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 Working backwards isn’t a silver bullet that guarantees you success on the scale of AWS.

AWS 189

AWS New CTO Scale CTO 189

Clouded Judgement

MARCH 28, 2025

Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. If you wanted to scale users and growth, you needed to scale a physical data infrastructure footprint. If we look at the NetSuite S-1 (filed in 2007) they said this: “We use a single data center to deliver our services.

Cloud 299

Cloud AI Scale Scaling 299

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 top of these lakes, data movement companies move data to the right consumers.

VP of Engineering 203

VP of Engineering Cloud Data AWS 203

SaaStr

APRIL 14, 2025

Head of AI Dialpad: How to Build AI at Scale GTM/ B2B Speakers: CEO HubSpot Yamini Rangan: Going More Multiproduct, Going More AI, and Going More SMB and More Enterprise CEO Dropbox Drew Houston: DropBoxs Third Act: AI & Content Intelligence CEO Calendly, Tope Awotona Open AMA and AI in 2026 CEO Clio, Jack Newton: Reaccelerating Vertical SaaS to (..)

VP of Engineering 204

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

SaaStr

DECEMBER 14, 2021

Kazuki Ohta, CEO & Founder at Treasure Data, shares his company’s story of how pivoting at the right time saved their business and accelerated their growth to $100 million ARR. When it launched in 2011, Treasure Data’s positioning was a Hadoop-based big data warehouse in the cloud. The Platform: $0 – $5 Million ARR.

Sales Hiring 307

Sales Hiring Data AWS Leadership 307

Tom Tunguz

NOVEMBER 8, 2023

At the IMPACT Summit yesterday, I shared our Top 10 Trends for Data in 2024. LLMs Transform the Stack : Large language models transform data in many ways. First, they have driven an increased demand for data and are causing a complete architecture inside companies. Second, they change the way that we manipulate data.

Artificial Intelligence 228

Artificial Intelligence Trends Data Software Review 228

Tom Tunguz

JULY 24, 2024

During the era of big data, data gravity was the core strategic imperative. Wherever the biggest dataset resided, customers ran their compute workloads that generated all of the profit and revenue growth for the last generation of data companies. Plus, data movement is less expensive than in the previous era.

AI 306

AI Artificial Intelligence AWS Innovation 306

Intercom, Inc.

DECEMBER 9, 2021

Technology makes every company a global company, and our focus on data security means Intercom customers all over the world can experience the full benefit of Intercom – no matter where they’re geographically located. . Ten years ago, we built the initial Intercom infrastructure in AWS’ us-east-1 data center in North Virginia, USA.

Data 181

Data AWS Scale Engineering 181

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. “Moving to AWS. Revenue was $25 billion, an increase of 17% year-over-year, and AWS is now a $100 billion annualized revenue run rate business.

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.

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

Tom Tunguz

OCTOBER 26, 2023

This drop in prices has grown AWS into a $90b revenue business in 17 years. The cost to save data to a blockchain is called gas. Compare that to AWS’ managed database, Aurora, which charges $0.0000002 per request. The cost to store data unblock chains has fallen five orders of magnitude in the last 3 years.

Blockchain 282

Blockchain AWS Pricing Innovation 282

Tom Tunguz

NOVEMBER 14, 2022

For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting. Some of the brightest minds in data founded MotherDuck including BigQuery founding engineer Jordan Tigani & a broader team from Snowflake, Databricks, AWS, Meta, Elastic & Firebolt, among others.

Cloud 356

Cloud AWS Data Analysis Benchmarks 356

SaaStr

DECEMBER 7, 2020

3. “Atlassian and AWS Say: Maybe Worry a Little Bit. ” We answer the debate with real data: VCs or Founders: Who Makes More? ” Some great data in here. More details on why and how here: How would a person start a venture capital fund? ” When will this incredible run for Cloud and SaaS end?

Venture Capital 335

Venture Capital Sales Hiring AWS Cloud 335

SaaStr

APRIL 16, 2022

Ok I have to admit, I don’t know BowtiedCocoon on Twitter but the research from LinkedIn put together looks really solid and consistent with all my data. Per LinkedIn data, SMB AEs at some of the top SaaS and B2B companies have: an average base salary of $70k, an average OTE of $125k, and. And it’s super helpful.

SMB 335

SMB AWS SaaS B2B 335

Tom Tunguz

FEBRUARY 26, 2025

AWS, Twilio, Heroku, etc. Usage data feeds product-led growth (PLG) lead scores, enabling account executives to outbound to the most promising users. Longer sales cycles : Recent data shows usage-based pricing models experienced 29% longer sales cycles in 2023 compared to 21% for seat-based companies.

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

SaaStr

FEBRUARY 7, 2025

Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Ron explains: “For us the more data you have and the more queries and the more analysis and analytics you can do, and the more value you’re going to get out of the product. For us data consumption continues to grow.”

Scale 176

Scale Sales Hiring Scaling Revenue 176

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%.

Cloud 337

Cloud Azure AWS Marketing 337

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.

AWS 351

AWS Venture Capital Azure Cloud 351

SaaStr

NOVEMBER 18, 2023

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. What does Pilot’s latest data say? Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. That’s what this Pilot data also reflects. Carpe Diem.

Startup 357

Startup Venture Capital Azure AWS 357

Clouded Judgement

JUNE 19, 2024

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Let’s get into some high level data.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Tom Tunguz

JANUARY 28, 2020

The idea behind the new architecture is split a SaaS app into code and the data. And the customer manages the data. Typically, the data resides in the customer’s cloud account. Today, many of those data centers are in the cloud, hence cloud prem. The 12 SaaS products query the database for the data they want to.

VPCs (Virtual Private Cloud) 223

VPCs (Virtual Private Cloud) Cloud Enterprise Data 223

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. ZoomInfo, another pure play in B2B on the data side, isn’t seeing any bounce back yet, either: HubSpot: “Yes, We Had a Great Quarter. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters.

Azure 301

Azure AWS Sales B2B 301

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. At Intercom, we’ve found success running Lambda as glue code between AWS services.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

SaaStr

SEPTEMBER 21, 2021

Arm Treasure Data. AppNavigators. Arteria Technologies. Articulate Global. Ask Computer. Aspireship. Aurora Solar. Austin Innovation Capital. AuthentiKid. AutoDelegate. Automattic. Auvik Networks Inc. Avataier Corporation. Aventi Group. Axioms Technology Inc. Azimut Energia. And that’s just a start! 1000s more in B-Z. SEE YOU THERE!!

AWS 319

AWS Innovation Cloud Technology 319

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. ” Unstructured data is the growth engine : 17x growth y/y suggests a small number last year, but phenomenal interest. “Over 30% of customers use Snowflake to process unstructured data in October.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

Intercom, Inc.

MAY 25, 2022

We work exclusively with AWS as our cloud services provider and currently provide data hosting offerings in three different global regions – US, EU, and Australia – each architected across multiple availability zones for high availability. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

SaaStr

AUGUST 9, 2024

The latest Bessemer data proves this out in a very helpful chart and summary: Now the BVP Cloud 100 of course represents some of the best of the best in SaaS, from Wiz to Stripe to Figma and more. Most likely no matter how well you are doing — that’s likely not quite you. IMHO, it’s justified for a Wiz or two, for sure. We’ll see.

Venture Capital 298

Venture Capital AWS Cloud Scaling 298

SaaStr

FEBRUARY 21, 2024

AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. That’s a high value for AWS.

AWS 279

AWS Scale Sales Hiring Marketing 279

SaaStr

JANUARY 26, 2023

While the data ends here, here’s what I can tell you I am seeing in growth rounds today: Very few growth rounds are happening at all When the do happen, they are for capital efficient startups growing > 50% at scale And … the peak valuation is about 15x. Even If It’s Awful for Series A-E Rounds.

Venture Capital 67

Venture Capital AWS SaaS Startup 67

FastSpring

APRIL 29, 2025

With AWS elasticity and real-time observability, FastSpring can make adjustments and scale instantly, ensuring uninterrupted transactions no matter how many players are buying. Moreover, we have an enterprise-grade engineering team that has built and maintains a scalable and resilient cloud-native stack using AWS.

Payment Services 133

Payment Services Payments Payment Solutions Payment Methods 133

SaaStr

AUGUST 3, 2024

Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. Yes, AI has fueled Nvidia and Google Cloud and Microsoft and AWS to massive growth, and growth that has accelerated the past few quarters. OneStream had an epic SaaS IPO at $500m ARR, growing 34%.

AWS 235

AWS Scale Social Media SaaS 235

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. With Aiven, developers can do what they do best: create applications. We enable customers to drive business results from open source that trigger true transformations.

Cloud 270

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 270

SaaStr

SEPTEMBER 10, 2024

and we have a ton of data. Even if you are deep on AWS, you go to Reinvent. So we’ve been doing SaaStr Annuals for a stunning ten years (!) One thing I can tell you is sponsors and partners who staff their booths with junior folks that just stare at their phones all day typically don’t see the ROI of their peers that … well … do more.

AWS 307

AWS Sales Data Marketing 307

SaaStr

APRIL 26, 2024

Rudina sees it along three dimensions: Data Infrastructure A culture of adopting AI Where are we heading as we try to adopt AI in the Enterprise? The layout and framework of data, infrastructure, and culture will be even more important as AI shifts to Enterprise. Many people think we have data, so why not build the models?

AI Search 287

AI Search AI Artificial Intelligence Scale 287

SaaStr

MARCH 24, 2025

Or are you still focused on users input data? If your product doesnt leverage AI to improve efficiency or reduce costs, you might find yourself underpricing pressure. One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming? #5. Gross Margins Will Improve for AI-Driven SaaS.

AI 147

AI Trends SaaS AWS 147

SaaStr

AUGUST 8, 2023

Accountants are responsible for ensuring the company has clean financial statements and data. The team is typically highly cross-functional, working together with sales, product, engineering, and marketing, and the goal is to help the other teams make better decisions through data and financial modeling.

Scale 239

Scale Finance Outsourcing Services Sales Recruiting 239

Chargify

AUGUST 17, 2020

Until recently, only industry titans like Microsoft, Amazon, and Google could successfully and effectively harness continuous, real-time data use statistics to fuel events-based billing models. How AWS Does It. What Amazon Web Services and Twilio Get Right.

AWS 98

AWS Payment Services SaaS Payments Payments 98