SaaStr

APRIL 3, 2021

There’s a metric the very top founders track quitely, but ruthlessly, that I find other founders either don’t track, or sort of hide from. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. If nothing else, you can pretty reliability track headcount growth on LinkedIn). Why does it matter?

Azure 246

Azure Headcount AWS Education 246

Tom Tunguz

FEBRUARY 13, 2023

Turning to our customer metrics in the fourth quarter. 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. From a geographic perspective, the U.S.

Cloud 243

Cloud Azure Headcount Software Review 243

Clouded Judgement

MARCH 22, 2024

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. However, it’s also one of the most loosely used metrics, and is frequently misused. I created this subset to show companies where FCF is a relevant valuation metric.

AI 190

AI Cloud Revenue Technical Advisors 190

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. In the near term, leaders are still rolling out this tech and figuring out the best metrics to use to quantify returns, but over the next 2 to 3 years ROI will be increasingly important.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

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.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Chart Mogul

DECEMBER 22, 2021

And we know how important it is for you to be able to track your metrics on the move. They also have a VC feature that lets you track metrics for multiple ChartMogul accounts at once. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. 7 new or upgraded billing system integrations.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

SaaStr

OCTOBER 16, 2024

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. We’ve been taught unicorn math to grow headcount faster than revenue, and maybe if you’re venture-backed, you can do it. Is there a bubble? Does it matter?

Sales Hiring 321

Sales Hiring Scale AI SaaS 321