Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 314

Cloud Scale AWS AI 314

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Anyone should be able to build any Cloud solutions they want. To build an app for that industry, you need to know a business to build SaaS for it. #2 What does that mean?

Generative AI 300

Generative AI AWS Artificial Intelligence AI 300

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.

Data Analysis 258

Data Analysis Cloud Data Scaling 258

Tom Tunguz

JULY 28, 2022

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider.

GCP(Google Cloud Platform) 324

GCP(Google Cloud Platform) AWS Startup Azure 324

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. We enable customers to drive business results from open source that trigger true transformations. With Aiven, developers can do what they do best: create applications. Grab tickets here.

Cloud 276

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 276

Tom Tunguz

OCTOBER 22, 2022

Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud. They will manage their own servers to reduce the $3m annual AWS bill by 60%. Basecamp’s 60% reduction in cloud COGS isn’t anomalous. Inspecting & controlling cloud costs may be the more appealing path.

Sales Hiring 266

Sales Hiring Cloud AWS Sales 266

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 263

Scale Marketplace as a Service Cloud SaaS Payments 263

Tom Tunguz

OCTOBER 27, 2022

Google Cloud Platform. Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter. A year ago, these business units grew at 44% annually. Microsoft Azure. Amazon Web Services.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Hitenism

NOVEMBER 7, 2016

In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B run rate business and has made up for an incredible 67% of Amazon’s operating revenue last quarter.

AWS 189

AWS New CTO Scale CTO 189

SaaStr

MARCH 16, 2019

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Number 2 is still awfully big in the largest market in all of Cloud: [link]. A huge donation, driven by the Cloud: [link]. A huge donation, driven by the Cloud: [link].

Cloud 214

Cloud AWS Systems Review Software Review 214

Tom Tunguz

JULY 26, 2022

Today, Microsoft & Google revealed the health of their infrastructure business units. Google Cloud Platform. That suggests the cloud market is quite strong. Google may have greater sector exposure to clients that are suffering through a recession: retail, ecommerce, & advertising-based businesses. Microsoft Azure.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Cloud Azure AWS 223

Intercom, Inc.

JANUARY 12, 2021

So when it comes to building your technical strategy, you need to assess each component in relation to what success will look like for your business. Multi-cloud architectures. If you’ve been paying attention to any loud marketing efforts over the last few years, you have definitely heard about multi-cloud.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269

SaaStr

AUGUST 5, 2021

We all know times are good in SaaS and Cloud — but just how good? Is it all the big public cloud vendors and a handful of outliers? AWS accelerated to 37% YoY growth , up from 32% last quarter. Really impressive, accelerating, Datadog quarter. HubSpot accelerated to 53% YoY growth , up from 44% a year ago. Make it so.

SaaS 340

SaaS AWS Cloud Scaling 340

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Follow along to stay up to date! which feels unlikely.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

OCTOBER 26, 2023

This drop in prices has grown AWS into a $90b revenue business in 17 years. As storage & compute became less expensive, the economic viability of new use cases became increasingly apparent & developers built software on the cloud. AWS Aurora has benefitted from efficiency gains since 1986 - 37 years of development.

Blockchain 282

Blockchain AWS Pricing Innovation 282

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.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Tom Tunguz

JANUARY 28, 2020

Typically, the data resides in the customer’s cloud account. This cloud account has many names but no real moniker yet. Some call it a VPC for virtual private cloud. Others call it cloud prem, a contraction of cloud and on-prem(ises). Today, many of those data centers are in the cloud, hence cloud prem.

VPCs (Virtual Private Cloud) 223

VPCs (Virtual Private Cloud) Cloud Enterprise Data 223

Intercom, Inc.

MARCH 26, 2020

As the COVID-19 situation continues to impact people, businesses, and communities everywhere, we know it is more important than ever to stay in touch with your customers, and Intercom is committed to helping you stay connected. We have robust plans in place to ensure we continue to deliver the highest levels of technical and business service.

AWS 192

AWS Business Scale Cloud 192

SaaStr

MAY 5, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. AWS: -> “Slack disclosed that it signed a new five-year deal with AWS with an annual commitment to spend a minimum of $50 million on cloud services. One space in cloud where growth slowed. Who always wins?

Cloud 160

Cloud AWS Pricing Revenue 160

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS 286

AWS Scale Sales Hiring Marketing 286

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Today, the market seems a lot more worried about business fundamentals / growth. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Follow along to stay up to date! Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 265

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 265

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Much, Much, Much More Efficient Than 12-24 Months Ago The story of almost every Cloud leader. But like many SaaS and Cloud leaders today, the bigger ones are still growing faster. AWS alone generated $175m of contract value for Okta, growing 130%.

Fractional VPE 288

Fractional VPE Part-Time VPE Scale SMB 288

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. I’m as excited as ever about the long term cloud software markets. Follow along to stay up to date!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. When the tailwinds of new business start to overcome the headwinds of optimization (or when headwind of optimization becomes a tailwind of net expansion).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. Follow along to stay up to date! It’s very tricky to predict.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date!

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. Cloud LLM Infrastructure Microsoft OpenAI Snowflake Nvidia Databricks Mosaic Google Anthropic Oracle Cohere Amazon HuggingFace Microsoft has invested over $10b, plus significant development efforts to work with OpenAI.

Artificial Intelligence 240

Artificial Intelligence AI AWS Cloud 240