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Are You Getting More Competitive, Or Less Competitive? Hitting the Plan Might Not Be Enough

SaaStr

DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. If nothing else, you can pretty reliability track headcount growth on LinkedIn). . $4B BigCommerce is growing more slowly than its $140B bigger rival, Shopify. That’s a big, big gap. But BigCommerce is still worth a very impressive $4B.

Azure 226
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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan. .” Let’s look at consumption revenue - this is also not technically recurring!

AI 183
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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). A natural question is “why do we have two tiers?

Data 130
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ChartMogul 2021: Year in Review

Chart Mogul

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud. This year, we added 17 new members to our team, growing our headcount from 43 at the start of the year to 60 now (up 39% YoY). We hope to be always there for you :).