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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Any disruption of service at this facility could harm our business… We currently intend to add a second data center facility in 2008, the primary purpose of which is to add capacity.

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Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

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Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Back then the median software NTM rev multiple was ~6x.

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Top 30 SaaS Companies in India

SmartKarrot

CloudCherry is a cloud-based CRM ( customer relationship management ) company that assists its clients’ tracking and enhancing their customer engagement. Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.” CloudCherry.

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Twilio: The First $100m+ ARR with Jeff Lawson, CEO/Co Founder (Video + Transcript)

SaaStr

Twilio is a cloud communications platform that allows software developers to embed communications into the apps that they’re building. At the end of the day, Twilio still sells communications, AWS still sells servers, but the way we’re selling it is different than how it was done in yesteryear. Jeff : Yeah, I saw one.

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SaaStr Podcasts for the Week with Tidelift and Cloudflare

SaaStr

This is where the cloud meets. And we started CloudFlare during the economic downturn right after the financial crisis in 2008. ” Because again, it was 2008. And I remember AWS was growing really quickly. And at the time there was a big debate of, will big companies ever really use AWS? You know the deal.

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Everything You Need to Know About Freemium Pricing

OpenView Labs

In their freemium plan, AWS offers a year’s worth of micro instance for free – a time-bound freemium model. AWS needs adequate time to get a skeptical developer to understand the value that they offer, to get the developer hooked on the product and build on top of it, and to eventually recommend AWS to a fellow developer.

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