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 290

AI Search AI Artificial Intelligence Scale 290

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. Generally you need to aggregate data from a number of places to “group.” Many of them AI based. Follow along to stay up to date! Perfect for a LLM!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

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 296

Generative AI Outsourcing Services AI Software Review 296

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Here are some highlights from Amazon’s earnings : “We see considerable momentum on the AI front where we’ve accumulated a multibillion-dollar revenue run rate already.”

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

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 237

AWS Scale Social Media SaaS 237

Clouded Judgement

JUNE 19, 2024

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. 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.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. ZoomInfo, another pure play in B2B on the data side, isn’t seeing any bounce back yet, either: HubSpot: “Yes, We Had a Great Quarter. So not everyone is seeing tougher times these days. Klaviyo, Toast, etc. just had very strong quarters.

Azure 304

Azure AWS Sales B2B 304

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

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.” “Over 30% of customers use Snowflake to process unstructured data in October.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

SaaStr

FEBRUARY 7, 2025

Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Ron explains: “For us the more data you have and the more queries and the more analysis and analytics you can do, and the more value you’re going to get out of the product. For us data consumption continues to grow.”

Scale 179

Scale Sales Hiring Scaling Revenue 179

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 314

New CTO Scale Sales Hiring CTO Hire 314

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 282

AWS Scale Sales Hiring Marketing 282

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

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

Clouded Judgement

SEPTEMBER 19, 2023

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Intercom, Inc.

FEBRUARY 26, 2018

Whether it’s selling ads or storing data, The Four have become the nerve center of businesses all across the world and therefore take a cut from almost every business, regardless of whether it’s winning or losing its own particular battle for market share. AI is potentially the next elephant waiting to enter the room.

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

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

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. There are 500+ Massive Cloud Data Centers Now. It is even cheaper. That doesn’t mean it is cheap, tough. Shopify and MailChimp Go To War. Prediction: Mailchimp Blinks (More to Lose).

Cloud 152

Cloud AWS AI Acquisition 152

Clouded Judgement

AUGUST 2, 2024

Wayfair CEO compared the drop in spend to home goods to the 2008 financial crisis: “Customers remain cautious in their spending on the home and our credit card data suggests that the category was down by nearly 25% from the peak we saw in the fourth quarter of 2021. Then there’s software specific data points.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

OCTOBER 20, 2023

In general economic data has continued to come in strong (a data point suggesting inflation could stay sticky, and the economy can absorb rates staying higher for longer). Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 167

Cloud Azure AWS Software Review 167

Clouded Judgement

APRIL 11, 2024

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Who are the real AI winners. One of my favorite data sets from the quarter was one my colleague Thomas pulled together. This is the data point shown for Q4 ‘23.

Cloud 184

Cloud Software Azure AWS 184

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

Clouded Judgement

NOVEMBER 10, 2023

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Everyone is hoping to find a glimmer of data to suggest that the headwinds are abating and easing. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. To be clear - this was never data to suggest acceleration was starting.

Cloud 130

Cloud Azure AWS AI Search 130

Andreessen Horowitz

SEPTEMBER 25, 2023

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution. Ali: Enterprises move slow.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Clouded Judgement

MAY 31, 2024

” Time will tell… Data in chart below show’s the change in full year guide from this quarter vs last quarter. Feels like investors are broadly more comfortable waiting for the data to show up. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

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

JULY 26, 2024

Subscribe now Big Week of AI! This week had a number of important AI announcements. The rate of innovation in the AI markets is staggering, and a reminder that it’s really hard for anyone (big companies especially) to “fully commit” to an AI strategy or vendor. Follow along to stay up to date!

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

Sales Hacker

DECEMBER 3, 2019

Data-driven marketers aren’t playing to win a hand or two. And as more companies mature from making impulsive decisions based on data in spreadsheets to making data-driven decisions based on statistics collected through automation, more marketers are minimizing risk to play their cards by the numbers. Data Talks, Instincts Walk.

Sales Enablement 111

Sales Enablement Artificial Intelligence Branding Sales Hiring 111

SaaStr

JUNE 26, 2024

The three worlds are: B2B2C B2B2B AI And then there are folks in impacted categories like ZoomInfo , where things haven’t really improved. And there’s AI. Jason tweeted WTF because many things are happening in AI, like 200x ARR rounds. A lot of the funding rounds for AI feel like 2021 again, but only for this subset of people.

CTO Hire 146

CTO Hire AI Venture Capital Sales Hiring 146

Blulogix

MAY 21, 2025

It also gives stakeholders self-service access to real-time cost data. AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. This level of transparency builds trustand enables strategic financial planning. Heres a breakdown.

AWS 52

AWS AI Search Azure Finance 52

IT World

MAY 10, 2023

The generative AI platform comes with a suite of tools for tuning large language models, a data store built on lakehouse architecture, and an AI governance toolkit.

Artificial Intelligence 84

Artificial Intelligence AWS Generative AI Government 84

Sales Hacker

APRIL 23, 2024

Before Common Room, Linda led product marketing for serverless computing at Amazon Web Services, where she saw firsthand the impact connected data and person-level insights had on accelerating product adoption, earning new customers, and expanding account revenue. 7:09 – The evolution of data collection and actionability in RevTech.

Sales Recruiting 116

Sales Recruiting Scale AWS Management 116