SaaStr
JUNE 26, 2024
Growth is still good for them, but they had no net new customers last quarter. HubSpots NRR has fallen to 100%, so to grow 23%, they must add 23% net new customers. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. They said they’ll only grow 17% next year.
Andreessen Horowitz
SEPTEMBER 25, 2023
Microsoft CTO Kevin Scott, in conversation with a16z’s Bob Swan, explains how AI copilots are keeping developers longer in a flow state and why AI copilots more broadly could be the start of an industrial revolution for knowledge work. [00:59] Find more content from our AI Revolution series on www.a16z.com/AIRevolution.
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Baremetrics
DECEMBER 7, 2023
What’s their new CAC Payback Time? New Gross Margins? Cost of Revenue Examples Hosting AWS / Google Cloud / Azure Payroll – Customer Support Service Delivery Costs Twilio, Sendgrid Merchant Fees Stripe, Braintree You should also include software that helps your support team, such as Help Scout, or your Devops, such as CircleCI.
SaaStr
AUGUST 22, 2020
And in major hubs like San Francisco and New York, what we’re doing is helping create the vision for a more experiential space, almost like a cafe where they can come and go as they want, they can bring clients, they can bring customers. We’re already in this like a new gen.” This is a new workflow, isn’t it?
Audacix
JULY 18, 2022
After interacting with many new DevOps teams, my sense is that many of them are hamstrung by the imagination and risk appetites of their senior leaders, in a classic case of you don't know what you don't know. Amazon's tech innovation czar (and CTO) put it best as early as 2006, when he said: You build it, you run it.
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