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

SaaStr

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.

Cloud 299
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

For context,Ron has an MBA and a master’s in engineering from Stanford. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. His view is your sales team teaches your customers how to get value out of your product. You gotta know the product cold.)

Scale 182
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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

That’s much more work than the automatic credit card payment with AWS. Can you imagine a site reliability engineer managing 15 to 20 tokens, coordinating with finance teams to ensure proper treasury management, while ensuring high uptime? Third, software engineers decentralize only a subset of the app.

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5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaStr

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. So DigitalOcean is the quiet Cloud platform that keeps on growing. Wow what a story!!

Azure 277
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5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

SaaStr

You’re now pulling engineers to answer security questionnaires, and you’ve just learned that getting a SOC 2 report will take 6-8 months to prepare for the audit, plus another 6-12 months to complete the audit itself. That is, until you’ve got a major enterprise deal close to the finish line.

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Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

SaaStr

DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

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How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

SaaStr

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. If someone doesn’t want to switch from AWS because AWS has partnerships with OpenAI, they have tradeoffs.

AI Search 293