, Google Cloud, Azure, etc. pic.twitter.com/RhXYJqZuMg — Marc Benioff (@Benioff) February 26, 2025 Let’s dig in more 5 Interesting Learnings: #1. pic.twitter.com/RhXYJqZuMg — Marc Benioff (@Benioff) February 26, 2025 Let’s dig in more 5 Interesting Learnings: #1. But how about 2026+?
Tom Tunguz
OCTOBER 23, 2023
“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” ” Microsoft’s presence in the developer ecosystem continues to astound.
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SaaStr
FEBRUARY 7, 2025
In the latest episode of SaaStr’s CRO Confidential Series, our host Sam Blond sits down with Ron Gabrisko, CRO of Databricks , to unpack the journey from $1M in ARR to crossing $3B ARR at the end of January 2025. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy.
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. 8 percentage points increased margins in a quarter is titanic.
SaaStr
FEBRUARY 20, 2021
But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. Google Cloud continues its march upmarket, competing with Azure. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. That’s tripling again from where we are today!
SaaStr
APRIL 8, 2020
Once Office 365, Azure, etc. Better to put that energy into products that would move the needle in Cloud in 2019–2025 and beyond. You have to eventually close one down if it’s not a winner. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough.
SaaStr
JUNE 26, 2024
SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B. Just build. It’s a rocket ship.
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