Cloud Marketplaces

topic on 3 shows · 6 statements across 4 episodes

No Priors the Official SaaStr Podcast A Product Market Fit Show

6 statements about Cloud Marketplaces, every show

PRODUCT MARKET FIT Prediction Open · timeframe Mar 2030
Yoo: Cloud marketplace GMV will cross $100B in next 5 years
“They are, you know, I mean, their GMV is like expected to cross a hundred billion dollars over the next five years.”
Jon Yoo Mar 13, 2025 ▶ 12:08 Post-YC, he split with his co-founder—then grew profitably to $2M ARR with just 5 people. | Jon Y... · PMF Show
PRODUCT MARKET FIT Assertion Not publicly verifiable
Yoo: 40% to 50% of Confluent's revenue flows through cloud marketplaces
“You know, 40 to 50% of the revenue actually goes to each side of the marketplaces. And a lot of people just don't know that.”
Jon Yoo Mar 13, 2025 ▶ 12:24 Post-YC, he split with his co-founder—then grew profitably to $2M ARR with just 5 people. | Jon Y... · PMF Show
NO PRIORS Insight
Henry: Enterprises hit cloud spend commits buying third-party partner products
“If you look at the marketplaces on the cloud providers, so like they have partnerships with all these people where, you know, to get down your Azure AWS bill, you say, I'm going to spend this many millions of dollars on your cloud. Some of it's going to be, I'…”
Alyssa Henry Dec 14, 2023 ▶ 24:40 No Priors Ep. 44 | With Former Square CEO Alyssa Henry
SAASTR Assertion Partly supported
Robinson: 74% of B2B software buyers are using cloud marketplaces
“They ran a survey recently and they found that 74% of B to B SaaS Software buyers have either already bought in the cloud marketplace or plan to do so in the next 12 months, and that represents billions of dollars of transaction in a marketplace where your buy…”
Elliott Robinson Oct 14, 2021 ▶ 23:06 State of the Cloud 2021 with Bessemer Venture Partners | SaaStr Software Community
SAASTR Assertion Contradicted
Robinson: Auth0 reduced sales cycle length by 50% via cloud marketplaces
“AuthZero found that their size cycle, sales cycle diminished by about 50% in this channel alone.”
Elliott Robinson Mar 14, 2021 ▶ 40:56 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
SAASTR Prediction Held up
Bessemer: Cloud marketplace transaction volume will reach $3B in 2021
“If you look forward to just 2021, we're predicting about a three billion dollar total transaction volume for this go to market strategy.”
Elliott Robinson Mar 14, 2021 ▶ 41:03 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community

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