article thumbnail

The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

So yes, while it’s true that challenges are real for those in the right-hand column above – overall cloud spend is still up 20%. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. Security and compliance are strong, with Wiz turning down billions from Google.

article thumbnail

Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. For many current large language models, once they are exposed to domain-specific challenges or niche inquiries—like in-depth product troubleshooting or compliance-related questions—they can stumble. Follow along to stay up to date!

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

He had the idea that the Cloud, not called the Cloud back then, would enable two entities to see the same transaction from their perspective. With a trillion in payment volume coming through BILL in the last five years, managing the payment and compliance engine has required an ongoing effort of a sizable team.

SMB 307
article thumbnail

IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders

SaaStr

Key areas to watch: Model Efficiency Innovations Enterprise Data Integration Tools Vertical-Specific AI Platforms Industry-Specific AI Applications Governance and Compliance Solutions As always in SaaS, the winners will be those who can move quickly while building sustainable, differentiated solutions.

AI 185
article thumbnail

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. The list goes on.

article thumbnail

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. There were also quite a few questions around cost and compliance. And on the latter - there will be more guardrails and structure in place to appease some of the compliance questions. We’re still in the early days of the cloud.”

AWS 299
article thumbnail

Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

The current state of AI adoption resembles the early days of cloud: great infrastructure exists, but there’s a lack of applications to use it effectively. This represents an under-recognized opportunity for B2B AI startups focusing on compliance, risk management, and administrative controls.