SaaStr
FEBRUARY 3, 2025
Jean Dwit (Chief Business Officer at Stripe) and Lindsay Scrace (COO at Checker) have done it multiple times at companies like Google Cloud, Stripe, and Checker. But watch out – this is a major undertaking that touches product, engineering, sales, and finance. Thinking enterprise is just a go-to-market play. It’s not.
SaaStr
OCTOBER 23, 2024
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.
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SaaStr
OCTOBER 10, 2024
And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. Now, to some extent, the issues here have been masked by several factors: The VC engine continues, more or less, and has been re-energized by AI. Epic times. See above from Thomasz. Deals are fast and furious.
SaaStr
OCTOBER 23, 2024
So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? Artificial Intelligence Platform (AIP) is a Year Old But Fueling $159m in Q2 Bookings Alone To some Cloud and SaaS leaders, AI is a table-stakes addition. And a true engine of growth. #9. Billion ARR.
Tom Tunguz
NOVEMBER 14, 2022
My laptop is faster than your cloud. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting.
SaaStr
NOVEMBER 6, 2024
Raising Guidance and Growth Rate for Cloud Revenue To +24% a Year That’s pretty darn impressive growth at almost $5B in ARR, and just as importantly, they’re raising their prediction here. #2. The Atlassian engine just keeps on running. Wall Street is happy. Let’s dig in. 5 Interesting Learnings: #1.
Clouded Judgement
JANUARY 28, 2025
No different in the real world - whether you’re buying a car or hiring an engineer, there are “budget” options and there are premium options. So, I don’t think that trajectory changes, but I do think the smaller, domain-specific models will play an increasing role.
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