Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

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Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Or at least, maybe like many, tougher times meant holding the line on costs and people, leading to even more efficiency. It’s gotten crazy good.

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Scale AWS Azure Cloud 285

Hitenism

NOVEMBER 7, 2016

In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B AWS is now an $11.5B The post How Amazon Web Services (AWS) Achieved an $11.5B

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AWS New CTO Scale CTO 189

SaaStr

APRIL 26, 2024

At Glasswing Ventures, they tell their AI-native companies not to lead with AI because it’s such a superficial indication of interest. When you take the data, you may have a business goal of making more sales or delighting the customer. What should founders know about the modern AI stack that Enterprises can scale on?

AI Search 281

AI Search AI Artificial Intelligence Scale 281

SaaStr

NOVEMBER 24, 2021

The SaaS sales model seems so well-established, as hundreds of founders build their businesses and raise funding. Mark Roberge, Founder of Stage 2 Capital and Senior Lecturer at Harvard Business School, shares insights from his years of experience into common SaaS sales missteps and how you can avoid them.

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Sales Hiring Scale Compensation Sales 253

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

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AWS Scale Sales Hiring Marketing 273

SaaStr

DECEMBER 20, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CEO of ZoomInfo , Henry Schuck. So, what’s new at ZoomInfo? ” And there can be some truth to that, right?

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New CTO Scale Sales Hiring CTO Hire 305

SaaStr

AUGUST 3, 2024

Microsoft has epic growth across its Cloud products, and even LinkedIn saw growth accelerate to 10%+. Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. Sapphire Ventures, a leading growth-stage VC fund, has some good data. # Not overall.

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AWS Scale Social Media SaaS 230

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. No lock-ins. Savings from Day 1. RI pricing for On-demand usage.

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Cloud spend optimization AWS Scale compliance 257

SaaStr

MAY 14, 2019

The cloud’s biggest days are yet to come. The rise of the public cloud is driving a massive replatforming of the tech stack and customer experiences for every company. Like the notion, was cloud going to be the future? This cloud thing isn’t a certain thing yet, etc, etc. What’s next?

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Cloud Sales Recruiting Scale AWS 238

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Seat Contractions Have Brought NRR Down From 120% to 111% While 111% NRR is still quite an engine at this scale, the drop in NRR from seat contractions explains a good chunk of the headwinds Okta has seen. #2. AWS alone generated $175m of contract value for Okta, growing 130%.

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Fractional VPE Part-Time VPE Scale SMB 276

Sales Hacker

JANUARY 7, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Fred Viet serves as the Chief Sales Officer at Aircall, overseeing global sales and playing a key role in scaling the company’s reach over the last four years. The first one, I know my sales cycle.

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Outsourcing Services Scale Outsourced Development AWS 117

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

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Cost optimization & reporting Cloud Azure AWS 167

SaaStr

MAY 31, 2023

So Snowflake is the high flier in Cloud. It’s one of the few still commanding a premium multiple in today’s world, and still growing at tremendous rates: Snowflake is also a barometer of everything in SaaS and Cloud, because a significant amount of its revenue is consumption-based, at least in part. Not none, just less.

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Headcount Scale Sales Hiring AWS 246

SaaStr

AUGUST 26, 2022

As SaaStr Europa 2022 drew to a close, attendees took one more opportunity to ask Jason questions about topics like how to navigate the current market, the future of work, playing in a crowded space, and hiring your first VP of Sales. It was funny for Henry to say he segmented his sales team at 80 million in ARR. Transcript.

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Sales Hiring Scale Sales Recruiting Scaling 246

SaaStr

NOVEMBER 6, 2023

If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.)

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Merchant Services Azure Software AWS 300

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Staggering scale already. which feels unlikely.

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Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! The promise of SaaS is that growth in the early years leads to profits in the mature years. Follow along to stay up to date! Today it’s ~5x.

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Cloud Azure GCP(Google Cloud Platform) AWS 157

SaaStr

AUGUST 4, 2021

3 days, more than 100+ sessions and 300 expert speakers, who will be sharing their best practices to help you scale faster, build smarter, and close more customers. From AWS to Vimeo: this year’s speaker lineup is packed with incredible speakers and content. We just launched the entire SaaStr Annual 2021 Agenda !!

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Scale AWS B2C SaaS 199

Intercom, Inc.

AUGUST 30, 2022

But these days, there are so many innovative and impactful tools that can massively streamline your workflows and help to set you up for success as you scale. This is especially important for small teams, where you need to operate at a scale far beyond your headcount (without burning out your team by working around the clock).

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Scale Payment Services Startup AWS 163

SaaStr

JULY 1, 2020

An open discussion with Sam Blond, CSO at Brex, and Kristen Habacht, VPS at Atlassian, about adjusting their sales process during Covid-19. Kristen Habacht runs EDR sales at Atlassian, which I got a check today, $40 billion-$50 billion company. Four, people in the sale? Kristen Habacht: Well, there’s none in sales.

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Merchant Services Scale Sales Recruiting Sales 253

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. This is the data point shown for Q4 ‘23. Then the ZIRP period hit and we went way over trendline.

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Cloud Software Azure AWS 184

SaaStr

MAY 21, 2022

The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. Its PLG-assisted sales motion has kept it capital efficient, and today it’s worth $2.7 But let’s step back a bit … the damage hasn’t been even, and capital-efficient SaaS stocks in many cases have held up pretty well.

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AWS SaaS Cloud Scale 282

SaaStr

AUGUST 4, 2022

And inflation is awful. Alteryx, a leading public SaaS ETL company, announced it was growing 33% at $730m in ARR! And even SaaS and Cloud leaders that come up a tiny bit short of Wall Street’s lofty expectations are in many cases still doing incredibly well. So are we in a downturn in SaaS? Certainly, segments are.

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Venture Capital AWS Cloud Scale 321

Intercom, Inc.

MARCH 26, 2020

All of Intercom’s production infrastructure is provided as a service to Intercom by Amazon Web Services (AWS). AWS is the leading cloud provider in the industry, and we leverage their portfolio of globally redundant services to ensure Intercom runs reliably. Business continuity.

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AWS Business Scale Cloud 192

SaaStr

OCTOBER 17, 2019

When it comes to seamlessly scaling your applications, a top-notch engineering team will be your foundation. Julian Lemoine, Co-Founder, and CTO of Algolia will share his lessons learned on how to stay focused and innovative as you scale while also avoiding the innovation for innovation’s sake pitfalls. Of course, not at scale.

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Scale Scaling CTO Hire Part-Time VPE 164

Tom Tunguz

NOVEMBER 8, 2023

LLMs are fantastic first-pass filters and phenomenal classifiers that extract insight or build machine learning features from unstructured data like customer support conversations or sales calls. The Pendulum Swings to Small Data : Modern Mac laptops have the same computational power as the AWS servers Snowflake used to launch the company.

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Artificial Intelligence Trends Data Software Review 220

SaaStr

SEPTEMBER 21, 2019

The Cloud has grown 700% since the first Annual, if we use AWS as a proxy. 100+ leading sponsors and vendors exhibiting. 100+ leading sponsors and vendors exhibiting. Scaling this quickly, and more relevantly, changing and evolving so much each year is hard. We’ve added 200+ SaaS unicorns and 30+ IPOs.

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Scale AWS Cloud Education 205

SaaStr

JANUARY 2, 2024

Some things to think about as you craft your offer are: Does it align with your sales motion? You don’t want conflict with the sales team. This is where they started, but startups weren’t adopting the product as much with a discount, and there was a lot of conflict with the sales team. A free term.

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Startup Scale Underperforming Technical Team AWS 257

Intercom, Inc.

FEBRUARY 13, 2020

Alex has deep experience building market-leading companies, having been a major player at QuanticMind (where he helped grow ARR by 800%) and Salesforce, where he was part of a team that doubled revenue from $1.5 are all-in on personalization and the massive potential to serve customers more intimately at scale. billion to $3 billion.

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Scale Marketing AWS Machine Learning 181

Intercom, Inc.

FEBRUARY 26, 2018

I’m referring to the full spectrum of business execution, from product management to design to engineering to marketing to sales to support and all the other functions needed to scale a business. The arrival of cloud computing, IaaS, PaaS etc. Basic marketing and selling at a global scale is becoming easy too.

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Outsourcing Services Software Review Software Outsourced Development 224

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure). The scale is extraordinary.

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Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This brings me to AI (everything leads to AI these days…). Follow along to stay up to date!

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AI Cloud Revenue Technical Advisors 190

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

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Sales Hiring Scale Payments Cloud 229

Intercom, Inc.

JUNE 1, 2018

The EU was kind enough to provide a stress test for our email delivery pipeline during the GDPR surge on a scale that I doubt our engineering team as a whole would have agreed to, and we passed. That resulted in the email delivery pipeline operating at high output for several days leading up to and following the GDPR deadline.

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Scale Engineering AWS Scaling 204

SaaStr

AUGUST 7, 2021

You’re in sales. I don’t need 28 slides on how Everything is Going To the Cloud. CEO Doesn’t like Sales — and The Hunt. The converse is, a bad arse hacker/engineer that has also learned to love sales. This is sort of awful. And/or Late. If it takes you a week to respond to an email.

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Sales Recruiting Scale AWS Investment 339

SaaStr

JUNE 3, 2020

And then I spent a year at Salesforce working on Marc Benioff’s extended leadership team, and really had a chance to learn how important trust can be, and also really learn from Salesforce, from Mark, how do you really build a global SaaS leader at scale? They’re scrutinizing their existing status and cloud spend more than ever.

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Software Review Scale Technical Review SaaS 247