AWS Definition GCP(Google Cloud Platform) 
Clouded Judgement
JUNE 19, 2024
It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. Because of this we have to use an implied ARR metric.
Clouded Judgement
MAY 10, 2024
” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Next week we’ll get the earnings from larger retailers like Walmart and HomeDepot, so we’ll have a clearer picture on “is the consumer holding up.”
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Clouded Judgement
MAY 31, 2024
That figure is still quite bad, but the environment in software land definitely got worse in April. The challenge is, while FCF has definitely improved across the board, there are still many companies who’s growth has slowed significantly and FCF generation hasn’t followed suit (or the FCF generation is just low).
Clouded Judgement
JULY 28, 2023
AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?
User Pilot
APRIL 29, 2024
In this guide, we’ll explore the definition, components, and essential building tips for constructing a robust tech stack! Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services.
Andreessen Horowitz
SEPTEMBER 25, 2023
But now that I finally realize how valuable this dataset I have is, I definitely don’t want to give it to you, or you, or you. It will be like AWS, GCP, and Azure. I just realized how valuable my data actually is. I’m sitting on a treasure trove and I’m going be super successful. I should be careful about this.
SaaStr
OCTOBER 17, 2019
And we were using a solution from Amazon AWS… We had one big issue first, which was a number of regions they were supporting were not the same vendors. We did use at the end Nightbreed solution, which is a mix of APIs plus custom code and we use the GCP platform for that with … Data Flow, a lot of different products.
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