SaaStr

SEPTEMBER 29, 2024

But SOMA and much of the financial district are still awful. All VCs will invest anywhere now. Better to find a remote job and live in a cheaper, and calmer geo. • It will take years for parts of SF to be nice again. Some parts are great though. Palo Alto and the Peninsula are as pretty, sunny, and expensive as ever. •

AWS 289

AWS B2B AI Startup 289

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. VCs are minting AI unicorns at a strong clip, and investing in AI at as fast a clip as they can. OneStream had an epic SaaS IPO at $500m ARR, growing 34%. That is clearly true in some aspect.

AWS 194

AWS Scale Social Media AI 194

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. Otherwise, it falls apart.

AWS 217

AWS Scale Sales Hiring Marketing 217

SaaStr

JANUARY 27, 2024

Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). It’s your top marketing and customer retention investment. Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. It could be more or less, but that’s a rough way to think about it.

Azure 228

Azure AWS SaaS Customer Success 228

Frontegg

JUNE 30, 2021

Another great benefit of investing in multi-tenant architectures is the possibility of maintaining the application’s agility and good performance. This way, the more customers you have, the more investment you can make in marketing, promotion, and improving customer relations. How to Build a Multi-tenant SaaS Application on AWS?

AWS 88

AWS SaaS Payments Payment Methods Enterprise 88

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 308

AWS Venture Capital Azure Cloud 308

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

Cloud 315

Cloud GCP(Google Cloud Platform) Software Azure 315

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Altimeter is an investment adviser registered with the U.S.

Cost optimization & reporting 164

Cost optimization & reporting Cloud Azure AWS 164

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. Join these incredible companies to experience all the value of SaaStr!

Cloud spend optimization 209

Cloud spend optimization AWS Scale compliance 209

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S.

Cost optimization & reporting 187

Cost optimization & reporting Cloud Software Azure 187

SaaStr

MAY 16, 2022

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 260

Cloud Azure AWS Engineering 260

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. That is not new.”

Cost optimization & reporting 154

Cost optimization & reporting Cloud Azure AWS 154

Clouded Judgement

SEPTEMBER 27, 2024

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. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S.

Cloud 173

Cloud GCP(Google Cloud Platform) AWS Azure 173

SaaStr

DECEMBER 14, 2023

Alison brings the perspective of all sides of a startup, from investing to SaaS to Cloud. For Google Workspace, they invested in expanding and building Google Meet and the rest of the workspace during 2020. What they’re seeing with GenAI and Google Cloud is an opportunity to grab share from AWS.

Cloud 249

Cloud Scale AWS AI 249

SaaStr

NOVEMBER 17, 2023

PE wants to invest in leaders, if not necessarily always #1 in a category. The startup I invested in that were acquired by PE in the 2020-2021 Boom were acquired for 8x in one case, 12x in another, and 15x in a third. Products that are as close to an annuity as possible, that are amenable to efficiency gains. is interesting to see.

AWS 256

AWS SaaS Pricing Acquisition 256

Baremetrics

OCTOBER 31, 2021

If you want to scale, you need to make the investment of time and money and make sure your infrastructure suits your size of business. A lot of our workload was getting moved to AWS, and wouldn’t you know it: they want you to move compute to them so they have migration services to match. Are you growing and want to scale?

AWS 115

AWS DevOps as a Service Underperforming Technical Team Development Team Review 115

SaaStr

DECEMBER 20, 2023

300 Employees Working on AI Not a surprise, but interesting to see the scale of investment here. #5. Growing Almost 50% as Approaches $2B in ARR The exact growth rate is based on an The Information report from a few weeks ago, and it seems about right looking at their published metrics. That’s awfully impressive.

AWS 266

AWS B2C Scaling AI 266

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Altimeter is an investment adviser registered with the U.S.

Cloud 154

Cloud Azure GCP(Google Cloud Platform) AWS 154

Tom Tunguz

JUNE 25, 2023

Cloud LLM Infrastructure Microsoft OpenAI Snowflake Nvidia Databricks Mosaic Google Anthropic Oracle Cohere Amazon HuggingFace Microsoft has invested over $10b, plus significant development efforts to work with OpenAI. Google has invested hundreds of millions into Anthropic , complementing its efforts with Google Brain.

Artificial Intelligence 195

Artificial Intelligence AI AWS Cloud 195

SaaStr

AUGUST 8, 2023

In 2014, storage had historically been Dropbox’s most significant cost driver, with hundreds of millions of dollars spent on AWS. Hire a Junior Team You can recruit your junior team from investment banking or other Strategic Finance teams. Invest in next-gen finance tooling. Encourage bias towards action.

Scale 170

Scale Finance Outsourcing Services Sales Recruiting 170

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

Cloud 164

Cloud Azure AWS Software Review 164

Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. We’ve all been waiting for cloud optimizations to ease up, and this is our clearest signal that we’re getting there.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

JULY 7, 2022

Pop any venture firm’s website into the wayback machine , peruse the bios from the late 90s, and you’ll see statements like “I invest in Internet companies.” For example, a gaming company might build an app on a classic cloud stack on AWS and offer a decentralized peer-to-peer NFT exchange. ” Or Web2.0

AWS 229

AWS Government Innovation Cloud 229

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

SaaStr

MARCH 22, 2023

Ed Lenta, the SVP and GM of Databricks, had the rare opportunity of scaling three hypergrowth companies — VMware, AWS, and Databricks. To “soften the beach,” you need to expend as little energy and investment as possible while learning as much as possible. Invest in and put that into the market to start softening the beach.

Scale 200

Scale Scaling AWS Sales Hiring 200

SaaStr

APRIL 26, 2024

Historically, Cloud platforms like AWS and Azure help with the sporadic needs of renting a GPU for a few hours for training vs. long-term use, which would cost thousands of dollars. If someone doesn’t want to switch from AWS because AWS has partnerships with OpenAI, they have tradeoffs. What about ROI?

AI Search 224

AI Search AI Artificial Intelligence Scale 224

Clouded Judgement

APRIL 11, 2024

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. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 180

Cloud Software Azure AWS 180

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). It’s likely startups start at plug-ins & then move down with scale that affords more usage & more capital to invest.

Generative AI 197

Generative AI AI GCP(Google Cloud Platform) Startup 197

Intercom, Inc.

AUGUST 30, 2022

And more importantly – which ones are really going to deliver a return on investment for your precious (and limited) budget? AWS – Cloud computing. Many of the biggest and best companies in the world use AWS – and many of them were once startups using AWS, too. Look for tools that can scale with you. Apply now.

Scale 163

Scale Payment Services Startup AWS 163

Clouded Judgement

OCTOBER 11, 2024

This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Cloudflare is up 17%.

Cloud 164

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 164

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. AWS’s marketplace has seen 1.5 But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere. It was pretty easy to drive that from our side.

Scale 202

Scale Marketplace as a Service Cloud SaaS Payments 202

SaaStr

OCTOBER 13, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Verdane is a specialist growth equity investment firm that partners with tech-enabled and sustainable businesses based out of Europe to help them reach the next stage of international growth.

GCP(Google Cloud Platform) 194

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 194

SaaStr

JULY 1, 2024

It could be a 6-month, 12-month, or multi-year venture, so you want the cash to invest in an upmarket strategy properly. Once you do, invest and go hard after this market and grow the sales team to serve that upmarket customer. #3: Make sure you can make that investment from a product perspective. Look at your team.

Sales Hiring 256

Sales Hiring Scale SMB compliance 256

SaaStr

SEPTEMBER 10, 2021

Investing at a breathtaking pace. In many ways, your Quality of Life will simply be awful. Your quality of life will simply be awful if your co-founders aren’t as committed as you, and if they aren’t at least close to as good as you. This friend is one of the hardest working people in the industry. Do not pass go.

Part-Time VPE 296

Part-Time VPE CTO Hire AWS New CTO 296

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130