Tom Tunguz

APRIL 30, 2024

Like Microsoft & Google, Amazon’s Web Service business is seeing a surge of growth, up from 13% annual to 17% annual growth (16% when excluding the leap year). Each of these businesses are large enough to justify it. “Moving to AWS. 8 percentage points increased margins in a quarter is titanic.

Cloud 311

Cloud AWS Azure AI 311

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. Amazon: Net sales increased $21.4

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

Clouded Judgement

MARCH 28, 2025

Any disruption of service at this facility could harm our business… We currently intend to add a second data center facility in 2008, the primary purpose of which is to add capacity. Fast forward to the launch of AWS and the public cloud. ” This used to be how companies scaled! So why try and compete now?

Cloud 299

Cloud AI Scale Scaling 299

Intercom, Inc.

MARCH 26, 2020

As the COVID-19 situation continues to impact people, businesses, and communities everywhere, we know it is more important than ever to stay in touch with your customers, and Intercom is committed to helping you stay connected. We have robust plans in place to ensure we continue to deliver the highest levels of technical and business service.

AWS 192

AWS Business Scale Cloud 192

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

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. Microsoft’s Cloud business overall crossed a stunning $100B run-rate. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes.

Cloud 293

Cloud Azure AWS Engineering 293

Intercom, Inc.

JANUARY 12, 2021

So when it comes to building your technical strategy, you need to assess each component in relation to what success will look like for your business. Corey works with his customers on reducing their AWS bills, and he’s seen large numbers of cloud architectures in practice, so I think he’s a pretty good source on this.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

Tom Tunguz

FEBRUARY 26, 2025

For many founding teams, pricing is one of the most difficult and complex decisions for the business. AWS, Twilio, Heroku, etc. The value of your business is the discounted sum of all its future profits. Startups operate in newer markets where pricing standards haven’t been set.

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

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. During the conversation, we’ll talk about how to build and scale developer advocacy teams, develop the right portfolio of evangelism approaches at every stage of the business, and measure their success.

Development 317

Development Scale AWS Scaling 317

SaaStr

AUGUST 5, 2021

AWS accelerated to 37% YoY growth , up from 32% last quarter. Many of whom really are more proxies for the web overall (Zendesk, everyone needs support) and SMBs using the web to run and scale their businesses (HubSpot). Let’s take a look at a few: Datadog accelerated to 67% YoY growth , up from 51% last quarter. Make it so.

AWS 339

AWS SaaS Cloud Scaling 339

SaaStr

FEBRUARY 21, 2024

The Challenges and Pitfalls of a Partner Ecosystem Drata attributes much of its success to its partner ecosystem, which is an interesting case study for most, so how do they break up marketing, sales, and resource allocation vs. a more direct-sales modeled business? AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS 279

AWS Scale Sales Hiring Marketing 279

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

FEBRUARY 7, 2025

Ron explains: “Wehire mostly technical backgrounds, but as our customers get larger and larger, you start to get global account managers, and they’re going to have much more business strategic account management experience. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy.

Scale 176

Scale Sales Hiring Scaling Revenue 176

SaaStr

SEPTEMBER 10, 2023

“My App Stack” is a new series where we dig in with top CMOs, CROs, CTOs and CEOs on just what apps they’re really using to run their business. I’m using Google Workspace (Gmail, Drive), AWS , Vercel , Slack , Figma , Notion , Salesforce , HubSpot , Secureframe , Clari , and Zapier. #2. What’s your core stack of apps today?

AWS 298

AWS compliance AI Startup 298

SaaStr

AUGUST 15, 2020

Recently I was catching up with a good friend who used to be CEO of an enterprise-y SaaS social networking company — and the usage and engagement numbers of his business were just awful. Especially where business process change is involved. Churn is a lagging indicator.

AWS 337

AWS Churn Enterprise Engagement 337

Tom Tunguz

NOVEMBER 28, 2017

In fact, this data bolsters the notion that management team’s top priority is recruiting, especially after the business has reached product market fit and capitalized itself well. I’ve normalized the years for when all the businesses were roughly at the same headcount - fewer than 50 people. A year later they are about 60.

Headcount 187

Headcount Scaling Software Business 187

Tom Tunguz

MARCH 8, 2020

Lisa built the channel at Optimizely, which accounted for a meaningful fraction of new business. Marketplaces: AWS marketplace, Heroku marketplace, Salesforce marketplace. Recently, we welcomed Lisa Lawson to SaaS Office Hours to talk about building a channel go-to-market strategy for SaaS companies. Here are my notes. Where to Start.

Scale 349

Scale AWS Consulting Sales Enablement 349

Intercom, Inc.

MAY 25, 2022

We have truly global ambitions to bring our mission of making internet business personal to the biggest enterprise customers across the world. We also partner closely with AWS on new technologies and approaches designed to future proof our rapid growth. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

SaaStr

DECEMBER 9, 2020

But every business leader has a few top pressing problems that a software vendor can solve. These days, it can really feel like the Old Bag of Sales Tricks is starting to just not work anymore: With maybe 500x the SaaS vendors of 10 years ago, there’s so much noise. Emails get blocked, spam filtered. No one even has voice mail anymore.

Sales Hiring 356

Sales Hiring Outbound Sales Team AWS Engineering 356

SaaStr

NOVEMBER 13, 2022

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time. SaaStr 606: Your Real Valuation: How Focusing on Delivering Customer Value Generates Business Value with Gusto Co-Founder Josh Reeves. ?.

Sales Recruiting 291

Sales Recruiting AWS Compensation Enterprise 291

SaaStr

MARCH 24, 2025

One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. If youre not thinking about how to integrate AI into your product and business model and make it truly 10x better, youre already behind. Is Deflation Coming? #5. Gross Margins Will Improve for AI-Driven SaaS. Don’t Let Costs Be an Excuse.

AI 147

AI Trends SaaS AWS 147

Clouded Judgement

FEBRUARY 7, 2025

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Overall, there was weakness across the board. Not the best start to cloud software earnings season!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Chargify

AUGUST 17, 2020

However, with the introduction of Events-Based Billing by Chargify, this event-based billing model is now available to small and medium-sized businesses, giving them the ability to offer the same pricing models and bill customers just as precisely as Amazon Web Services (AWS) or the popular voice and messaging platform Twilio.

AWS 98

AWS Payment Services SaaS Payments Payments 98

SaaStr

DECEMBER 14, 2023

Their focus on Marketing with Duet AI with Workspace has been a way to open up business in new accounts. Google Cloud Platform, on the other hand, is in a very different set that also competes with Microsoft, but AWS is considered their biggest competitor in the market.

Cloud 309

Cloud Scale AWS AI 309

SaaStr

FEBRUARY 10, 2022

We enable customers to drive business results from open source that trigger true transformations. Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms.

Cloud 270

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 270

IT World

DECEMBER 5, 2022

Apple’s growing status in enterprise IT expands just a little more with news that cross-platform device management company JumpCloud,now offers its service via Amazon’s AWS marketplace. Identity, platform agnosticism, and the future of IT. To read this article in full, please click here

AWS 96

AWS Marketplace as a Service Enterprise Marketing 96

SaaStr

AUGUST 8, 2023

Basics: The Building Blocks of the Finance Team To understand how finance teams impact an organization, it’s helpful to break down various functions and how they support the business. Team members are responsible for putting together a company’s financial plan, budgeting, and building a financial roadmap for their business.

Scale 239

Scale Finance Outsourcing Services Sales Recruiting 239

SaaStr

APRIL 26, 2024

Mike and Rudina do a great job of explaining the complex AI terminology for everyday non-technical founders and leaders to understand and apply to their businesses. Because they’ve contributed $40M to their bottom line by bringing AI to their core product and business, and they’re one of the few companies who have.

AI Search 287

AI Search AI Artificial Intelligence Scale 287

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. AWS’s marketplace has seen 1.5 But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere. It was pretty easy to drive that from our side.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

Tom Tunguz

JULY 8, 2020

Werner Vogels, CTO of Amazon wrote about how Amazon uses cloud data lakes to operate their business. Various roles in your organization, like data scientists, data engineers, application developers, and business analysts, can access data with their choice of analytic tools and frameworks.

Data Analysis 258

Data Analysis Cloud Data Scaling 258

SaaStr

DECEMBER 20, 2023

And hundreds of thousands of downmarket businesses that could get value out of ZoomInfo. We make sure that we can continue to maintain the new business sales motion while we’re doing that to see if we can get to a place where it’s additive. At the same time – there are only 1,000 Fortune1k companies, right?

New CTO 312

New CTO Scale Sales Hiring CTO Hire 312

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 261

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 261

Tom Tunguz

OCTOBER 22, 2022

They will manage their own servers to reduce the $3m annual AWS bill by 60%. But for slower growth businesses or those looking to optimize their efficiency, moving to self-hosted infrastructure may be worth considering. Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud.

Sales Hiring 266

Sales Hiring Cloud AWS Sales 266

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

Intercom, Inc.

FEBRUARY 26, 2018

In simple terms, in order for a company to succeed they must have a good business idea and be able to consistently execute and evolve that idea better than anyone else. How can your business win market dominance and survive? When I say “execute”, I don’t simply mean the engineering challenges of building something.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

SaaStr

SEPTEMBER 28, 2023

These are YEAR 1 features today unless you’re an extremely small business. The big companies are excited about SaaS and know that it’s transformative to their business. Today, companies spend over $10M/month on AWS — companies like Lyft, Pinterest, and Stripe. Which is why it’s almost a misnomer to call them Enterprise features.

Enterprise readiness 283

Enterprise readiness Payment Solutions Enterprise Payments 283