SaaStr 796: The Secrets Inside Google Cloud’s Growth with Sarah Kennedy, Vice President Google Cloud Marketing | The Official SaaStr Podcast: SaaS | Founders | Investors | Podwise
This episode explores the rapid growth of Google Cloud and the evolving role of AI in B2B SaaS. Against the backdrop of Google Cloud's 30% quarterly growth, the discussion centers on the key drivers behind this success, particularly the company's leading position in AI solutions. More significantly, the conversation delves into Google Cloud's market share gains, highlighting a shift from individual workload migrations to broader adoption fueled by AI initiatives. For instance, the partnership between Google Cloud and Salesforce, a multi-billion dollar deal, exemplifies this trend, emphasizing the integration of AI-powered agents and enhanced security features. As the discussion pivoted to the sales and go-to-market strategies, the importance of a long-term, customer-centric approach was underscored, emphasizing developer training and education as crucial factors in successful cloud migrations. In contrast to traditional CIO-led cloud decisions, AI adoption is increasingly driven by developers, leading to a bottom-up approach to technology selection. What this means for the future of B2B SaaS is a developer-centric AI landscape, where cost concerns are secondary to the imperative of staying ahead of the curve and leveraging the power of AI for business transformation.
