AI Cloud GCP(Google Cloud Platform) 
Clouded Judgement
JUNE 19, 2024
Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.
Tom Tunguz
APRIL 25, 2023
Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. But the story in this quarter’s reports is AI. In Azure, we expect revenue growth to be 26% to 27% in constant currency, including roughly 1 point from AI services.
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Tom Tunguz
APRIL 6, 2023
There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI.
Tom Tunguz
JULY 25, 2023
At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI.
Clouded Judgement
SEPTEMBER 27, 2024
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.
SaaStr
JULY 19, 2022
Calendly works with Google, Office 365 and Outlook calendars and apps like Salesforce, Stripe, PayPal, Google Analytics, GoToMeeting and Zapier for a seamless user experience. Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation.
Clouded Judgement
MAY 31, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI.
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