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Top SaaStr Content for the Week: VMware, AWS and Databricks, GUIDEcx’s Co-Founder and VP of Sales, Workshop Wednesday, sessions from SaaStr APAC and more!

SaaStr

. $18 Billion of SaaS M&A During A Banking Crisis. 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. 74% of You Say No!

AWS 243
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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. What if you say bank?

AI Search 287
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Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration. And, as a wholly-owned subsidiary of Synovus Bank, a “member FDIC”, Maast can offer the security and stability that comes with Synovus’ proud 130 year heritage.

Payments 261
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

AWS, Twilio, Heroku, etc. How much should a Fortune 500 bank pay for your startup? So does Expensify, which decreases the time to file expenses. Cost-based pricing is when startups mark up the product they sell by some margin. Many infrastructure as a service companies do this. How about a 50 person SaaS company?

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017.

Cloud 318
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Why Can’t SaaS Companies Just Mint Cash?

SaaStr

Does it cost so, so much to host a few million lines of code on AWS? You have reps with an OTE of $120k on an $800k quota … I mean, if they come close to quota attainment, then sales shouldn’t break the bank. And if you have $200m in the bank and 10 years of runway, ignore this post. So is SaaS cursed?

Scale 293
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Strategic Finance in Today’s Market: A Tactical Guide to Building & Scaling Your Team with IVP

SaaStr

In 2014, storage had historically been Dropbox’s most significant cost driver, with hundreds of millions of dollars spent on AWS. Hire a Junior Team You can recruit your junior team from investment banking or other Strategic Finance teams. The title could be “Head of (Strategic) Finance” or “VP of (Strategic) Finance.”

Scale 239