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Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

I’ve also seen this in the leaders in eComm I’ve invested in, like Gorgias. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. AWS and Microsoft Azure all reported more customers scrutinizing spend and working to manage their bills more carefully.

AWS 296
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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth. Altimeter is an investment adviser registered with the U.S.

AWS 299
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The Capex Conquest in the Cloud

Tom Tunguz

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Google and Microsoft would wait another two years to replicate a similar level of investment. Google and Microsoft would wait another two years to replicate a similar level of investment.

Cloud 288
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Founders Today Just Need to Assume the Next Round Never Comes

SaaStr

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
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The Battle for AI Gravity

Tom Tunguz

Google is on a trajectory to invest $50 billion this year. AWS & others have stopped charging to move data. AWS cut prices more than 100 times in its first five years. AI requires orders of magnitude more compute than other workloads, so there’s much more money & profit to be made serving customers running them.

AI 291
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Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

So follow AWS, Azure and Google Cloud. And it is stressful, especially if you invested at those peaks or as founders raised money at relatively high valuations and multiples. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. If they stumble, we’re in for a rough patch.

Cloud 290
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Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

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. Otherwise, it falls apart.

AWS 275