Clouded Judgement

DECEMBER 1, 2023

Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth. Follow along to stay up to date! This year, there was tons of experimentation.

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

SaaStr

DECEMBER 22, 2024

“Lessons Learned in Scaling Databricks, AWS, VMWare and More” with Databrick’s SVP and GM Ed Lenta #3. So with Databricks announcing the largest VC round ever this week, we thought it would be fun to take a look back at the top SaaStr sessions and podcasts with Databricks’ founders and top execs: #1.

Scale 276

Scale AWS Leadership AI 276

Intercom, Inc.

APRIL 13, 2021

For this reason, we chose to run exclusively on AWS and wherever possible, we make use of battle-tested AWS services, be it RDS Aurora for our relational databases, the Simple Queue Service (SQS) for our async workers or ElastiCache for our caching layer. SSM executes the commands using an on-instance daemon agent called AWS SSM Agent.

AWS 249

AWS Cloud Software Review Systems Review 249

The Daily Egg

OCTOBER 28, 2023

The post Mic Echo Is Awful – Most Fixes Take 5 Seconds – Here’s How appeared first on The Daily Egg. Is mic echo turning your virtual meetings into a cacophony? We’ve all been there and know the frustration of hearing voices reverberating.

AWS 264

AWS 264

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. There are a whole crop of coding assistants popping up that can write code and configure infrastructure like Github Copilot and AWS’ Code Whisperer. What does that mean?

Generative AI 296

Generative AI AWS Artificial Intelligence AI 296

SaaStr

MARCH 9, 2025

Iconiq: Top Quartile B2B Companies Are Growing 100% at $25m ARR And Are Planning to Grow 35% Faster in 2025 #4. How AI is Really Changing SaaS From the CEO of Procore, co-CEO of Monday and Chair of HubSpot #5. One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming? Top Pods and Vids: #1.

AWS 202

AWS AI B2B Startup 202

SaaStr

MARCH 26, 2023

SaaStr 644: Lessons Learned in Scaling Early-Stage to Hyper-Growth Companies: From VMware, AWS and Databricks with Databricks SVP and GM Ed Lenta  2. Lessons Learned in Scaling Early-Stage to Hyper-Growth Companies: From VMware, AWS and Databricks 2. What’s Holding Up Buyers?: appeared first on SaaStr.

AWS 243

AWS Scale Sales Hiring SMB 243

SaaStr

FEBRUARY 26, 2025

This is probably too conservative, and may sound awfully abstract to founders at earlier stages but if I was a founder at a hot start-up growing quickly today, I wouldnt raise at > a $300m valuation until I was 100% sure I was on the IPO track for real. Thats $500m ARR growing 50%.

AWS 206

AWS Scaling SaaS Data 206

SaaStr

FEBRUARY 5, 2022

Why Customer Success and Product Should be Best Friends: Lessons Learned with AWS’ Head of Customer Success Harini Gokul. The post Session Registration Open for SaaStr Build 2022: Sign Up to Hear HubSpot’s GM, Amplitude’s CEO, AWS’ Head of Customer Success and CircleCI’s CEO appeared first on SaaStr.

AWS 246

AWS Customer Success Scale Sales Hiring 246

Tom Tunguz

APRIL 30, 2024

Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. “Moving to AWS. 8 percentage points increased margins in a quarter is titanic.

Cloud 311

Cloud AWS Azure AI 311

Tom Tunguz

JULY 28, 2022

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider. Q/Q Growth Rate Change.

GCP(Google Cloud Platform) 324

GCP(Google Cloud Platform) AWS Startup Azure 324

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So So far in the first month of the year, AWS year-over-year revenue growth is in the mid-teens.

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

SaaStr

DECEMBER 7, 2020

3. “Atlassian and AWS Say: Maybe Worry a Little Bit. Atlassian and AWS, two of the greats, may hold a clue: Atlassian and AWS Say: “Maybe Worry a Little Bit” 4. “A Framework For Your First SaaS Sales Comp Plan” A SaaStr Classic, still going strong in 2020.

Venture Capital 336

Venture Capital Sales Hiring AWS Cloud 336

Tom Tunguz

JULY 24, 2024

AWS & others have stopped charging to move data. AWS cut prices more than 100 times in its first five years. Plus, data movement is less expensive than in the previous era. New data formats like Iceberg simplify data movement. Both have decreased switching costs.

AI 306

AI Artificial Intelligence AWS Innovation 306

Tom Tunguz

OCTOBER 26, 2023

This drop in prices has grown AWS into a $90b revenue business in 17 years. Compare that to AWS’ managed database, Aurora, which charges $0.0000002 per request. (I’m Database Cost per Transaction in $ Cost Multiple Relative to AWS AWS Aurora 0.0000002 1 Ethereum Peak 37 185m Ethereum Today 2.67 for Arbitrum.

Blockchain 282

Blockchain AWS Pricing Innovation 282

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. If they stumble, we’re in for a rough patch. They are the Cloud.

Cloud 296

Cloud Azure AWS Engineering 296

IT World

NOVEMBER 28, 2022

Just days after announcing the close of its consumer-oriented Wickr Me encrypted messaging service, Amazon Web Services (AWS), at its annual re:Invent conference on Monday, said that it was making the enterprise version of the app generally available.

AWS 122

AWS Enterprise 122

SaaStr

NOVEMBER 3, 2022

And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever. So we’ve talked about it often here at SaaStr, but things are just so … odd right now in SaaS. The best are still growing, if not faster than ever, then still close to it.

AWS 351

AWS Venture Capital Azure Cloud 351

SaaStr

MAY 23, 2022

At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. This puts a lot of pressure on all the private unicorns out there: We did a deeper dive on decacorns here.

Cloud 338

Cloud Azure AWS Marketing 338

Intercom, Inc.

JANUARY 12, 2021

This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. At Intercom, we’ve found success running Lambda as glue code between AWS services.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

SaaStr

APRIL 16, 2022

Sales Organization 1 Miro 2 Okta 3 Arctic Wolf 4 Sprout Social 5 Google 6 Clickup 7 Cisco Meraki 8 Microsoft 9 Klaviyo 10 AWS 11 Rippling 12 Fivetran. Base Salary + OTE + Top Performers Comp per company summarized in G Sheet below. — BowTiedCocoon (@BowTiedCocoon) April 14, 2022. The post BowtiedCocoon: Top SaaS SMB AEs have $125k OTEs.

SMB 336

SMB AWS SaaS B2B 336

SaaStr

FEBRUARY 21, 2024

AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. That’s a high value for AWS.

AWS 282

AWS Scale Sales Hiring Marketing 282

Tom Tunguz

NOVEMBER 14, 2022

Some of the brightest minds in data founded MotherDuck including BigQuery founding engineer Jordan Tigani & a broader team from Snowflake, Databricks, AWS, Meta, Elastic & Firebolt, among others. Motherduck raised a $12.5M Seed led by Redpoint and a $35M Series A led by a16z.

Cloud 356

Cloud AWS Data Analysis Benchmarks 356

SaaStr

FEBRUARY 2, 2023

CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. With CloudKeeper, we have helped 200+ of our customers optimize their AWS spend with a guaranteed reduction in their AWS bills. Join these incredible companies to experience all the value of SaaStr!

Cloud spend optimization 262

Cloud spend optimization AWS Scale compliance 262

SaaStr

FEBRUARY 20, 2021

But are AWS, Azure and Google Cloud just too big for us to learn from? AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox.

Cloud 296

Cloud Azure AWS Scale 296

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. 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. But classic B2B SaaS is definitely in many cases seeing tougher times.

Azure 304

Azure AWS Sales B2B 304

SaaStr

MAY 2, 2023

A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. All are still growing at very strong rates. But all are growing more slowly than a year ago, and even more so than 2 years ago. But they are still growing. The Cloud is still growing.

Azure 274

Azure AWS Cloud SaaS 274

Tom Tunguz

JULY 19, 2022

We swapped the transaction database from PostGres to a blockchain like Ethereum or Sui , and the file storage from AWS S3 to a decentralized storage provider, perhaps Filecoin or ArWeave. Only the transaction database & the file storage changed color.

Blockchain 333

Blockchain AWS Engineering Startup 333

SaaStr

DECEMBER 27, 2023

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Customers Just Tried to Optimize Their Spend — Even Tiny Ones You might not think smaller Digital Ocean customers would be putting as much energy into optimizing their cloud spend as say a $1m a month AWS customer.

Scale 294

Scale AWS Azure Cloud 294

Tom Tunguz

JUNE 30, 2020

Prior to HashiCorp Adam was the Head of Worldwide Developer Marketing at AWS and held senior positions at Pivotal, VMware, and SpringSource. On Wednesday, July 15th at 10 AM PT, Redpoint Office Hours will welcome Adam FitzGerald, the VP of Developer Relations at HashiCorp. My partner Astasia Myers will be leading the discussion.

Development 317

Development Scale AWS Scaling 317

SaaStr

AUGUST 5, 2021

AWS accelerated to 37% YoY growth , up from 32% last quarter. Let’s take a look at a few: Datadog accelerated to 67% YoY growth , up from 51% last quarter. HubSpot accelerated to 53% YoY growth , up from 44% a year ago. Zendesk accelerated to 29% YoY growth , up from 26% last quarter.

AWS 340

AWS SaaS Cloud Scaling 340

Tom Tunguz

APRIL 28, 2022

That’s much more work than the automatic credit card payment with AWS. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. It’s too much complexity for a simple static blog. Third, software engineers decentralize only a subset of the app.

Payment Solutions 268

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 268

SaaStr

FEBRUARY 7, 2025

Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Enterprise sales require a field presence, strategic account management, and a drive to go where your customers are. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model.

Scale 179

Scale Sales Hiring Scaling Revenue 179

SaaStr

SEPTEMBER 21, 2021

Aurora Solar. Austin Innovation Capital. AuthentiKid. AutoDelegate. Automattic. Auvik Networks Inc. Avataier Corporation. Aventi Group. Axioms Technology Inc. Azimut Energia. And that’s just a start! That’s just up to “A”!! 1000s more in B-Z. SEE YOU THERE!! The post Who’s Coming to 2021 SaaStr Annual NEXT WEEK!!

AWS 320

AWS Innovation Cloud Technology 320

SaaStr

NOVEMBER 18, 2023

Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong. may well put up not just strong numbers, but even stronger than 2023.

Startup 357

Startup Venture Capital Azure AWS 357

SaaStr

APRIL 24, 2021

First, Snowflake rolls its large customers into fixed comittments (as does AWS and many others), and bills them in advance. But Snowflake is especially fun because they are crystal clear they aren’t SaaS: Now, as usual, it’s not that simple. That ends up acting a lot like a traditional SaaS software contract at a practical level.

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360