SaaStr
APRIL 3, 2021
DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. If nothing else, you can pretty reliability track headcount growth on LinkedIn). . $4B BigCommerce is growing more slowly than its $140B bigger rival, Shopify. That’s a big, big gap. But BigCommerce is still worth a very impressive $4B. More here. #2.
Tom Tunguz
FEBRUARY 13, 2023
As Google also reported, usage-based pricing models may weather downturns betterbecause the products they meter grow irrespective of headcount growth, a positive sign for infrastructure. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.
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Clouded Judgement
MARCH 22, 2024
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?
Andreessen Horowitz
MARCH 21, 2024
On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. 2B run-rate revenue, including spend on OpenAI models via Azure. We see this as a harbinger of significantly higher future spend on genAI if the trend continues.
Clouded Judgement
SEPTEMBER 19, 2023
If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). Iceberg is one ingredient in the fully packaged Tabular lakehouse.
BetterCloud
FEBRUARY 15, 2023
Even the giants like Amazon, Twitter, and Meta have been reducing headcount, with many other companies following in their footsteps. Some organizations call it offboarding, some refer to the event as a workforce reduction, some are calling it a strategic shift due to uncertain economic times, but in the end, lots of people are being laid off.
Chart Mogul
DECEMBER 22, 2021
We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we added 17 new members to our team, growing our headcount from 43 at the start of the year to 60 now (up 39% YoY). You can always visit the data output page within your ChartMogul dashboard for all your export needs.
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