SaaStr

JANUARY 15, 2025

So Cloud and SaaS have had a bit of a rollercoaster the past 4 years, from the boom times of 2020-2021, to the tougher times overall of 2023, to the AI boom of 2024+. 221,000 Total Paying Customers, But 65% of Revenue From 3,200 Large Customers This is what you should see when a “long tail” engine is just working at scale.

Scaling 270

Scaling Cloud AI Engineering 270

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. That’s the engine we’re all building on.

Cloud 290

Cloud Azure AWS Engineering 290

Tom Tunguz

APRIL 2, 2021

But the clouds are rolling in for open source companies (pun intended). Today, open source software faces an identity crisis: what does it mean to be an open source company in the cloud? On the other hand, the future is in cloud. But what does it mean to be open source in the cloud? It’s enterprise-first selling.

Cloud 279

Cloud Sales Hiring Banking Enterprise 279

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Imagine if a lack of cargo, passengers, rails, etc stopped companies from investing in steam engine technology in the 1760s. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 288

Cloud AI Investment User Experience 288

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.

Data Analysis 258

Data Analysis Cloud Data Scaling 258

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s say you’re an engineer coming out of college - in a tight labor market companies don’t have tons of options to hire folks (because everyone is already employed). Subscribe now Share Clouded Judgement Leave a comment

Cloud 273

Cloud Software Review Technical Review Systems Review 273

Tom Tunguz

MARCH 25, 2020

There needs to be a layer between them to make all that data accessible to these users - a data lake engine. If you keep data in cloud data lake stores, and need a system to make that data accessible to analysis tools at interactive speed - without moving it - you’re looking for Dremio. That’s Dremio.

Engineering 260

Engineering Data Azure Data Analysis 260

Tom Tunguz

JANUARY 12, 2021

The Art of Doing Science and Engineering is a curious book. Richard Hamming, the author, was a professor of science and engineering at the Naval Postgraduate School and researcher at Bell Labs. He knew quite a bit about science and engineering. Others approach the field with a beginner’s mind.

Engineering 207

Engineering Machine Learning Artificial Intelligence Consulting 207

Intercom, Inc.

APRIL 13, 2021

Our product engineers are empowered to build great features, fast. You can watch a video of that talk below, or read on to learn how we built our Elasticsearch cloud on AWS. In Intercom, we believe that shipping is our company’s heartbeat. A large part of making this belief a reality is the idea of running less software.

AWS 249

AWS Cloud Software Review Systems Review 249

Tom Tunguz

OCTOBER 19, 2023

The patois of data teams has become a dialect of modern engineering teams because the commonalities in the stack. Data teams receive tickets from their internal customers & develop data products that serve both internal & external users, much like a classic product management & engineering team.

Software Engineering 209

Software Engineering Engineering AI Data 209

Tom Tunguz

JULY 30, 2020

Yesterday, Dremio hosted the Subsurface Conference , the first conference on cloud data lakes. If one had doubts that cloud data lakes are a strategic area for many in the data ecosystem, those figures should quash them. There is a mega-trend underpinning the changes in data design philosophy and tooling: the rise of the data engineer.

Trends 361

Trends Data Artificial Intelligence Machine Learning 361

SaaStr

MARCH 18, 2025

Software engineering teams have been early adopters of AI coding assistants precisely because they provide an immediate, measurable lift. 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.

Technical Review 186

Technical Review Artificial Intelligence AI Marketplace as a Service 186

SaaStr

OCTOBER 24, 2021

“State of the Cloud with Bessemer Venture Partners” The most recent update on where the Cloud is — and is going. #2. “Hyperscaling At Scale with PagerDuty’s CEO, Jennifer Tejada” A terrific session with PagerDuty’s and Sendgrid’s CEOs on how to keep a growth engine … growing. #3.

VP of Engineering 260

VP of Engineering Cloud Scale Churn 260

SaaStr

FEBRUARY 25, 2025

Unparalleled Networking Opportunities SaaStr Annual brings together thousands of SaaS, Cloud and AI executives, founders, VCs, and industry leaders under one roof across our 40+ acre campus, May 13-15 in SF Bay! VIP Networking app for B2B founders and execs attending (no service providers, sorry!) And the VCs that want to fund them!

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

Intercom, Inc.

NOVEMBER 3, 2021

Alert fatigue is a common problem among engineering teams that handle operations and maintain infrastructure. The result is lots of semi-meaningful alerts, noise, context-switching, and multitasking for the on-call engineer. Are the steps clear enough to be followed by any engineer on the team? Is the alert still relevant?

Engineering 209

Engineering Software Review Systems Review AWS 209

SaaStr

MARCH 13, 2024

You can iterate much quicker if you allow people within the entire organization to prototype, not just the engineering team. Looking at previous waves like Cloud and data, we’re in the 15th year of Cloud, and it’s still not done. The beauty of startups is you’re agile, and with LLMs, it’s language-driven.

Generative AI 269

Generative AI AI Cloud Startup 269

Tom Tunguz

JANUARY 14, 2021

Cloud Data Lakes are the future of large scale data analysis , and the more than 5000 registrants to the first conference substantiate this massive wave. Also, Tableau’s Chief Product Officer François Ajenstat will discuss the Tableau’s role in the cloud data lake. Data engines query the data rapidly, inexpensively.

VP of Engineering 203

VP of Engineering Cloud Data AWS 203

SaaStr

APRIL 13, 2025

Beyond Traditional Boundaries: Rippling’s Three Clouds What makes Rippling fascinating as a compound startup is how it has expanded far beyond its initial HR focus. The company now has three distinct “clouds”: HR Cloud : Traditional HR and payroll functions.

Startup 154

Startup Sales Hiring Underperforming Technical Team Cloud 154

Intercom, Inc.

DECEMBER 2, 2021

For the very first time, we’re releasing Engineer Chats , an internal podcast here at Intercom about all things engineering. Previously hosted by Jamie Osler , a Senior Product Engineer at Intercom for over seven years, it’s now up to Principal Systems Engineer Brian Scanlan to pick up the baton and keep the chats going.

Engineering 178

Engineering Technical Review Underperforming Technical Team Systems Review 178

Tom Tunguz

JANUARY 25, 2021

Many businesses are moving their infrastructure and software to the cloud to adopt Kubernetes and microservices. Chaos engineering or resiliency engineering is the dominant way to mitigate the intricacies of modern cloud stacks. Just how effective is chaos engineering? Teams that perform chaos have more uptime.

Software 357

Software Cloud Engineering Technology 357

Sales Hacker

DECEMBER 17, 2024

As the co-founder and CEO of Intellimize (acquired by Webflow), Guy brings a unique perspective from his journey through iconic companies like Microsoft, Yahoo, and Twitter, as well as his background in aerospace engineering. Trusted by GTM leaders at the likes of Snowflake Five9 and Google Cloud to improve GTM efficiency.

Scale 102

Scale Engineering Acquisition Scaling 102

Tom Tunguz

JANUARY 28, 2020

Typically, the data resides in the customer’s cloud account. This cloud account has many names but no real moniker yet. Some call it a VPC for virtual private cloud. Others call it cloud prem, a contraction of cloud and on-prem(ises). Today, many of those data centers are in the cloud, hence cloud prem.

VPCs (Virtual Private Cloud) 223

VPCs (Virtual Private Cloud) Cloud Enterprise Data 223

SaaStr

JUNE 7, 2020

“From Burn-Out to $100M in ARR with Jason Cohen of WP Engine” This SaaStr classic shares how Jason, a repeat founder, got to $100m ARR. 9: “Jyoti Bansal and The AppDynamics Story: From Idea to $3.7B” Jyoti is one of my very favorite Cloud founders. They are excellent. A deep dive on how to do it here. #9:

Engineering 191

Engineering Sales Hiring Education Cloud 191

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

SaaStr

APRIL 14, 2025

With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.

130

130

SaaStr

DECEMBER 23, 2022

Focus on scaling what works best, but don’t over-engineer and waste valuable time. After helping customers succeed with your first product, figure out what other problems you can solve for them – and as you progress, you’ll uncover new use cases and add more products and features to the cloud. Test, measure, and iterate.

Scale 237

Scale Engineering Marketing Scaling 237

Intercom, Inc.

JANUARY 12, 2021

From premature optimization to over-engineering solutions for your product, it’s easy to get caught up in making technology decisions that slow you down instead of speeding you up. Multi-cloud architectures. Look, there are situations where a multi-cloud strategy will be of benefit to you. But for the rest of us?

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

SaaStr

JANUARY 9, 2020

A key question for the Cloud infrastructure leaders (Amazon, MSFT, and Google) is how deep do they want to go on the application layer. So to keep the engine going, the leaders have to be asking themselves if they can leverage the SaaS / application layer to win overall in Cloud. Who is #1 in the SaaS layer of Cloud?

Sales Recruiting 299

Sales Recruiting Scale Sales Hiring Cloud 299

SaaStr

APRIL 13, 2022

From Asana to Zoominfo: this year’s Europa lineup is bringing the best Cloud speakers from around the globe together for two days of incredible learning and insights. There will be over 2,500+ SaaS and Cloud professionals joining us there in person. Get your ticket now and get a front-row seat when the Cloud comes to Barcelona.

Sales Recruiting 207

Sales Recruiting Cloud Sales Hiring Scale 207

SaaStr

DECEMBER 13, 2023

They’re at almost $500m in ARR, with 1,850 customers, now growing a modest but steady 19% and they have gotten pretty efficient, like most other public SaaS and Cloud leaders. 1M+ Customers Are Key to the Growth Engine With 73 $1m+ customers. Engineering also took a small hiy as well. A year ago, growth was at 48%.

Scale 348

Scale Banking Acquisition Cloud 348

Tom Tunguz

FEBRUARY 24, 2022

By breaking down large codebases into smaller pieces, microservices empower engineers to ship code faster. Engineers developing microservices work with the ground shifting underneath them all the time. Engineers developing microservices work with the ground shifting underneath them all the time.

Innovation 329

Innovation Engineering Cloud Development 329

SaaStr

OCTOBER 29, 2021

Amplitude is a quiet Cloud leader that you might not have heard of — unless you are building software. Some leaders like Slack have seen the same, but most Cloud leaders at scale with high NRR end up getting more and more of their revenue from their existing base, not new customers. 5 Interesting Learnings: #1. This is rare.

Scale 304

Scale CTO Hire New CTO CTO 304

SaaStr

JUNE 4, 2021

Pomel focused his session on: Making your SaaS startup customer-centric: Hw event marketing has helped him integrate his engineering and sales teams. How many of you guys’ product rely on the highly functioning engineering team? Helping the engineering teams run smoothly and being super productive thanks to mentoring.

Scale 315

Scale Underperforming Technical Team Sales Hiring Engineering 315

SaaStr

MARCH 31, 2021

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem.

Outsourcing Services 362

Outsourcing Services Outsourced Development Payment Features Cloud 362

SaaStr

NOVEMBER 11, 2021

The Rise of 1000 Unicorns and 100 Decacorns, combined with the overnight changes to fundraising processes from Covid, have radically changed venture capital: Tiger alone is deploying $100 billion , mostly into Cloud startups, and very quickly. Funding “engines” / machines at Tiger, Insight, etc. With many more coming.

Venture Capital 335

Venture Capital Banking Cloud Startup 335

SaaStr

AUGUST 7, 2024

First, it’s a Cloud and SaaS leader we all look up to and know. 1m+ Customers Growing the Fastest (48%), With 98% Logo Retention This isn’t unique to Atlassian, but a reminder of how much the biggest customers are the fuel for growth for many SaaS and Cloud leaders today. A pretty stunning cash engine at scale.

Cloud 295

Cloud Software Review Scaling Retention 295

Tom Tunguz

MARCH 1, 2021

I thought it would be cloud-prem and customers driving SaaS products to use a single database. Here’s a schematic (click to enlarge) that describes how data flows with a cloud datawarehouse (CDW) fed SaaS app. I was wrong about the catalyst for this hub-and-spoke model. This may be the next shift.

Data 363

Data Artificial Intelligence Machine Learning SaaS 363