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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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