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.

AI Search 285

AI Search AI Cloud Azure 285

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.

Cloud 279

Cloud AWS Azure AI 279

Clouded Judgement

NOVEMBER 1, 2024

” “Azure OpenAI usage more than doubled over the past 6 months” “GitHub Copilot enterprise customers increased 55% quarter-over-quarter” Google on AI “Gemini API calls have grown nearly 14x in a 6-month period.” ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B This is $15.2B

AI 164

AI Cloud Technical Advisors AWS 164

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!

Cloud 213

Cloud Azure AWS Scale 213

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.

Azure 277

Azure Cloud Acquisition Strategy 277

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.

CTO Hire 141

CTO Hire AI Venture Capital Sales Hiring 141

SmartKarrot

JANUARY 18, 2022

A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. India has seen exponential growth in SaaS investments in the last decade.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11