Clouded Judgement

AUGUST 2, 2024

Wayfair CEO compared the drop in spend to home goods to the 2008 financial crisis: “Customers remain cautious in their spending on the home and our credit card data suggests that the category was down by nearly 25% from the peak we saw in the fourth quarter of 2021. Consumers appear to be slowing down.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

SEPTEMBER 27, 2024

Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

SmartKarrot

JANUARY 18, 2022

The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Capillary Technologies was founded in 2008 by Ajay Modani, Aneesh Reddy, and Krishna Mehra. Found in 2008 by Aditya Sanghi and Prabhash Bhatnagar, provides a cloud-based solution to manage hotels and properties.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11