AWS Generative AI Payment Features 
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. Keep reading to learn what the four most common SaaS assumptions are, and watch Adam knock each one down with the power of generative AI. AI, as an assistant, anchors you and allows you to test ideas.
Clouded Judgement
NOVEMBER 1, 2024
” AWS on AI “AWS's AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew." ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B
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Clouded Judgement
JULY 28, 2023
AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?
Clouded Judgement
MARCH 22, 2024
.” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown.
Clouded Judgement
FEBRUARY 3, 2023
We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.
SaaStr
MARCH 1, 2024
Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. Some of that is by launching add-on products that can be priced as subscription fees or transactional per conversation. Drop in costs.
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