SaaStr

NOVEMBER 18, 2021

ai is one of those enterprise software companies ($2m customers on average) you hear about and see their billboards but are never quite sure what they do. An amazing exit at the time, but one that happened as Siebel was clearly losing to the Cloud transition that Salesforce came to own. The founding story is fascinating. Never quit!

AI 59

AI Azure Cloud Enterprise 59

SaaStr

AUGUST 31, 2024

So is it a downturn in SaaS or Cloud — or not? There are so many mixed signals: Unicorn product is up 2x over last year, but layoffs continue AI spend is fast and furious, with Google Cloud, Microsoft Azure, etc. Overall, SaaS leaders tied to non-tech buyers or tied to AI are still growing at epic rates.

Azure 329

Azure SMB Cloud AI 329

Tom Tunguz

MARCH 2, 2024

In the past, the bigger the AI model, the better the performance. This is a chart of many recent AI models’ performance according to a broadly accepted benchmark called MMLU. 1 MMLU measures the performance of an AI model compared to a high school student. OpenAI Model Release Date Parameters, B MMLU GPT2 2/14/19 1.5

AI 248

AI Azure ChatGPT Benchmarks 248

Tom Tunguz

FEBRUARY 13, 2023

AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. Today, our largest R2 customer is another AI company using us for exactly the purpose of being a neutral place to store their training data.

Cloud 243

Cloud Azure Headcount Software Review 243

SaaStr

OCTOBER 2, 2024

So the growth rates of Cloud infrastructure leaders have been all over the place. Billion in ARR GitLab is growing 30% at $730m ARR Microsoft Azure, Google Cloud are on fire, fueled by AI But others are seeing more headwinds due to downturns in the “B2B2B” segment of tech. Cloudflare is growing 30% at $1.6

Azure 282

Azure Technical Review Scale AI 282

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

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 307

Azure AWS Sales B2B 307

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 294

AI Search AI Artificial Intelligence Scale 294

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. On Tuesday, Azure and Google spooked the market.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

SaaStr

JULY 27, 2019

What did the 100,000+ subscribers to SaaStr’s Cloud Daily find most interesting in the Cloud this week? 2: LinkedIn is Migrating to Microsoft Azure. 3: Microsoft Invests $1 BIllion in OpenAI to Develop AI Technologies on Azure. The Cloud Wars continue to heat up. Cloud is Huge. and Europe). #6:

Cloud 37

Cloud Azure Venture Capital Mobile 37

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes new workloads are AI related. Sometimes they’re classic cloud migrations.

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

SaaStr

JULY 31, 2024

But it’s become so central to Cloud the past years, and both LinkedIn and GitHub (which Microsoft acquired) are at the pulse and heart of B2B and B2D, respectively. Just about everything in Cloud, SaaS and AI is firing on all cylinders at Microsoft: Azure and Cloud up +30% (!) Overall Cloud up +22% (!)

Azure 233

Azure Cloud AI B2B 233

Tom Tunguz

JULY 25, 2023

At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 256

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 256

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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…). Follow along to stay up to date!

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Follow along to stay up to date! Back then the median software NTM rev multiple was ~6x. Today it’s ~5x. at start of July to 4.0%

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Tom Tunguz

APRIL 25, 2024

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. ” Much of the AI spend is at the enterprise, where a 50% reduction in customer support cost or a 75% increase in engineering capacity filters billions to the bottom line.

Azure 213

Azure AI Search Marketing ChatGPT 213

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 167

Cloud Azure AWS Software Review 167

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI. 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

SaaStr

JULY 19, 2022

Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers.

GCP(Google Cloud Platform) 265

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 265

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. Follow along to stay up to date!

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. Who are the real AI winners. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. net retention and CAC payback). Is Software Rebounding?

Cloud 184

Cloud Software Azure AWS 184

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.” Improved terms from the cloud service providers have contributed to margin expansion.”

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. And everyone hoping for AI acceleration will need to wait. Private companies like CoreWeave and Lambda (who offer cloud GPUs) are also seeing a big boost.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

IT World

JUNE 6, 2019

Microsoft and Oracle are partnering in the cloud, allowing their customers to run enterprise workloads across Microsoft Azure and Oracle Cloud. A direct network connection and identity interoperability between the two clouds will also allow customers to seamlessly migrate workloads and data, the companies said.

Azure 12

Azure Cloud AI Enterprise 12

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. Over the past couple months, we’ve spoken with dozens of Fortune 500 and top enterprise leaders , 2 and surveyed 70 more, to understand how they’re using, buying, and budgeting for generative AI.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

IT World

OCTOBER 12, 2022

Microsoft has launched Microsoft Syntex, a rebranding of the application as the company transforms it into a set of content apps, low-code tools and services that uses AI to streamline how organizations work with content. To read this article in full, please click here

AI 115

AI Azure Management Cloud 115

IT World

JANUARY 25, 2023

Microsoft on Tuesday said it expects the growth across its cloud business to temper down through 2023 as enterprises brace for economic headwinds. The Windows-maker reported 29% growth in total cloud revenue to $21.5 Microsoft said it expects its third quarter cloud gross margin to decrease by one percentage point, driven by Azure.

Cloud 96

Cloud Azure AI Enterprise 96

IT World

FEBRUARY 8, 2023

Microsoft has gone all in on artificial intelligence (AI), pouring $10 billion in the OpenAI startup — and that’s just the opening gambit. AI will reap many billions in revenue for the company, particularly its cloud business. Yesterday it unveiled plans to add AI to Bing in a bid to take market share from Google.

AI 96

AI Artificial Intelligence Azure Cloud 96

Andreessen Horowitz

APRIL 5, 2024

They addressed the top concern for CISOs: the impact of generative AI on enterprise security. Here’s what they had to say about the key considerations for technology adoption and strategies CISOs can employ to navigate the rise of AI-driven security solutions: 1. What is the biggest security threat that enterprises face today?

Generative AI 101

Generative AI AI Enterprise Technical Review 101

Tom Tunguz

JANUARY 29, 2025

Microsoft announced earnings yesterday & the data painted a brilliant picture for the future of AI. The AI subset is on a $13b run rate, more than double last year. Azure other cloud services revenue grew 31%. 300b of RPO is basically the next 2 years of Azure revenue already committed. .

Azure 100

Azure Software Review AI Engineering 100