2023 GCP(Google Cloud Platform) Investment 
SaaStr
OCTOBER 13, 2022
In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Grab tickets here. .
Clouded Judgement
OCTOBER 11, 2024
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. All of that could create a good setup for software in Q4!
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Tom Tunguz
JULY 25, 2023
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.
Clouded Judgement
MAY 10, 2024
After a strong finish in Q4, we saw a return to weaker demand conditions in the first quarter, similar to what we experienced in 2023. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.
Clouded Judgement
MAY 31, 2024
This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. The “power of the bundle / platform” is very real.
Clouded Judgement
AUGUST 11, 2023
The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023. However, it’s not showing up in the data yet.
BetterCloud
MAY 21, 2021
At the start of 2020, Forrester predicted that 17% of the $13 trillion in B2B spend would flow through marketplaces by 2023. However, as B2B e-commerce continues to boom amid the COVID-19 pandemic, Forrester now believes this could become reality as early as this year. Why Google? How this benefits you.
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