SaaStr

DECEMBER 8, 2023

At SaaStr Annual , he was joined by Jordan Tigani, Founder and CEO of Mother Duck Maggie Hott, GTM at OpenAI , and Sharon Zhou, Co-Founder and CEO of Lamini to discuss the new architecture for building Software-as-a-Service applications with data and machine learning at their core. You can no longer ask a million discovery questions.

Artificial Intelligence 314

Artificial Intelligence AI ChatGPT Software Engineering 314

Tom Tunguz

MAY 15, 2023

A product manager today faces a key architectural question with AI : to use a small language model or a large language model? The pace of innovation in the field clouds the answer. the company would prefer to rely on external experts to drive innovation within the models. When to choose a small model?

Artificial Intelligence 227

Artificial Intelligence AI Machine Learning Scale 227

SaaStr

MARCH 13, 2024

Do you want to build your own LLM and build it in-house? Looking at previous waves like Cloud and data, we’re in the 15th year of Cloud, and it’s still not done. The post How to Solve Unsolvable Problems with Generative AI for Startups with Google Cloud appeared first on SaaStr.

Generative AI 277

Generative AI AI Cloud Startup 277

Tom Tunguz

AUGUST 8, 2019

Artificial Intelligence - yes, it’s a buzzword but it’s more than that. AI or Machine Learning is a new technology that will benefit nearly every type of sector and we’re still in the very earliest innings. Big Data - largely powered by Hadoop adoption, Big Data’s heyday is yesterday.

Artificial Intelligence 280

Artificial Intelligence Startup Blockchain Social Media 280

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. This modern architecture for data analysis, operational metrics, and machine learning enables companies to process data in new ways. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.

Data Analysis 258

Data Analysis Cloud Data Scaling 258

Tom Tunguz

JULY 30, 2020

Yesterday, Dremio hosted the Subsurface Conference , the first conference on cloud data lakes. If one had doubts that cloud data lakes are a strategic area for many in the data ecosystem, those figures should quash them. When the data is stored in the cloud, we call it a cloud data lake. So all of these teams share data.

Trends 361

Trends Data Machine Learning Artificial Intelligence 361

SaaStr

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Is Cloud growth sustainable for the long term? Hello Unicorns . trillion.

Cloud 285

Cloud Scale Payment Methods Payment Solutions 285

Tom Tunguz

JUNE 25, 2023

Perhaps not coincidentally, Snowflake announced a deepened partnership with Nvidia to offer customers models & training on Nvidia’s Nemo platform. Clouds are picking teams in one of the most important dislocations in software. Cloud infrastructure players are picking teams within the infrastructure layer.

Artificial Intelligence 240

Artificial Intelligence AI AWS Cloud 240

SaaStr

APRIL 13, 2025

Beyond Traditional Boundaries: Rippling’s Three Clouds What makes Rippling fascinating as a compound startup is how it has expanded far beyond its initial HR focus. The company now has three distinct “clouds”: HR Cloud : Traditional HR and payroll functions.

Startup 162

Startup Sales Hiring Underperforming Technical Team Cloud 162

SaaStr

APRIL 1, 2025

No one has a true crystal ball when it comes to Cloud spend in the coming years, but the leaders have a lot of data. It’s the #1 Private Equity firm for B2B and SaaS companies and it surveyed 501 Cloud and SaaS buyers. Thoma Bravo is one of them.

AI 207

AI Software Cloud B2B 207

Tom Tunguz

FEBRUARY 13, 2023

Machine-learning companies are an important agent of growth & seem to be less loyal to a platform as they seek the most economical solution for their data storage & compute needs. [AI AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

Cloud 243

Cloud Azure Headcount Software Review 243

Think Strategies

OCTOBER 23, 2017

The emergence of ‘shadow IT’ as a major force within many enterprises raised questions about the role of IT in a cloud-first world. For the past decade, many IT departments have been on the defensive trying to keep pace with escalating end-user demands and competitive pressures.

Artificial Intelligence 100

Artificial Intelligence Machine Learning AI Cloud 100

Tom Tunguz

MARCH 1, 2021

I was wrong about the catalyst for this hub-and-spoke model. I thought it would be cloud-prem and customers driving SaaS products to use a single database. Here’s a schematic (click to enlarge) that describes how data flows with a cloud datawarehouse (CDW) fed SaaS app. This may be the next shift.

Data 363

Data Machine Learning Artificial Intelligence SaaS 363

SaaStr

OCTOBER 20, 2022

One thing that is clear is that public SaaS and Cloud stock prices are way down. CIOs’ top areas of increased investment for 2023 include “cyber and information security (66%), business intelligence/data analytics (55%) and cloud platforms (50%). So are we in some sort of downturn — or aren’t we?

Forecasting 305

Forecasting Artificial Intelligence Software Business 305

Clouded Judgement

JULY 16, 2024

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. Our Finance-specific AI and machine learning engines are built directly on our unified data model, ensuring seamless integration with our Finance solutions.

Benchmarks 295

Benchmarks Data Machine Learning Artificial Intelligence 295

Clouded Judgement

AUGUST 25, 2023

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

SaaStr

NOVEMBER 7, 2023

Anyone should be able to build any Cloud solutions they want. When these three things come together — Cloud platforms, new builder and dev tools, and generative AI — it creates a tipping point. Adam came up with the wildest idea he could think of for an app and used Anthropc, a large language model company, to help develop the idea.

Generative AI 299

Generative AI AWS Artificial Intelligence AI 299

Tom Tunguz

JANUARY 14, 2021

Cloud Data Lakes are the future of large scale data analysis , and the more than 5000 registrants to the first conference substantiate this massive wave. Also, Tableau’s Chief Product Officer François Ajenstat will discuss the Tableau’s role in the cloud data lake. Data engines query the data rapidly, inexpensively.

VP of Engineering 203

VP of Engineering Cloud Data AWS 203

SaaStr

SEPTEMBER 22, 2020

We recently brought together Denise Persson, CMO @ Snowflake , Emil Eifrem, CEO @ Neo4j , and Spencer Kimball, CEO & Co-founder @ Cockroach Labs, to discuss the future of data infrastructure in the Cloud. So how do we change our businesses by fundamentally exploiting the benefits of the cloud? #1

Technical Review 321

Technical Review Data Machine Learning Artificial Intelligence 321

Tom Tunguz

JULY 7, 2024

It’s not a SQL statement that would work today in a cloud data warehouse. But an LLM would understand it : summarize the book Moby Dick in two sentences. The SQL statement above is a quote from our recent Office Hours with Benn Stancil.

Artificial Intelligence 269

Artificial Intelligence ChatGPT Data Analysis AI 269

The SaaS Garage

SEPTEMBER 13, 2022

Founded in 2013, riskmethods ’ software as a service (SaaS) solution harnesses cutting-edge artificial intelligence (AI), big data and machine learning to protect its customers’ supply chain networks. We are excited to join the Sphera family of leading ESG software, data and consulting solutions.”

Artificial Intelligence 98

Artificial Intelligence Software Machine Learning Management 98

SaaStr

APRIL 26, 2024

Culture Structure You want a culture of checking results and having metrics to evaluate those results from the LLM or a more traditional model. Historically, Cloud platforms like AWS and Azure help with the sporadic needs of renting a GPU for a few hours for training vs. long-term use, which would cost thousands of dollars.

AI Search 293

AI Search AI Artificial Intelligence Scale 293

Tom Tunguz

MAY 24, 2023

In the late 2010s, machine learning inflated demand. Now, cloud companies, major B2B & B2C software companies’ appetite for GPUs has put the Data Center segment on a hypergrowth trajectory. Nvidia’s most recent breakout occurred in the last two years. AI has replaced that demand.

Machine Learning 298

Machine Learning Artificial Intelligence B2C AI 298

SaaStr

FEBRUARY 12, 2019

Take IBM’s recent purchase of RedHat to accelerate hybrid cloud adoption, or Salesforce’s acquisition of Mulesoft to coordinate, unlock, and integrate customer data better than any competitor. On the flip side, a strategic transaction can give a speed to market advantage over rivals or potentially let you run away with a new market.

Acquisition 219

Acquisition Technical Review Artificial Intelligence Machine Learning 219

Tom Tunguz

AUGUST 22, 2024

By using AI, would my company lose its data as employees passed sensitive queries to large language models? The dominant blocker : security. ROI (return-on-investment) has replaced fear.

VPCs (Virtual Private Cloud) 219

VPCs (Virtual Private Cloud) Artificial Intelligence AI Cloud 219

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand). Model providers (OpenAI, Anthropic, etc as companies start building out AI). Subscribe now Share Clouded Judgement Leave a comment

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

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) 264

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 264

Tom Tunguz

MAY 22, 2024

” Data center revenue totaled $26b, with about 45% from the major clouds ($13b). These clouds announced they were spending $40b in capex to build out data centers , implying NVIDIA is capturing very roughly 33% of the total capex budgets for their cloud customers. Is this a problem for the clouds? 26% 2021 4.3

Artificial Intelligence 229

Artificial Intelligence Cloud AI Government 229

SaaStr

JUNE 2, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. The power of Amazon Textract is that it accurately extracts text and structured data from virtually any document with no machine learning experience required”. The post The Week In Cloud: June 2 appeared first on SaaStr. I never knew.

Cloud 164

Cloud Machine Learning Artificial Intelligence Software 164

Clouded Judgement

OCTOBER 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of the optimism for longer term budget growth comes from AI/LLM spend. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! consensus and +3.7% YoY in Aug Core CPI 4.1% consensus and +4.3%

Cloud 176

Cloud Artificial Intelligence Subscription Payment Features 176

SaaStr

NOVEMBER 15, 2022

as a common language to analyze a cloud business. The shift to using SaaS metrics as a common language led to a common definition of what a great cloud business should look like. These two drivers influence varying metrics in different ways that don’t necessarily negatively impact cloud business outcomes.

Metrics 277

Metrics Machine Learning Artificial Intelligence Technical Review 277

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. Cloud databases generated $39b in spend , about half of all database revenue. On October 25th, I’ll share my 10 predictions for data in 2023 at The Impact Data Summit.

Data 281

Data Azure Machine Learning Artificial Intelligence 281

SaaStr

JUNE 1, 2023

From prospecting to deal management to forecasting, our platform leverages automation and artificial intelligence to help revenue leaders increase efficiency and effectiveness of all go-to-market activities and personnel across the revenue cycle. SAP for Startups? It’s an unexpected story! Power-up with the Grow with SAP program.

Scale 245

Scale Payments Payment Solutions Artificial Intelligence 245

Tom Tunguz

JANUARY 23, 2023

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. Spending Won’t Ramp Again Until Optimization Stops in about a Year Customers are optimizing their cloud spend in 2023.

Azure 256

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 256

Tom Tunguz

OCTOBER 19, 2021

During this period, there have been three main categories of data work: business intelligence, machine learning, and exploratory analytics. Imagine combining customer purchasing data from an API with customer web traffic data in a cloud data warehouse and running a clustering algorithm on the combined dataset.

Sales Hiring 335

Sales Hiring Machine Learning Artificial Intelligence Data Analysis 335

SaaStr

MARCH 1, 2024

The number of patents filed in 2021 in Artificial Intelligence was 30x the number published six years earlier. We’re on the cusp of a golden age in AI, and the lesson learned from Cloud was that Cloud sped up the pace of development by a lot. Thinking back through Cloud and mobile, what can you learn from them?

Generative AI 298

Generative AI Outsourcing Services AI Software Review 298

Clouded Judgement

JULY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Mistral announced Mistral Large 2 , their newest flagship model. This will have important implications on the business models / profit margins of key model players. Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144