SaaStr

OCTOBER 2, 2024

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. Not Directly Seeing Revenue Benefits from AI Workloads Yet AI isn’t benefiting Mongo yet directly. #5.

Azure 281

Azure Technical Review Scale AI 281

SaaStr

JULY 31, 2024

Just about everything in Cloud, SaaS and AI is firing on all cylinders at Microsoft: Azure and Cloud up +30% (!) That’s breathtaking at Microsoft’s scale. 60,000 AI-on-Azure Customers, and Accelerating — Up a Stunning 60% Year-over-Year We all sort of knew this, but helpful to see the numbers here. #3.

Azure 233

Azure Cloud AI B2B 233

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. Atlassian, Microsoft Azure, and Zoom are good examples of that. Leverage AI to assist sales. Whichever you choose will be a strategic decision.

Scale 305

Scale AI Search Azure Sales 305

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

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

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. Some naysayers doubted that genAI could scale into the enterprise at all. Budgets for generative AI are skyrocketing. Aren’t we stuck with the same 3 use cases? Isn’t this all hype?

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

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

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

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

Sales Hacker

APRIL 1, 2025

We’ll help you scale, you help us scale. 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. It’s about growing together. Don’t just be transactional.

Scale 64

Scale VP of Engineering Outsourcing Services Enterprise 64

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

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.

AI 98

AI Azure New CTO Software Development 98

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

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. As a public company with significant scale, it’s hard to grow quickly if you have to rely solely on new customers for that growth.

Cloud 184

Cloud Software Azure AWS 184

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. And that’s exactly why we created a playbook to help companies scale to $100+ million ARR with this model.

Scale 98

Scale Pricing Scaling AWS 98

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. Whether it’s real-time analytics data streaming or offering insights at scale, this tool can do it all. Over 500,000 businesses use Zoho Analytics, including PETA, Suzuki, IKEA, and HP.

Data Analysis 128

Data Analysis Software Data Scale 128

Andreessen Horowitz

MAY 7, 2024

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. While their growth at this scale is breathtaking, it’s not surprising. Wiz is also poised to benefit from another paradigm shift that may be even more massive than the move to the cloud: AI.

Investment 118

Investment Cybersecurity Azure Cloud 118

How To Buy Saas

MAY 21, 2025

Importantly, ATS platforms have evolved with AI-driven features , diversity and bias reduction tools , and deep analytics to meet todays hiring challenges. Manatal Best AI-Powered ATS for HR Teams Pricing: Key Features: Ideal Use Case: 5. Lever Best ATS + CRM for Scaling Enterprises Pricing: Key Features: 10.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

Clouded Judgement

SEPTEMBER 19, 2023

If you want features in your lakehouse (on top of open source Iceberg) for ingestion, CDC, streaming (file loading, Kafka connect, etc), schema evolution, compaction, optimization, time travel, snapshots, auto-scaling, maintenance (no more writing spark jobs to delete snapshots!), However, the two are intertwined together. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Sales Hacker

AUGUST 9, 2021

Orca Security provides security and compliance for Amazon Web Services , Azure , and Google Cloud Platform. ActiveFence is a computer software provider that specializes in detecting malicious content such as hate speech, disinformation campaigns, fraud, and other harmful activities online, at scale. Number of Employees: 251–500.

Cybersecurity 122

Cybersecurity Sales Hiring Scale Cloud 122

SaaStr

SEPTEMBER 13, 2020

Even at spectacular scale, they’re still growing at 30%. Azure has been gaining on them rapidly and is growing a double that rate. Law number one, in the cloud economy, scale wins. If you look at the IAS vendors, they passed $130 billion revenue milestone this year. It is staggering. Let’s dive in.

Sales Hiring 235

Sales Hiring Scale Payments Cloud 235

User Pilot

JULY 18, 2023

Develop – to break down the roadmap into prioritized tasks for development teams Integrations with development (Azure, Jira, Github), communication (Slack, Teams), CRM (Salesforce, Zendesk), project management (Trello, Asana), knowledge management (Confluence), and workspace tools (Google, Microsoft) Pricing Aha!

Software Review 98

Software Review Software Management Azure 98

User Pilot

FEBRUARY 6, 2023

H2O Driverless AI uses machine learning workflows to help you make business and product decisions. Microsoft Azure Machine Learning is a data science tool that helps you create machine learning models at scale so you can prepare data, build and train models, deploy, and then monitor results.

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

Neil Patel

SEPTEMBER 28, 2020

They likely will have their processes and expertise optimized for analyzing data at scale. Known as their “AI Factory”, Artefact also works with cloud service providers like Azure to ensure they have a robust infrastructure. Transparent results – Can the analytics agency demonstrate the results they’ve gotten in the past?

Technical Review 134

Technical Review Software Review Machine Learning Artificial Intelligence 134

User Pilot

APRIL 30, 2024

It’s suitable for businesses wanting control over their infrastructure and the ability to scale. Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

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. Frank Holland, CEO of Apttus, presented a session titled “ Gaining Scale and Increasing Business Velocity Through Quote-to-Cash.” Fast-forward to Fall 2018.

Azure 40

Azure Outsourced Development Scale Finance 40

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

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. One of the best features of Twilio is its ability to handle expansion and scale according to the business growth rate.

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 scale is extraordinary. Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. . There are about 3.2

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SmartKarrot

MAY 11, 2023

“85% of employers say they directly benefit from AI in the workplace” – MIT Sloan Management Review The difference between conversation and conversational intelligence and how they can improve the customer experience. To see how SmartKarrot helps B2B companies streamline and scale customer success, Request a Demo.

Artificial Intelligence 10

Artificial Intelligence Azure Sales Hiring Machine Learning 10

SaaStr

AUGUST 22, 2020

Justin Bedecarre: And then another client of ours is an international company that has decided that they truly want to scale up in San Francisco. We don’t know when we’re going to be able to get safely back at scale. And they’re going to reduce their commute by 45 minutes. We’ve been doing it for over a decade.

Sales Recruiting 213

Sales Recruiting Cloud CTO Hire Sales Hiring 213

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

Tom Tunguz

NOVEMBER 4, 2024

“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” Azure 26 33 26.9% GCP 23 35 52.2%

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225

User Pilot

JANUARY 29, 2025

Below, youll find three standout AI-related job openings paired with exceptional candidates Ive carefully selected. Top AI product manager job opportunities at AI companies Looking for a job in AI Product Management? 10+ years in product management, particularly in AI or cutting-edge tech.

Artificial Intelligence 52

Artificial Intelligence AI Payment Solutions Scale 52

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

Scytale

FEBRUARY 4, 2025

Whether you’re using AWS, GCP, or MS Azure as your IaaS (Infrastructure as a Service) provider, hosting your data in the cloud doesnt automatically mean its secure. With unmatched multi-cloud visibility and protection in one powerful AI-driven platform, Lacework enables businesses to manage cloud compliance effortlessly.

compliance 52

compliance Cloud Azure AWS 52