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

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

Clouded Judgement

APRIL 11, 2024

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. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. net retention and CAC payback).

Cloud 184

Cloud Software Azure AWS 184

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. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

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

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

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 144

CTO Hire AI Venture Capital Sales Hiring 144

Clouded Judgement

JUNE 9, 2023

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’re also seeing some real strength in AI Services. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MAY 10, 2024

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Subscribe now Busy week! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. And everyone hoping for AI acceleration will need to wait. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Neil Patel

JANUARY 25, 2021

A unique feature of Zoho Analytics is its AI-powered assistant that can answer all your questions in the form of meaningful reports. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud.

Data Analysis 128

Data Analysis Software Data Scale 128

Clouded Judgement

FEBRUARY 3, 2023

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%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

OpenView Labs

FEBRUARY 9, 2021

While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. But growing with a usage-model is not as straightforward as traditional subscription SaaS.

Scale 98

Scale Pricing Scaling AWS 98

User Pilot

APRIL 30, 2024

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Software as a Service (SaaS): SaaS providers have ready-to-use software applications over the internet on a subscription basis. Online invoicing : Manage and track invoices to maintain cash flow with ease.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

OPEXEngine

FEBRUARY 15, 2022

Self-hosted SaaS environments that don’t leverage third-party vendors must also proportionally split their self-hosting expenses between company use for business operation and customer subscription platform usage. . Professional services are billable implementation and customization services sold to customers.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

Navint

AUGUST 26, 2019

Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. However, their focus over the past few years has been on building a multi-platform approach (Salesforce, Microsoft, and IBM) and in eCommerce, AI, and behavioral apps.

Azure 40

Azure Outsourced Development Scale Finance 40

All that Saas

JULY 8, 2021

The software integrates well with over 65 tools like Microsoft Azure, Google Compute Engine, Google App Engine, and many others to deliver a seamless user experience. Mailchimp provides extensive AI-powered, user-friendly tools to its users for rapid growth. The only difference in these plans is based on the number of subscribers.

Software Review 52

Software Review Marketing Software Scale 52

Intercom, Inc.

DECEMBER 31, 2019

The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SmartKarrot

JANUARY 18, 2022

Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.” The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

AUGUST 22, 2020

Five people in the digital team were looking at blockchain projects and three people on that digital team were looking for long term AI transformation. If there’s a social security number and other pieces of AI, then automatically it’s limited to this org or this subset of the org. Aaron Levie: Exactly.

Sales Recruiting 210

Sales Recruiting Cloud CTO Hire Sales Hiring 210

Clouded Judgement

MAY 2, 2025

Satya called cloud and AI “the essential inputs to reduce costs and expand output.” ” Azure saw meaningful acceleration and grew 35% YoY vs expectations of closer to 31% (last quarter they grew 31%). Demand is growing faster for AI services than they can bring resources online to serve the demand.

Cloud 259

Cloud Azure Generative AI AWS 259

Clouded Judgement

NOVEMBER 1, 2024

AI Commentary Some interesting AI commentary / stats I wanted to highlight from a couple earnings calls this week Microsoft on AI “We're excited that only 2.5 years in, our AI business is on track to surpass $10 billion of annual revenue run rate in Q2.

AI 167

AI Cloud Technical Advisors AWS 167

Sales Hacker

MARCH 25, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Ray Smith is the VP of AI Agents at Microsoft. Ray breaks down why the rise of AI agents is a tectonic shift, how businesses are already seeing ROI, and what it means for SaaS, team structure, and go-to-market strategies.

AI Search 69

AI Search AI Scale Software 69

How To Buy Saas

FEBRUARY 27, 2025

is OpenAIs newest Generative Pre-trained Transformer model, unveiled as a research preview in late February 2025 Its essentially an upgrade to the powerful GPT-4 model, aimed at making AI responses feel more natural, knowledgeable, and reliable. But what does that mean for an AI? OpenAI describes GPT-4.5 Initially, access to GPT-4.5

ChatGPT 40

ChatGPT AI Search Software Review AI 40

How To Buy Saas

MARCH 3, 2025

From AI-driven applications to automation that slashes tedious tasks, SaaS solutions are becoming smarter and more efficient by the day. Well, AI and machine learning (ML) are making it a reality. In 2025, AI is supercharging SaaS applications, making them more intuitive, predictive, and flat-out smarter. Lets break it down. (A)

Payment Solutions 52

Payment Solutions Software Review SaaS Payments Payment Services 52