Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023.

Cloud 235

Cloud Azure Headcount Software Review 235

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 256

Scale Marketplace as a Service Cloud SaaS Payments 256

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. The total customer count for Azure’s OpenAI has grown dramatically.

AI Search 254

AI Search AI Azure GCP(Google Cloud Platform) 254

Tom Tunguz

APRIL 6, 2023

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. There are 4 questions startups should ask themselves about building with generative AI. Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

Generative AI 219

Generative AI AI GCP(Google Cloud Platform) Startup 219

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 252

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 252

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 347

SaaS Azure Cloud AWS 347

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

SaaStr

APRIL 28, 2021

As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. Unfortunately, the process is long and can feel like a blackbox for startups starting from scratch.

Enterprise 272

Enterprise Software Review Azure GCP(Google Cloud Platform) 272

Tom Tunguz

NOVEMBER 28, 2023

Improved terms from the cloud service providers have contributed to margin expansion.” “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. ” For startups operating within data, which tops buyers’ lists , this news further signals a stronger market in 2024.

GCP(Google Cloud Platform) 180

GCP(Google Cloud Platform) Azure Data Startup 180

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound.

Cloud 184

Cloud Software Azure AWS 184

SaaStr

MARCH 31, 2019

This is pretty darn impressive, and probably more importantly, shows the continued jaw-dropping growth of Cloud. Buy Microsoft Stock Because of Its Big Cloud Deals, Says JPMorgan. Microsoft Azure sales grew at 76% year over year in its most recent quarter. Microsoft Gives 500 Patents to Startups. Today we are profitable.

Cloud 141

Cloud Azure Scale Software Engineering 141

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Tom Tunguz

MAY 25, 2017

The more interesting of the two for startups is the company level. In order to be successful, startups have to be good at many things. The startup often inherits this exceptional characteristic from one or more of the founders. Determining how to compete is a critical part of developing a startup idea. Use startup judo.

Startup 100

Startup Underperforming Technical Team Strategy Azure 100

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Having multiple billion-dollar deals in one quarter is pretty impressive.

Scale 245

Scale SaaS Payments Scaling SaaS 245

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further.

Cloud 167

Cloud Software Benchmarks Scale 167

SaaStr

APRIL 26, 2024

If it is a small startup, it may just be a single GPU, or it’s bigger with a cluster of GPUs where you need infrastructure management. 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.

AI Search 281

AI Search AI Artificial Intelligence Scale 281

Andreessen Horowitz

MARCH 21, 2024

Can these startups actually make any money? We believe that AI startups who 1) build for enterprises’ AI-centric strategic initiatives while anticipating their pain points, and 2) move from a services-heavy approach to building scalable products will capture this new wave of investment and carve out significant market share.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

IT World

FEBRUARY 8, 2023

Microsoft has gone all in on artificial intelligence (AI), pouring $10 billion in the OpenAI startup — and that’s just the opening gambit. AI will reap many billions in revenue for the company, particularly its cloud business. Expect many more billions to follow. There’s good reason for that investment.

AI 96

AI Artificial Intelligence Azure Cloud 96

Sales Hacker

AUGUST 9, 2021

Orca Security provides security and compliance for Amazon Web Services , Azure , and Google Cloud Platform. iboss is a cloud security company that provides network security as a service delivered in the cloud, and as a complete SaaS offering. Headquarters: Los Angeles, California. Number of Employees: 101–250.

Cybersecurity 121

Cybersecurity Sales Hiring Scale Cloud 121

Frontegg

JUNE 17, 2021

Type 1 SaaS Architecture – This type of architecture basically requires runtime and data isolation, but not necessarily on the cloud. Non-cloud use cases like banking and finance businesses. Type 2 SaaS Architecture – Unlike Type 1, this architecture needs runtime and data isolation on the cloud as well.

ECS (Elastic Container Service) 97

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) EKS (Elastic Kubernetes Service) 97

SaaStr

JUNE 26, 2024

MongoDB was down 23%, a great Cloud stock consistently growing in the 30s. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. How does a startup benefit from this? If you squint, this is the top 10% of all VC-backed startups by top-tier seed funds.

CTO Hire 141

CTO Hire AI Venture Capital Sales Hiring 141

Baremetrics

DECEMBER 7, 2023

Here’s an overview of the series: Part 1: How to Categorize Expenses in a SaaS Startup v2.0 Donut charts – while often frowned upon – are handy for quickly introducing your company’s expense breakdown. Use area charts for more detail.

Startup 90

Startup Merchant Services DevOps as a Service SaaS 90

Neil Patel

DECEMBER 24, 2020

The service is also suitable for startups, digital marketers, and even DevOps. Additional features include: Sharable reports Color-coded chart bars Web analytics tool Bounce rate checker SSL certificate monitoring and alerting Cloud performance monitoring Joomla monitoring Server uptime monitoring Website uptime history.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Ensure cloud security and compliance.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

OpenView Labs

DECEMBER 15, 2020

In February 2020, the public cloud market surpassed a $1 trillion market cap, with a 45% growth rate, as reported in Bessemer Venture Partners’ 2020 State of Cloud report. This data revealed a clear picture of where cloud marketplaces are heading in 2021. Here’s what we learned. . What’s accelerating this marketplace movement?

Marketplace as a Service 52

Marketplace as a Service Cloud Scale VP of Engineering 52

Stax

APRIL 18, 2024

Examples of popular SaaS apps include Shopify, an eCommerce platform, Dropbox, a cloud storage service, and Stax Bill, an automated payment processing system. Some may use cloud platforms for online solutions. Some use cloud-based solutions to deliver online solutions (e.g.,

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

OpenView Labs

MARCH 2, 2021

So says Edna Conway, Chief Security and Risk Officer for Microsoft Azure. This approach has served her well in her role of ensuring that the Azure cloud platform is, in her words, “the number-one trusted cloud platform on the planet.” Trust can be a pretty compelling competitive differentiator.

Azure 54

Azure Technical Review Government Cloud 54

SaaStr

AUGUST 26, 2022

A few can, Andreessen and maybe Sequoia, but 99% of the VCs you meet, legally, they can only invest in startups, whether they’re late stage or early stage. Don’t wish that you ran a hotter startup. I think Azure’s like 7,000, Google. VCs mostly can’t do this. Don’t move on. Everything compounds.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

Sales Hacker

APRIL 1, 2025

Um, the goal was to bring all of those assets of Azure Modern Workplace, the business application side together, build a really powerful data set, um, all within that common data platform on Azure. Azure and how much consumption you’re driving there and transacting through their marketplaces. And, um, I made the jump.

Scale 63

Scale VP of Engineering Outsourcing Services Enterprise 63

Sales Hacker

OCTOBER 7, 2019

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. If you missed episode 77, check it out here: PODCAST 77: Navigating the Pace and Pressure of Startup w/ Vikas Bhambri. If you missed episode 77, check it out here: PODCAST 77: Navigating the Pace and Pressure of Startup w/ Vikas Bhambri.

Cloud 50

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 50

How To Buy Saas

MARCH 21, 2024

But what exactly are these services, and should your startup business be using them? This is much the same but with software: you subscribe and get access to it (hosted on the cloud) without worrying about installation, maintenance, or updates. But what solutions can your startup business order? What Is SaaS?

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

Neil Patel

SEPTEMBER 28, 2020

Keep these things in mind: Similar clients – If an agency mostly works with Fortune 100 clients and you’re a small startup, they probably won’t be a good fit. Known as their “AI Factory”, Artefact also works with cloud service providers like Azure to ensure they have a robust infrastructure.

Technical Review 134

Technical Review Software Review Machine Learning Artificial Intelligence 134

Sales Hacker

MARCH 10, 2020

Nicole is the VP of Marketing at Tackle.io, a company that helps ISVs sell their software through the cloud marketplaces. She’s the VP of marketing at Tackle.io, a company that helps ISVs sell their software through the cloud marketplaces. When I go into a startup, messaging might be a little disparate across the organization.

Sales Hiring 84

Sales Hiring Scale Marketing AWS 84

Blulogix

NOVEMBER 8, 2023

Whether it’s cloud computing resources, software applications, or data storage, usage-based pricing offers adaptability and efficiency. Scalability Startups and enterprises alike can scale their technology usage in alignment with their specific needs. This flexibility enables businesses to respond to market demands efficiently.

Technology 52

Technology Pricing Payment Features Subscription 52

SaaSHolic

MARCH 20, 2023

Tecnicamente falando, o software as a service é diretamente dependente de cloud computing , precisa de um grau mínimo de conectividade disponível e garantia de segurança de todos os dados e informações. Alguns casos recentes incluem o Einstein, da Salesforce; o Intelligent Bots, da Oracle; e o Azure Cognitive Services, da Microsoft.

Machine Learning 52

Machine Learning Artificial Intelligence Azure SaaS 52