Tom Tunguz

NOVEMBER 14, 2022

My laptop is faster than your cloud. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed. Third, DuckDB can be embedded in software. But most workloads aren’t massive. Motherduck raised a $12.5M

Cloud 356

Cloud AWS Data Analysis Benchmarks 356

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. The unlock here of “group + triage + agent” will be the backbone for the next wave of software. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

APRIL 14, 2025

With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.

VP of Engineering 204

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 204

SaaStr

NOVEMBER 6, 2023

If you’re selling software to SMB merchants and outside of tech like Shopify and Toast and Monday , things are pretty, pretty good, if in some ways still harder than before. If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. With some big caveats.

Merchant Services 313

Merchant Services Azure Software AWS 313

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Anyone should be able to build any Cloud solutions they want. It’s expensive and time-consuming to build software. 2 It’s expensive and time-consuming to build software. What does that mean?

Generative AI 300

Generative AI AWS Artificial Intelligence AI 300

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Tom Tunguz

OCTOBER 22, 2022

Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud. They will manage their own servers to reduce the $3m annual AWS bill by 60%. Basecamp’s 60% reduction in cloud COGS isn’t anomalous. Inspecting & controlling cloud costs may be the more appealing path.

Sales Hiring 266

Sales Hiring Cloud AWS Sales 266

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 263

Scale Marketplace as a Service Cloud SaaS Payments 263

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Google Cloud Platform. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate. Public software multiples - 4.9x Public software multiples - 4.9x Microsoft Azure.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Intercom, Inc.

FEBRUARY 26, 2018

The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Google Cloud Platform. That suggests the cloud market is quite strong. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. Microsoft Azure.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Cloud Azure AWS 223

SaaStr

MARCH 16, 2019

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Number 2 is still awfully big in the largest market in all of Cloud: [link]. A huge donation, driven by the Cloud: [link]. A huge donation, driven by the Cloud: [link].

Cloud 214

Cloud AWS Systems Review Software Review 214

SaaStr

NOVEMBER 18, 2023

SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. In fact, Gartner predicts enterprise software spend will cross $1 Trillion Dollars (!) But also focus on the prize at the same time — record Cloud spend. for the first time in 2024!

Startup 357

Startup Venture Capital Azure AWS 357

SaaStr

DECEMBER 7, 2020

Many Cloud leaders grew 500% or more this year. 3. “Atlassian and AWS Say: Maybe Worry a Little Bit. ” When will this incredible run for Cloud and SaaS end? What a crazy year for Cloud. “About 70% of SaaS Unicorns Are New Versions of Existing Categories of Software” A personal favorite.

Venture Capital 336

Venture Capital Sales Hiring AWS Cloud 336

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

AWS 189

AWS New CTO Scale CTO 189

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Intercom, Inc.

JANUARY 12, 2021

This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. Multi-cloud architectures. The top ten technical strategies to avoid. But for the rest of us?

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

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!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

SaaStr

APRIL 24, 2021

But like “Cloud” and “SaaS”, its definitely has evolved. 50% revenue from software (recurring), 50% from payments (not-recurring). . $220m in ARR, $13B market cap. 50% revenue from software (recurring), 50% from payments (not-recurring). . Half of its revenues comes from its software.

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360

Tom Tunguz

JANUARY 14, 2021

Cloud Data Lakes are the future of large scale data analysis , and the more than 5000 registrants to the first conference substantiate this massive wave. Mai-Lan Tomsen Bukovec, Global Vice President for AWS Storage will deliver one of the keynotes. On January 27-28, Dremio host their second Subsurface conference.

VP of Engineering 203

VP of Engineering Cloud Data AWS 203

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. Is Software Rebounding? 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. net retention and CAC payback). Who are the real AI winners.

Cloud 184

Cloud Software Azure AWS 184

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. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

JANUARY 28, 2020

Typically, the data resides in the customer’s cloud account. This cloud account has many names but no real moniker yet. Some call it a VPC for virtual private cloud. Others call it cloud prem, a contraction of cloud and on-prem(ises). Today, many of those data centers are in the cloud, hence cloud prem.

VPCs (Virtual Private Cloud) 223

VPCs (Virtual Private Cloud) Cloud Enterprise Data 223

Tom Tunguz

OCTOBER 26, 2023

This drop in prices has grown AWS into a $90b revenue business in 17 years. As storage & compute became less expensive, the economic viability of new use cases became increasingly apparent & developers built software on the cloud. AWS Aurora has benefitted from efficiency gains since 1986 - 37 years of development.

Blockchain 282

Blockchain AWS Pricing Innovation 282

SaaStr

SEPTEMBER 21, 2021

A Cloud Gutu. Acadian Software. CEOs, founders and senior execs from the following will be there!! 9Yards Capital. Activant Capital. Active Capital. Active Prospect. Active Campaign. Acuity Brands. Aurora Solar. Austin Innovation Capital. AuthentiKid. AutoDelegate. Automattic. Auvik Networks Inc. Avataier Corporation. Aventi Group.

AWS 322

AWS Innovation Cloud Technology 322

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. But the reality is a bit more nuanced for enterprise software. Keep calm and carry on.

AWS 239

AWS Scale Social Media SaaS 239

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! Why am I mentioning all this?

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Intercom, Inc.

APRIL 19, 2018

Yet competition and the exponential rate of change in software are pushing against that mission. Enter our philosophy of Run Less Software. Our chat covers the origins of Run Less Software, how it has evolved at scale, and how it differs from the equally valid approaches of other engineering teams.

Outsourcing Services 192

Outsourcing Services Part-Time VPE Software AWS 192

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Back then the median software NTM rev multiple was ~6x. Then there’s software specific data points. Then there’s the broader software universe. Follow along to stay up to date! Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. So the public markets are in tumult.

SaaS 348

SaaS Azure Cloud AWS 348

SaaStr

NOVEMBER 3, 2022

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. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration.

Payments 265

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 265

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

Tom Tunguz

JULY 7, 2022

Novel infrastructure often enables new software. We refer to each wave by its architecture advance: internet, mobile, cloud, data lake, single-page apps, containers, serverless. In a few years, data startups, consumer apps, and software vendors will rise and grow - the same as today. At the time, it made sense. But not anymore.

AWS 244

AWS Government Innovation Cloud 244

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130