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. Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

Generative AI 222

Generative AI AI GCP(Google Cloud Platform) Startup 222

SaaStr

DECEMBER 28, 2023

Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years. And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. So 2023 wasn’t a rough year for everyone.

Azure 350

Azure Cloud SaaS Trends 350

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 253

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 253

SaaStr

APRIL 28, 2021

As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. Unfortunately, the process is long and can feel like a blackbox for startups starting from scratch.

Enterprise 284

Enterprise Software Review Azure GCP(Google Cloud Platform) 284

Tom Tunguz

NOVEMBER 28, 2023

“Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. " Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure.

GCP(Google Cloud Platform) 181

GCP(Google Cloud Platform) Azure Data Startup 181

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Yesterday, Microsoft & Google announced earnings. The desire for AI is broad.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

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).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Tom Tunguz

MARCH 1, 2025

In second place, Microsoft’s AI business, including Azure, is at a $3.25b Q4 revenue. NVIDIA’s data center business dominated the field, generating $31b in Q4 revenue with impressive margins exceeding 70%. IBM reported $2b, which was a big surprise to me. Maybe this group doubles the revenue.

AI 239

AI Revenue Azure Consulting 239

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

MAY 6, 2022

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. Personally, I’m betting on #2 (The Bull Case), planning using #3 (The Rational-Positive Case), and advising startups to extend the cash they do have at least another 6 months. Customers are buying more than ever.

SaaS 348

SaaS Azure Cloud AWS 348

Clouded Judgement

OCTOBER 11, 2024

Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. So why was it stronger than normal last year? We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. Where was redundant spend that could be consildated. Mongo is up 16%.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

MARCH 31, 2022

So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Azure’s marketplace has over 4 million monthly visitors. Jabari Norton. Rico Mallozzi. Crowdstrike. Start early.

Scale 262

Scale Marketplace as a Service Cloud SaaS Payments 262

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023.

Cloud 238

Cloud Azure Headcount Software Review 238

Tom Tunguz

MAY 25, 2017

The more interesting of the two for startups is the company level. In order to be successful, startups have to be good at many things. The startup often inherits this exceptional characteristic from one or more of the founders. Determining how to compete is a critical part of developing a startup idea. Use startup judo.

Startup 100

Startup Underperforming Technical Team Strategy Azure 100

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Colin here, CEO of a startup, B2B SaaS, and raising a seed round right now.

Scale 245

Scale SaaS Payments Scaling SaaS 245

SaaStr

MARCH 31, 2019

Microsoft Azure sales grew at 76% year over year in its most recent quarter. Microsoft Gives 500 Patents to Startups. The implementation sounds overly complicated, but still, a unique and compelling incentive to run some of your app on Azure. Bridgepoint to Take Control of Kyriba, Deal Values Cash-Management Firm at $1.2

Cloud 150

Cloud Azure Scale Software Engineering 150

SaaStr

APRIL 26, 2024

If it is a small startup, it may just be a single GPU, or it’s bigger with a cluster of GPUs where you need infrastructure management. Historically, Cloud platforms like AWS and Azure help with the sporadic needs of renting a GPU for a few hours for training vs. long-term use, which would cost thousands of dollars. They’ll need GPUs.

AI Search 293

AI Search AI Artificial Intelligence Scale 293

Clouded Judgement

APRIL 11, 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 looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. Is Software Rebounding?

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Their consumption is driven by usage of applications built on top of Mongo.

Trends 130

Trends Cloud Azure AWS 130

IT World

FEBRUARY 8, 2023

Microsoft has gone all in on artificial intelligence (AI), pouring $10 billion in the OpenAI startup — and that’s just the opening gambit. Microsoft already has released a public preview of its cloud-based Azure OpenAI service which will allow businesses to use AI without having to build infrastructure.

AI 96

AI Artificial Intelligence Azure Cloud 96

Andreessen Horowitz

MARCH 21, 2024

Can these startups actually make any money? We believe that AI startups who 1) build for enterprises’ AI-centric strategic initiatives while anticipating their pain points, and 2) move from a services-heavy approach to building scalable products will capture this new wave of investment and carve out significant market share.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

SaaStr

JUNE 26, 2024

You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. How does a startup benefit from this? If you squint, this is the top 10% of all VC-backed startups by top-tier seed funds. To some extent, it’s not clear. Maybe endless price increases,” Jason says. Put them on the spot.

CTO Hire 147

CTO Hire AI Venture Capital Sales Hiring 147

Baremetrics

DECEMBER 7, 2023

Here’s an overview of the series: Part 1: How to Categorize Expenses in a SaaS Startup v2.0 Donut charts – while often frowned upon – are handy for quickly introducing your company’s expense breakdown. Use area charts for more detail.

Startup 90

Startup Merchant Services DevOps as a Service SaaS 90

Frontegg

JUNE 17, 2021

Your container orchestration platform should have Amazon Elastic Container Service (ECS) if you are a startup or have a medium sized operation. With Microsoft Azure, you have MySQL or PostgreSQL, which can be procured from the Azure portal. Big ops can pick Amazon Fargate or go for Amazon EKS.

ECS (Elastic Container Service) 97

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) EKS (Elastic Kubernetes Service) 97

Sales Hacker

AUGUST 9, 2021

Orca Security provides security and compliance for Amazon Web Services , Azure , and Google Cloud Platform. Microsoft recently included Alkira in its Microsoft for Startups program , which will provide the company with access to technical, sales, and marketing resources. Funding Round: $216 million Series B raised in March 2020.

Cybersecurity 121

Cybersecurity Sales Hiring Scale Cloud 121

Neil Patel

JANUARY 7, 2022

Popular CDN’s include: Rackspace, Amazon CloudFront, and Microsoft Azure. It’s a practical way for small businesses or startups with the flexibility of scaling with them as you grow. A CDN is a geographically distributed group of servers deployed in multiple data centers, providing content for one or more websites or web applications.

Mobile 130

Mobile Azure Scale User Experience 130

SaaStr

AUGUST 26, 2022

A few can, Andreessen and maybe Sequoia, but 99% of the VCs you meet, legally, they can only invest in startups, whether they’re late stage or early stage. Don’t wish that you ran a hotter startup. I think Azure’s like 7,000, Google. I’m the CEO of a small growing startup out of Barcelona.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

OpenView Labs

MARCH 2, 2021

So says Edna Conway, Chief Security and Risk Officer for Microsoft Azure. This approach has served her well in her role of ensuring that the Azure cloud platform is, in her words, “the number-one trusted cloud platform on the planet.” She does this by ensuring that Azure is not only secure, but also sustainable and resilient.

Azure 54

Azure Technical Review Government Cloud 54

Clouded Judgement

JUNE 20, 2023

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. net retention and CAC payback).

Cloud 167

Cloud Software Benchmarks Scale 167

How To Buy Saas

MARCH 21, 2024

But what exactly are these services, and should your startup business be using them? Startup businesses usually look towards SaaS when they need to scale quickly, reduce IT overhead, or access sophisticated tools without huge costs. But what solutions can your startup business order? What Is SaaS?

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

Neil Patel

DECEMBER 24, 2020

The service is also suitable for startups, digital marketers, and even DevOps. The tool also monitors Windows, Linux, Docker, VMware, FreeBSD, GCP, and Azure for servers. . #2 – Pingdom – Best Website Monitoring Service For Small And Medium Businesses. Site24x7 supports Ruby, Java, PHP,NET, Node.js, and mobile platforms for apps.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

Neil Patel

SEPTEMBER 28, 2020

Keep these things in mind: Similar clients – If an agency mostly works with Fortune 100 clients and you’re a small startup, they probably won’t be a good fit. Known as their “AI Factory”, Artefact also works with cloud service providers like Azure to ensure they have a robust infrastructure.

Technical Review 134

Technical Review Software Review Artificial Intelligence Machine Learning 134

Stax

APRIL 18, 2024

Microsoft Azure, Amazon Web Services (AWS), or Salesforce AppExchange). SaaS platforms can accommodate changes in user demand without requiring significant adjustments, making them ideal for startups. For ISVs, this means developing applications that can run on various platforms such as Windows, macOS, Apple, or Android.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Frontegg

FEBRUARY 9, 2023

We’re thrilled to announce that Frontegg was named a G2 Best Software Award Winner, placing #26 on the Top Security Products list alongside other best-in-class tools, such as Okta, Microsoft Azure Active Directory, GitLab, IBM Security Verify, Snyk, Datadog, and GitHub.

Technical Review 52

Technical Review Software Review Systems Review CTO 52

Sales Hacker

MARCH 10, 2020

Tackle can give you access to the AWS, Azure, and Google Cloud platforms and your end customer can purchase your solution through those marketplaces, which can streamline the entire process and help you skip a bunch of steps. When I go into a startup, messaging might be a little disparate across the organization.

Sales Hiring 84

Sales Hiring Scale Marketing AWS 84

User Pilot

JUNE 30, 2024

Microsoft Certified: Data Analyst Associate (Microsoft) : This certification validates your proficiency in core data analysis tasks using Microsoft Azure and its data analysis tools like Power BI. It’s valuable for analysts working in Microsoft environments or wanting to showcase their Azure skills.

VP of Engineering 52

VP of Engineering Sales Recruiting Data Analysis Underperforming Technical Team 52