Remove 2023 Remove Cost optimization & reporting Remove Investment
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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. However, if we rewind the clock to a year ago, the budget flush at the end of 2023 felt stronger than most years. Cost optimizations were everywhere.

Cloud 167
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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.

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Top Themes in Data Transcript

Tom Tunguz

” Content: They want simplification, not more point solutions Companies want to optimize costs. Content: AI is rewriting every rule about what’s possible with data Those two forces in tension will make for an exciting 2025 Slide 2 Clearing: My name is Tomasz Tunguz, founder and general partner at Theory.

Data 100