Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. This quarter, the messaging was more of “optimizations are continuing.” Follow along to stay up to date!

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Quarterly Reports Summary Earning season is upon us! Follow along to stay up to date! The economy grew 2.6%

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

JANUARY 21, 2025

Production AI systems are transforming both how we operate our data systems and how we extract insights from them Transition: These aren’t isolated trends. They’re converging to create a fundamentally new way of working with data Slide 4 Clearing: Let’s talk about the great consolidation. at 450 billion parameters.

Data 100

Data AI Search Scale Software Engineering 100