SaaStr

MARCH 24, 2025

AI is already reshaping B2B SaaS, and its only going to accelerate. AI is Table Stakes Now. AI isnt a differentiator anymore per se its the baseline. Customers expect AI to be baked into your product, whether its automating workflows, improving onboarding, or delivering predictive insights. Mediocre AI wont cut it. #2.

AI 147

AI Trends SaaS AWS 147

Tom Tunguz

FEBRUARY 26, 2025

AWS, Twilio, Heroku, etc. There are a few alternatives for AI-driven products: Triple the per seat price : If the AI agent is 3x as productive as a human, the software company could charge 3x as much per seat. Move to usage-based pricing : AI software might be priced like databases, charging for compute.

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

Clouded Judgement

FEBRUARY 7, 2025

Subscribe now “Grouping + AI” for Triage One area I’m quite excited to see AI revolutionize is “grouping + triage” workflows. Many of them AI based. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Follow along to stay up to date!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

APRIL 26, 2024

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 287

AI Search AI Artificial Intelligence Scale 287

Tom Tunguz

JUNE 25, 2023

In addition, Microsoft & Snowflake announced a deeper AI go-to-market partnership with Snowflake. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation. Snowflake’s partnership with Nvidia positions Snowflake’s cloud as a broader infrastructure platform.

Artificial Intelligence 240

Artificial Intelligence AI AWS Cloud 240

SaaStr

MARCH 1, 2024

Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. The Pace of AI is Increasing Dramatically Something ground-shifting has been happening over the last five years — the pace of innovation. Now, it’s 100+ times.

Generative AI 293

Generative AI Outsourcing Services AI Software Review 293

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. Each of these businesses are large enough to justify it.

Cloud 311

Cloud AWS Azure AI 311

Tom Tunguz

APRIL 6, 2023

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI. The video is here.

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

SaaStr

DECEMBER 14, 2023

When it comes to marketing Workspace, Alison shared they’re double down on showing off the value off of Duet AI, Google Workspace’s AI assistant. Their focus on Marketing with Duet AI with Workspace has been a way to open up business in new accounts. Right now, 70% of the GenAI startups are using Google Cloud.

Cloud 309

Cloud Scale AWS AI 309

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. So not everyone is seeing tougher times these days. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well.

Azure 301

Azure AWS Sales B2B 301

SaaStr

AUGUST 3, 2024

Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. VCs are minting AI unicorns at a strong clip, and investing in AI at as fast a clip as they can. VCs are minting AI unicorns at a strong clip, and investing in AI at as fast a clip as they can.

AWS 235

AWS Scale Social Media SaaS 235

SaaStr

SEPTEMBER 10, 2023

I’m using Google Workspace (Gmail, Drive), AWS , Vercel , Slack , Figma , Notion , Salesforce , HubSpot , Secureframe , Clari , and Zapier. #2. Last week we had a great one with Luca Penati, CMO & CCO of BEE, check it out here. This week we have Shrav Mehta, Founder and CEO of Secureframe! #1. What’s your core stack of apps today?

AWS 298

AWS compliance AI Startup 298

SaaStr

DECEMBER 13, 2021

During those 30 years as an Open Source platform, multiple developers and professionals adopted and contributed to it to the point where, today, Linux is everywhere—supercomputers, AI, IoT, embedded devices, and so on. For us, the SaaS model Amazon Web Services (AWS) offered was an amazing one to look at.

Enterprise 246

Enterprise AI SaaS AWS 246

SaaStr

FEBRUARY 21, 2024

AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. That’s a high value for AWS.

AWS 279

AWS Scale Sales Hiring Marketing 279

SaaStr

DECEMBER 20, 2023

For example, Google and AWS are already ZoomInfo customers, but only certain sub-segments within those businesses – not the entire org. How is ZoomInfo Integrating More Advanced AI? At ZoomInfo, they’re integrating more AI for personalization and prioritization. The worst emotion for software sales is uncertainty.

New CTO 312

New CTO Scale Sales Hiring AWS 312

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).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

SEPTEMBER 29, 2024

It’s clearly the center of the AI Boom, even if many are based outside of it, in Paris and elsewhere. But SOMA and much of the financial district are still awful. It wasn’t to work at the beach, it was for family reasons. The SF Bay Area is back. Better to find a remote job and live in a cheaper, and calmer geo. • But it’s still #1.

AWS 293

AWS B2B AI Startup 293

SaaStr

DECEMBER 20, 2023

300 Employees Working on AI Not a surprise, but interesting to see the scale of investment here. #5. Growing Almost 50% as Approaches $2B in ARR The exact growth rate is based on an The Information report from a few weeks ago, and it seems about right looking at their published metrics. That’s awfully impressive.

AWS 307

AWS B2C Scaling AI 307

Intercom, Inc.

JANUARY 12, 2021

This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. At Intercom, we’ve found success running Lambda as glue code between AWS services.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

Tom Tunguz

FEBRUARY 6, 2025

Google’s earnings call identified some major changes and unexpected outcomes, including the performance of AI Ads, the importance of hardware compared to algorithmic efficiency gains, and the groundswell of developer adoption for Gemini models. The new modalities for engaging with computers will be the main theme of AI in 2025.

AI Search 130

AI Search AI AWS Cloud 130

SaaStr

FEBRUARY 7, 2025

Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Enterprise sales require a field presence, strategic account management, and a drive to go where your customers are. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model.

Scale 176

Scale Sales Hiring Scaling Revenue 176

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally).

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

JULY 19, 2022

Drift brings Conversational Marketing, Conversational Sales and Conversational Service into a single platform that integrates chat, email and video and powers personalized experiences with artificial intelligence (AI) at all stages of the customer journey.

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 261

SaaStr

AUGUST 19, 2023

Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!!

VP of Engineering 246

VP of Engineering AWS Engineering AI 246

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

Intercom, Inc.

FEBRUARY 26, 2018

AI is potentially the next elephant waiting to enter the room. Our engineers also write a lot of Ruby code, which knits together a lot of AWS, infrastructure, platform and SaaS technologies that form the core of Intercom’s backend infrastructure. Cloud computing is dominant. Best in class public companies (e.g. Mid-stage startups.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

Sales Hacker

OCTOBER 6, 2023

Big things also happening in the AI space. The buzz and the pressure to implement AI solutions can be overwhelming. In partnership with Jorge Peñalva , the CEO of Lang.ai , and the team at G2 we’ve built the first framework to implement AI for GTM teams. Max Altschuler from the GTMfund answers this: “AI is not a silver bullet.

Artificial Intelligence 123

Artificial Intelligence AI Generative AI Blockchain 123

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. So what you're seeing is much more of that continuous cycles by customers, both when it comes to AI or whether it comes to the traditional workloads.” Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “I don’t even hear the words AI and budget in the same sentence.” ” “We are seeing stability in customer expansion patterns.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

SaaStr

NOVEMBER 24, 2021

Pothole #4 – Promoting Your Best Salesperson to Manager. It’s a common occurrence in SaaS –– the highest-performing sales rep gets promoted to manage a team.

Sales Hiring 257

Sales Hiring Scale Compensation Sales 257

Clouded Judgement

SEPTEMBER 27, 2024

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Why am I mentioning all this?

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

SaaStr

MARCH 24, 2019

Clippy was AI before AI: China is a whole different world for SaaS. Alibaba is their AWS (or becoming it): The Cloud is better. Goodness : We forget about the OS in the Cloud, but we all need to still deal with things like Windows 7 IRL: One perspective on the Top 25 VCs in SaaS now: Pretty Funny. It is even cheaper.

Cloud 150

Cloud AWS AI Acquisition 150

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.”

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

User Pilot

MAY 10, 2023

Artificial intelligence is revolutionizing our everyday lives, and marketing is no different, with several examples of AI in marketing today. From communication to automation, the latest updates in AI are genuinely bridging the gap between science fiction and reality. Marketing AI best practices. AI-powered marketing tools.

Artificial Intelligence 90

Artificial Intelligence AI Search AI Machine Learning 90

User Pilot

AUGUST 18, 2024

How do you ensure your AI product not only survives but thrives in this competitive market? In an upcoming talk , she’ll take a deep dive into the specifics of launching AI-first products. In an upcoming talk , she’ll take a deep dive into the specifics of launching AI-first products. Defining the value proposition.

AI Search 105

AI Search AI Scale Strategy 105

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications.

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

MAY 31, 2024

If you love to write about AI chatbots, then write for Drift. 7: Having the CMO Report to the CRO is a Terrible Idea Having marketing under a CRO is an awful idea for two reasons. Then, while he has his morning coffee, he types up something to share in the afternoon that’s on his mind. The actionable advice here?

Sales Hiring 302

Sales Hiring Sales Recruiting Marketing Scale 302