SaaStr
OCTOBER 2, 2024
Billion in ARR GitLab is growing 30% at $730m ARR Microsoft Azure, Google Cloud are on fire, fueled by AI But others are seeing more headwinds due to downturns in the “B2B2B” segment of tech. So the growth rates of Cloud infrastructure leaders have been all over the place. Cloudflare is growing 30% at $1.6
SaaStr
NOVEMBER 4, 2021
The SaaS “Rule of 40” has gained popularity due to its simplicity, requiring only two common financial metrics to be added together. You can’t pay your Azure bill or office lease in “Rule of 40” points. And that cautious SaaS platform would fall behind their more aggressive competitors. Concluding Remarks.
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Clouded Judgement
OCTOBER 20, 2023
Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications.
IT World
JULY 7, 2022
Despite concerns that facial recognition technology can be discriminatory, the real issue is that results are inaccurate. The discriminatory argument plays a role, though, due to the assumptions Microsoft developers made when crafting these apps.) Let’s start with what Microsoft did and said.
Andreessen Horowitz
APRIL 5, 2024
Here’s what they had to say about the key considerations for technology adoption and strategies CISOs can employ to navigate the rise of AI-driven security solutions: 1. Secondly, companies adopting generative AI will need to rethink their technology stack. What is the biggest security threat that enterprises face today?
Andreessen Horowitz
MARCH 21, 2024
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. Implementing and scaling generative AI requires the right technical talent, which currently isn’t in-house for many enterprises.
Clouded Judgement
MARCH 22, 2024
” Let’s look at consumption revenue - this is also not technically recurring! This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. The most egregious is to take truly one time revenue, “annualize” it, and call it “ARR.”
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