Azure GCP(Google Cloud Platform) Startup 
Tom Tunguz
JULY 28, 2022
GCP reported 37% growth & Microsoft 40%. The 21% decline should provide founders an input into their forecasts for the remaining two quarters of 2022, especially infrastructure startups. With about 39% market share, AWS reigns supreme as the largest provider. Q/Q Growth Rate Change.
Tom Tunguz
APRIL 28, 2022
Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. How this quandary resolves will determine the most attractive places to build new infrastructure startups. Third, software engineers decentralize only a subset of the app.
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SaaStr
FEBRUARY 7, 2025
For startups looking to land their first big customers, Rons advice is simple: Leverage existing user communities. ” Building the Right Sales Motion In Databricks early days, the sales team was largely inside sales, selling to tech startups in Silicon Valley. We went to the open-source community and asked, What would you pay for?
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. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.
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. Layer : application, platform, or infrastructure? I had a blast putting this deck together.
Clouded Judgement
JUNE 19, 2024
My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).
Tom Tunguz
NOVEMBER 28, 2023
“Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. And as a result, our salespeople are really not inclined to do much in GCP.” ” For startups operating within data, which tops buyers’ lists , this news further signals a stronger market in 2024.
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