How Much Should You Expect Your Startup to Slow in 2022?
Tomasz TunguzVenture Capitalist at Redpoint If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. How Much Should You Expect Your Startup to Slow in 2022?
AWS announced earnings earlier today and reported 33% growth. That concludes this quarter’s IaaS earnings scorecard reports & provides us a complete picture of the infrastructure buyer’s index. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. Larger businesses face more daunting challenges sustaining higher growth rates, so AWS numbers are expected. GCP reported 37% growth & Microsoft 40%.
All three businesses reported a decline in their growth rates. On average, these business units recorded a 21% decline in growth rate. Earlier this year, founders estimated a 30% ARR drop in their businesses. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. The 21% decline should provide founders an input into their forecasts for the remaining two quarters of 2022, especially infrastructure startups. Anticipate at least a 21% decline in growth rate for your base plan. |
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