SaaStr

MAY 30, 2024

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. You want customers to understand the product and pricing and start using it on their own. Atlassian, Microsoft Azure, and Zoom are good examples of that.

Scale 305

Scale AI Search Azure Sales 305

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. Yesterday, Cloudflare announced earnings.

Cloud 243

Cloud Azure Headcount Software Review 243

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

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

Clouded Judgement

FEBRUARY 2, 2024

” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. 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.”

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

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

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

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

APRIL 11, 2024

Who are the real AI winners. This has all resulted in the median stock price declining 5% YTD. 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. What’s going on with rates (the 10Y has gone from 3.9%

Cloud 184

Cloud Software Azure AWS 184

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. Revenue multiples are a shorthand valuation framework.

Cloud 167

Cloud Azure AWS Software Review 167

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

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

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. Usage-based pricing will be the key to successful monetization in the future.”. Usage-based pricing is in all layers of the tech stack.

Scale 98

Scale Pricing Scaling AWS 98

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

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.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

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

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 147

CTO Hire AI Venture Capital Sales Hiring 147

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

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. Keep in mind that the on-premise services have a different pricing structure. Microsoft Power BI offers two pricing plans: Power BI Pro : $9.99 3 – Tableau – The Best for Data Visualization.

Data Analysis 128

Data Analysis Software Data Scale 128

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

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%+. There’s a real chance the fed funds rate isn’t going >5%, and a soft landing or delayed recession is certainly possible (maybe even being priced in).

Cloud 130

Cloud Azure AWS Generative AI 130

User Pilot

MAY 30, 2023

This tier has custom pricing. Lytics A CDP built for customer-centric experiences, Lytics is the first CDP with native AI built-in. Lytics pricing is not available on its website and to get a quote, you need to contact their team. Similar to Lytics, Bloomreach pricing is not openly available. Microsoft Azure dashboard.

Azure 98

Azure Government Marketplace as a Service Pricing 98

User Pilot

JULY 18, 2023

The tools are constantly evolving and changing their pricing plans, so it may be difficult to ensure that your product team is using the right tools and getting the best value for the money. Pay attention to support and customization, and make sure it has the right templates, integrations , and scalable pricing plans.

Software Review 98

Software Review Software Management Azure 98

Sales Hacker

APRIL 1, 2025

Um, the goal was to bring all of those assets of Azure Modern Workplace, the business application side together, build a really powerful data set, um, all within that common data platform on Azure. Rudimentary AI to, to then be able to extend it extensibility that you can bring to other apps. And, um, I made the jump.

Scale 64

Scale VP of Engineering Outsourcing Services Enterprise 64

User Pilot

JULY 17, 2023

Qualaroo helps you collect customer feedback and measure customer satisfaction with AI-powered sentiment analysis. Pricing Userpilot offers excellent value for money, and its pricing plans are flexible and scalable to accommodate companies of different sizes and needs. Pricing Typeform offers 4 plans that you can choose from.

Software Review 19

Software Review Software AI Search DevOps as a Service 19

Neil Patel

SEPTEMBER 28, 2020

Here’s what makes Artefact one of the best analytic companies in 2020: Technology stack – Artefact utilizes some of the latest advances in AI and machine learning to create custom algorithms that help businesses accelerate data transformation and optimize their business processes.

Technical Review 134

Technical Review Software Review Artificial Intelligence Machine Learning 134

ProfitWell

SEPTEMBER 10, 2020

Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. AI Integrations. Pricing Changes. Optimize your pricing. Is your pricing standing in the way of growth?

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Most SaaS companies offer a scalable pricing model that adjusts based on usage – ideal for managing budgets effectively. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

How To Buy Saas

SEPTEMBER 5, 2024

Besides, their data professionals could develop comprehensive data strategies, deploy sophisticated analytics, and use AI to acquire deeper insights. Whether it’s anticipating consumer behavior, improving pricing models, or identifying fraud, such solutions help you remain competitive and responsive in a data-driven environment.

Blockchain 52

Blockchain Technical Review Underperforming Technical Team Systems Review 52

User Pilot

JULY 25, 2024

To excel, leverage resources like books (e.g., “Python for Data Analysis”), webinars (Data Science Salon, BrightTALK), blogs (Data Science Central, KD Nuggets), podcasts (Lex Fridman Podcast, Data Skeptic), and certifications (Senior Data Scientist (SDS), Microsoft Certified: Azure Data Scientist Associate, etc.).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Valuize Consulting

SEPTEMBER 30, 2024

Offer customized pricing models or add-on services that align with the specific needs and budgets of different customer segments. Utilize AI-driven chatbots for 24/7 support, capable of handling routine inquiries and escalating complex issues to human agents.

Customer Success 52

Customer Success Strategy Azure Technical Review 52

Navint

AUGUST 26, 2019

In 2015, Apttus and Steelbrick were the two major Configure, Price, Quote (CPQ) vendors built on the Force.com platform. Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. Tale of Two CPQ Providers: A Brief History. Fast-forward to Fall 2018.

Azure 40

Azure Outsourced Development Scale Finance 40

Valuize Consulting

SEPTEMBER 30, 2024

Offer customized pricing models or add-on services that align with the specific needs and budgets of different customer segments. Utilize AI-driven chatbots for 24/7 support, capable of handling routine inquiries and escalating complex issues to human agents.

Customer Success 52

Customer Success Strategy Azure Technical Review 52

User Pilot

JULY 21, 2024

new features, pricing models). Microsoft Certified: Azure Data Scientist Associate by Microsoft : Ideal for those looking to specialize in Azure cloud data science. Making Data Simple : Hosted by AI VP at IBM, Martin AI, this podcast focuses on making complex data science concepts understandable for a broader audience.

Technical Review 52

Technical Review Data Artificial Intelligence Machine Learning 52

SaaStr

OCTOBER 16, 2024

The bar has gone up, and it’s not just in AI. Buyers are expecting much more from a product, and yes, AI is accelerating those expectations. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. So non-tech is strong, we all know AI is strong. Is there a bubble?

Sales Hiring 321

Sales Hiring Scale AI SaaS 321