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. Q/Q Growth Rate Change.

GCP(Google Cloud Platform) 322

GCP(Google Cloud Platform) AWS Startup Azure 322

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. So what are these consensus estimates and who creates them?

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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.” Powell said the Fed staff no longer is forecasting a recession.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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). The warehouse is then optimized for efficient access (typically through SQL) to that data, with a number of other properties layered in (like governance, access, security, etc).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Baremetrics

JANUARY 25, 2022

A key aspect of the analysis stage of your FinOps program is the prediction of future cloud resource requirements, known as usage forecasting. Examples of cost management software include in-platform cost optimization modules like GCP Billing and AWS Cost Explorer.

Payment Services 97

Payment Services SaaS Payments Payment Solutions Scaling 97

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Thus, almost axiomatically, the model exacerbates the challenge of accurately forecasting revenue, as well as setting accurate quotas.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52