AI Cost optimization & reporting Scale 
Clouded Judgement
FEBRUARY 2, 2024
Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations. Sometimes new workloads are AI related. Follow along to stay up to date!
Clouded Judgement
OCTOBER 27, 2023
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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Clouded Judgement
JUNE 19, 2024
The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.
Tom Tunguz
JANUARY 21, 2025
Slide 1 Clearing: While data world consolidates, capabilities have exploded with AI. 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.
BetterCloud
MARCH 5, 2025
Lets dive into how to navigate the complexities of SaaS vendor management, focusing on cost optimization and risk mitigation to benefit both your IT systems and your financial health. For example, your sales and marketing teams may be subscribed to different business proposal tools. What is SaaS vendor management?
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