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- Vanta Hits $4B Club 🔐
Vanta Hits $4B Club 🔐
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Welcome to SaaS Wire — your backstage pass to the hottest in software and services!
What we’ll cover today:
🧠 Google’s $85B capital spend: how AI is rewriting the infra game
🔐 Vanta’s $4B valuation and why cybersecurity SaaS is heating up
📊 What this means for SaaS investors and infra startups
Source : Google
Google (aka Alphabet) is spending even more this year, with a total of $85B, to meet AI and cloud demand.
🚨 Breaking News:
Google raised its 2025 capital spend forecast to $85B due to a $106B cloud backlog and rising infrastructure needs.
⚡Wire Simplified:
Google’s cloud revenue rose 32%, hitting $13.6B in Q2
Demand has created a $106B backlog
Most spend goes to servers and data centers
Spending could increase even more in 2026
Higher expenses now mean smaller short-term profits
✔️Straight to the Point:
Google is betting big on cloud and AI. Profits might shrink short-term, but this is a long play for dominance.
🧠 Do you think Google’s massive AI cloud spend will pay off? |
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Source : Vanta
Vanta, a startup that helps companies check cybersecurity boxes, raised $150M and now holds a $4B valuation.
🚨 Breaking News:
Vanta’s new $150M funding round, backed by CrowdStrike and others, shows demand for tools that simplify cybersecurity compliance.
⚡Wire Simplified:
Vanta helps meet standards like SOC 2 and ISO
Over 12,000 customers including Atlassian and Snowflake
Tools speed up supplier security reviews
Raised $504M since 2021
CEO says growth matches top SaaS players
✔️Straight to the Point:
Cybersecurity is no longer optional. Vanta’s tools are becoming a must-have for fast-growing SaaS and enterprise companies alike.
My guest on Uncapped this week was @peterfenton, one of the most successful early stage investors of all time.
We talked about applying the ideas of evolution to business, the practice of venture, and matching your work to what personally motivates you.
He's incredibly
— Jack Altman (@jaltma)
3:30 PM • Jul 23, 2025
There are 5 frontier AI labs in China now:
1. DeepSeek (V3, R1): China's OpenAI
2. Alibaba Qwen (3, 3Coder): Google
3. Bytedance (Seed): Meta
4. Hailuo (Minimax): X AI
5. Kimi (K2): AnthropicThe US is ahead, but China's pace is ridiculous, and at likely a much lower cost.
— Deedy (@deedydas)
8:16 AM • Jul 24, 2025
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