Remove Azure Remove Data Remove Headcount
article thumbnail

A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

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. Today, our largest R2 customer is another AI company using us for exactly the purpose of being a neutral place to store their training data.

Cloud 243
article thumbnail

Are You Getting More Competitive, Or Less Competitive? Hitting the Plan Might Not Be Enough

SaaStr

DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. Yes, you may have to make some educated guesses and get some data from unusual sources. If nothing else, you can pretty reliability track headcount growth on LinkedIn). . $4B BigCommerce is growing more slowly than its $140B bigger rival, Shopify.

Azure 239
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130
article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan. .” Let’s look at consumption revenue - this is also not technically recurring! Do you have ARR or ERR?

AI 190
article thumbnail

16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. Desire for control stems from sensitive use cases and enterprise data security concerns. We’ll likely see even more models proliferate. healthcare and financial services).

article thumbnail

Best Applicant Tracking Systems for 2025

How To Buy Saas

Greenhouse Best ATS for Data-Driven Recruiting Pricing: Key Features: Ideal Use Case: 7. Are applicant tracking systems secure and compliant with data privacy laws? These were more common historically for large enterprises with strict data control needs. government agencies or corporations with stringent data policies).

article thumbnail

How to Handle Offboarding During Mass Layoffs

BetterCloud

Even the giants like Amazon, Twitter, and Meta have been reducing headcount, with many other companies following in their footsteps. Then, valuable data could end up inaccessible without IT intervention—or worse, gone for good. During some of the more public, large-scale layoffs, some companies struggled with offboarding.