Clouded Judgement

MARCH 22, 2024

” Let’s look at consumption revenue - this is also not technically recurring! This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). Source: [link] I won’t go into the specifics of each layer (catalog, metadata, and data layers), but if you want more technical detail this post does a great job.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Audacix

JUNE 9, 2023

The security testing structure that I'm recommending to you below is exactly the same that I advise our clients to put in place. AWS WAF is a great option for software and DevOps teams that are already using AWS services or looking for a scalable and flexible WAF solution.

Software Review 66

Software Review Software DevOps as a Service AWS 66

Audacix

AUGUST 11, 2023

What this means for security teams: you should be supported with greater senior executive sponsorship and leadership as non-technical executives realise and accept the scope of change that must be undertaken. Right from front-of-house customer service teams, to senior executives to your most technical developers and engineers.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

SaaStr

MAY 15, 2020

How does Bridget advise her CS reps the best ways for them to build trust with their clients? Because we sell a technical product to technical people, they’ve actually been distributed for quite some time because in order to get great talent, you’ve got to be distributed. When should one hire their first CS rep?

Sales Hiring 254

Sales Hiring Scale Technical Review Outsourcing Services 254

Clouded Judgement

NOVEMBER 1, 2024

” “Azure OpenAI usage more than doubled over the past 6 months” “GitHub Copilot enterprise customers increased 55% quarter-over-quarter” Google on AI “Gemini API calls have grown nearly 14x in a 6-month period.” ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B vs expectations of ~$17B.

AI 167

AI Cloud Technical Advisors AWS 167