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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Even if you don’t have any more money, even if you don’t have any more engineers, it’s life. Crowdstrike is up and still grew 35%.

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Data Lake Engines - The Essential Layer of the Next Generation Data Architecture

Tom Tunguz

More data is being stored in data lakes like Amazon S3 and Azure Data Lake Storage. There needs to be a layer between them to make all that data accessible to these users - a data lake engine. At the same time, the BI landscape has blossomed. That’s Dremio.

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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. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. That’s the engine we’re all building on. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes.

Cloud 293
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

For context,Ron has an MBA and a master’s in engineering from Stanford. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. His view is your sales team teaches your customers how to get value out of your product. You gotta know the product cold.)

Scale 176
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5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaStr

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!!

Azure 272
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When 1% Market Share Shifts Represent $5b of Market Cap

Tom Tunguz

Microsoft’s Azure is winning share directly from Amazon. ” Much of the AI spend is at the enterprise, where a 50% reduction in customer support cost or a 75% increase in engineering capacity filters billions to the bottom line. " The rest of Azure is still growing in a nice clip of 24% annually.

Azure 207
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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

Can you imagine a site reliability engineer managing 15 to 20 tokens, coordinating with finance teams to ensure proper treasury management, while ensuring high uptime? Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure.