Jun. 3 at 10:41 PM
$AMZN "SaaSpocalypse" is a clear win for AWS as SaaS firms make the pivot to from seat based models to agentic usage based.
*Add AutoDesk to the list of SaaS ldrs increasing their AWS compute spending as they pivot to agentic AI via = MORE AWS.
-Figma, Snowflake(
$6B new commit), ServiceNow(surpassed
$1B AWS), CRM, ADBE, Okta, WorkDay, Sage, IBM to name a few other AWS SaaS customers.