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The Capex Conquest in the Cloud

Tom Tunguz

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Google and Microsoft would wait another two years to replicate a similar level of investment. Google and Microsoft would wait another two years to replicate a similar level of investment.

Cloud 311
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

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. Talent beats everything.

Scale 176
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Forgot the SaaS Gloom and Doom on Social. ‘Just Build’ with SaaStr CEO and Founder Jason Lemkin

SaaStr

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. Every VC wants to invest. Just build.

CTO Hire 144
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The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Don’t be the seller who has to close-lost a deal because you aren’t there. .

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Top 30 SaaS Companies in India

SmartKarrot

India has seen exponential growth in SaaS investments in the last decade. A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. Instead of marketing, Zoho invests in R&D and customer service. Zoho is committed to offering outstanding customer service.

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Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx

Clouded Judgement

” “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 vs expectations of $12.7B.

AI 167
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Top 15 Cloud Compliance Tools in 2025

Scytale

Join us as we dive into the top cloud compliance tools for 2025 and see how they can help your business soar with confidence. Whether you’re using AWS, GCP, or MS Azure as your IaaS (Infrastructure as a Service) provider, hosting your data in the cloud doesnt automatically mean its secure. Whats Cloud Security Compliance, Anyway?