Tom Tunguz
OCTOBER 23, 2023
I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn. “Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.”
SaaStr
FEBRUARY 7, 2025
” The Early Days: Finding the First Customers Databricks started with a unique advantage: Spark, the open-source project developed by its founders, was already widely adopted. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. From the early days, we had a more technical sales team.”
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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.
SaaStr
MARCH 9, 2022
Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. So DigitalOcean is the quiet Cloud platform that keeps on growing. Wow what a story!!
Tom Tunguz
SEPTEMBER 26, 2022
Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. 2020 is the decade of data. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.
Tom Tunguz
JULY 25, 2023
Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Microsoft’s Azure Open AI customer base grew 4x by count, up from 2500 last quarter : We have great momentum across Azure OpenAI Service. The desire for AI is broad. The acceleration is really quite broad.
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. Security, besides having a password that isn’t “password123”, is probably not a major priority. .
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