This episode carries Alex Ferrara's own address, with nobody on the show putting
questions to them. It still counts as said, and it is kept out of every score on their page.
Alex Ferrara of Bessemer Venture Partners highlights how cloud computing has overtaken retail as Amazon's primary narrative driver.
“So this analyst, Artie Levy from CNBC, took the Amazon earnings transcript from earlier this year, and he actually counted the words, counted the number of times that words like AWS or retail or Alexa were mentioned. Retail was mentioned twice. That's it. And AWS was mentioned 78 times.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Alex Ferrara
Insight
Ferrara: Data privacy problems stem from poor SaaS engineering, not cybersecurity
“I don't think this is a problem that's gonna be solved by cyber security tools. Ah, I think that this is a problem that results from poor privacy engineering on the part of SaaS application companies over the last decade.”
Alex FerraraOct 30, 2019▶ 30:09State of the Cloud 2019: Europa Edition | SaaStr Software Community
Opinion
Ferrara: AWS is arguably Amazon's biggest value driver toward $1T market cap
“And so, you know, I think we've seen over the last decade that AWS now is arguably the biggest driver of value for Amazon as they are approaching this trillion dollar market cap, ah, market cap milestone.”
Alex FerraraOct 30, 2019▶ 5:20State of the Cloud 2019: Europa Edition | SaaStr Software Community
PredictionHeld up
Ferrara: 2019 cloud IPO market cap will meet or beat 2018's $44B
“And so, we're expecting that 2019 will likely either exceed, or sorry, rather meet or exceed Ah, the same metrics from, ah, the same stat from 2014, 2018, rather.”
Alex FerraraOct 30, 2019▶ 8:24State of the Cloud 2019: Europa Edition | SaaStr Software Community
AssertionSupported
Ferrara: Private cloud unicorns outnumber public ones for first time
“One, it's notable that just in the last year, for the first time, the number of these private cloud unicorns exceeds that of the public ones”
Alex FerraraOct 30, 2019▶ 9:08State of the Cloud 2019: Europa Edition | SaaStr Software Community
AssertionSupported
Ferrara: Slack Scaled From $1M to $100M ARR in Three Years
“If you look at Slack, and I recognize they're not a public company, but we've included them because they're imminently, ah, they will be, ah, they got to a hundred million of ARR from one million in three years, which is just incredible. I think that's probabl…”
Alex FerraraOct 30, 2019▶ 12:20State of the Cloud 2019: Europa Edition | SaaStr Software Community
AssertionSupported
Ferrara: Median Cloud Company Takes 7.3 Years From $1M to $100M ARR
“And what we see is the median company, the median, ah, successful cloud company is getting to this hundred million mark in about 7.3 years. The best companies or the top quartile companies are doing it in a little over five years, and the bottom quartile, it's…”
Alex FerraraOct 30, 2019▶ 13:02State of the Cloud 2019: Europa Edition | SaaStr Software Community
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