AWS - SaaS Brief

One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?

SaaStr

FEBRUARY 3, 2025

But it could soon turn deflationary. If every vendor includes 100 AI Agents for the same price as before. That do 10x as much. The post One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming? appeared first on SaaStr.

AWS

AWS AI Software Business

Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

JULY 31, 2020

Amazon/AWS and Atlassian both had huge Q2’s. But both Atlassian and Amazon/AWS said … Maybe Not As Much Going Forward, Not Forever. The post Atlassian and AWS Say: “Maybe Worry a Little Bit” appeared first on SaaStr. IT budgets come from the cash generated from selling end products to people.

AWS

AWS Azure Cloud SaaS

AWS: 2023 Growth May Be Just 6%

SaaStr

APRIL 14, 2023

cons is closer to 16% growth — Jordan Novet (@jordannovet) April 13, 2023 So Amazon came out with its latest annual shareholder letter and it was even more cautious on AWS growth than I was expected. AWS said they weren’t going to push folks to sign punitivate contracts, or block downgrades, etc. Lower than I predicted.

AWS

AWS Scale Sales Management

Webinars

Agent Tooling: Connecting AI to Your Tools, Systems & Data

Mastering Apache Airflow® 3.0: What’s New (and What’s Next) for Data Orchestration

MORE WEBINARS

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

NOVEMBER 4, 2022

Atlassian noted a decline in Free to Paid conversion, but importantly, no decline in demand for their products: Amazon: We’re Seeing Strong But Slowing Growth at AWS to 28%, Albeit at a Stunning $82B Run Rate. Cloud Giants Update: AWS (Amazon): $82B run rate growing 28% YoY (last Q grew 33%). More on that here.

AWS

AWS Azure Cloud Scale

Zeroing in on Cloud Technical Risk for Targeted Customer Impact

Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives.

Cloud

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

OCTOBER 28, 2022

Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. AWS and Microsoft Azure all reported more customers scrutinizing spend and working to manage their bills more carefully. Cloud Giants Update: AWS (Amazon): $82B run rate growing 28% YoY (last Q grew 33%).

AWS

AWS Cloud Azure Investment

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

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

AWS Cloud AI Search Cost optimization & reporting

5 Great SaaStr Sessions with Databricks’ CEO, CMO, GM, VPP and VPS!

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

Scale AWS Leadership AI

Search at Intercom: Building our Elasticsearch cloud on AWS

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

AWS Cloud Software Review Systems Review

Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

With technology giants like Google, AWS, and Azure leading the charge, the true value of the cloud extends far beyond cost savings. In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success.

Cloud

Mic Echo Is Awful – Most Fixes Take 5 Seconds – Here’s How

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

A Founder’s Guide to Building and Scaling Marketing Channels: Lessons from Datadog’s CMO and First Marketing Hire

SaaStr

MARCH 16, 2025

At Datadog, their first focus was sponsored trade shows – specifically targeting the AWS ecosystem. Scaling Success: The Datadog Re:Invent Story Datadog’s experience with AWS Re:Invent demonstrates this approach perfectly. Choose One Channel and Go Deep Pick a single marketing channel that aligns with your target audience.

Scale

Scale Sales Hiring Scaling Marketing

How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

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

Generative AI AWS Artificial Intelligence AI

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

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

AWS Customer Success Scale Sales Hiring

Are You Really On The IPO Track? If Not, Maybe Don’t Unicorn

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

AWS Scaling SaaS Data

How Much Should You Expect Your Startup to Slow in 2022?

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)

GCP(Google Cloud Platform) AWS Startup Azure

The Capex Conquest in the Cloud

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

Cloud AWS Azure AI

Predicting Cloud Growth Rates for 2023

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)

GCP(Google Cloud Platform) Cloud AWS Sales Hiring

Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

APRIL 14, 2025

Head of AI Dialpad: How to Build AI at Scale GTM/ B2B Speakers: CEO HubSpot Yamini Rangan: Going More Multiproduct, Going More AI, and Going More SMB and More Enterprise CEO Dropbox Drew Houston: DropBoxs Third Act: AI & Content Intelligence CEO Calendly, Tope Awotona Open AMA and AI in 2026 CEO Clio, Jack Newton: Reaccelerating Vertical SaaS to (..)

VP of Engineering

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale

The Top 10 SaaStr Posts of 2020

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

Venture Capital Sales Hiring AWS Cloud

The Battle for AI Gravity

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

AI Artificial Intelligence AWS Innovation

Gas Gas Revolution

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

Blockchain AWS Pricing Innovation

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

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

Cloud Azure AWS Engineering

AWS releases Wickr, its encrypted messaging service for enterprises

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

AWS Enterprise

Founders Today Just Need to Assume the Next Round Never Comes

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

AWS Venture Capital Azure Cloud

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

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

Cloud Azure AWS Marketing

10 technical strategies to avoid when scaling your startup (and 5 to embrace)

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

Technical Review Scale multi-cloud Kubernetes Scaling

BowtiedCocoon: Top SaaS SMB AEs have $125k OTEs. But The Best Ones Make $261k.

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

SMB AWS SaaS B2B

Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

MARCH 28, 2025

Fast forward to the launch of AWS and the public cloud. By the time they got their competitor up and off the ground, that first mover may already be at $100m+ in revenue and at escape velocity. So why try and compete now? This dynamic enabled companies to hit escape velocity sooner in their lifecycle.

Cloud

Cloud AI Scale Scaling

Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

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

AWS Scale Sales Hiring Marketing

My Laptop is Faster than Your Cloud : Announcing MotherDuck

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

Cloud AWS Data Analysis Benchmarks

Thanks to Multiplier, Pepper, Tin Men Capital, and To the New’s CloudKeeper for Sponsoring SaaStr APAC 2023!

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

Cloud spend optimization AWS Scale compliance

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

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

Cloud Azure AWS Scale

58% of You Say Sales Cycles Are Even Longer in 2024

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

Azure AWS Sales B2B

Spot the Difference

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

Blockchain AWS Engineering Startup

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

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

Azure AWS Cloud SaaS

Office Hours with Adam FitzGerald, Hashicorp, on Developer Evangelism

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

Development Scale AWS Scaling

Who’s Accelerating in SaaS? DataDog. HubSpot. Zendesk. Everyone.

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

AWS SaaS Cloud Scaling

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

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

Scale AWS Azure Cloud

The Critical Question Facing Web3 Infrastructure Startups

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

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features

From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

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

Scale Sales Hiring Scaling Revenue

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

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

Startup Venture Capital Azure AWS

Who’s Coming to 2021 SaaStr Annual NEXT WEEK!!

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

AWS Innovation Cloud Technology

Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

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

Merchant Services SaaS Payments Payment Solutions Payment Services

One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?

Atlassian and AWS Say: “Maybe Worry a Little Bit”

Webinars

Trending Sources

AWS: 2023 Growth May Be Just 6%

Webinars

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

Zeroing in on Cloud Technical Risk for Targeted Customer Impact

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

5 Great SaaStr Sessions with Databricks’ CEO, CMO, GM, VPP and VPS!

Search at Intercom: Building our Elasticsearch cloud on AWS

Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Mic Echo Is Awful – Most Fixes Take 5 Seconds – Here’s How

A Founder’s Guide to Building and Scaling Marketing Channels: Lessons from Datadog’s CMO and First Marketing Hire

How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

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

Are You Really On The IPO Track? If Not, Maybe Don’t Unicorn

How Much Should You Expect Your Startup to Slow in 2022?

The Capex Conquest in the Cloud

Predicting Cloud Growth Rates for 2023

Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

The Top 10 SaaStr Posts of 2020

The Battle for AI Gravity

Gas Gas Revolution

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

AWS releases Wickr, its encrypted messaging service for enterprises

Founders Today Just Need to Assume the Next Round Never Comes

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

10 technical strategies to avoid when scaling your startup (and 5 to embrace)

BowtiedCocoon: Top SaaS SMB AEs have $125k OTEs. But The Best Ones Make $261k.

Clouded Judgement - 3.28.25 - The New AI Risk Curve

Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

My Laptop is Faster than Your Cloud : Announcing MotherDuck

Thanks to Multiplier, Pepper, Tin Men Capital, and To the New’s CloudKeeper for Sponsoring SaaStr APAC 2023!

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

58% of You Say Sales Cycles Are Even Longer in 2024

Spot the Difference

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

Office Hours with Adam FitzGerald, Hashicorp, on Developer Evangelism

Who’s Accelerating in SaaS? DataDog. HubSpot. Zendesk. Everyone.

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

The Critical Question Facing Web3 Infrastructure Startups

From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

Who’s Coming to 2021 SaaStr Annual NEXT WEEK!!

Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

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