Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. However, if we rewind the clock to a year ago, the budget flush at the end of 2023 felt stronger than most years. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.”

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

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

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 Government 100