Clouded Judgement

OCTOBER 11, 2024

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). Cloudflare is up 17%. Datadog is up 14%. Mongo is up 16%. Snowflake is up 14%.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

SEPTEMBER 27, 2024

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. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! As a reminder, these expenditures are dependent on demand signals and adoption of our services that will be managed through the year.” Falling rates have not been enough to move multiples.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. The “power of the bundle / platform” is very real.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Lack of modern cloud features and managed services.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

CloudGeometry

FEBRUARY 7, 2022

The AWS Well-Architected Framework is one such approach that helps adopt architectural best practices (whether or not you run on AWS) and adapt continuously. That, of course, dictates the isolation models used for information and access management. Governing authorities lay down regulation on private data protection.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

Clouded Judgement

SEPTEMBER 19, 2023

If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. object storage + Iceberg), then we believe that Tabular is the right platform for you! If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!)

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

IT World

APRIL 9, 2019

Anthos will let customers run applications, unmodified, on existing on-premises hardware or in the public cloud and will be available on Google Cloud Platform (GCP) with Google Kubernetes Engine (GKE), and in data centers with GKE On-Prem , the company says.

multi-cloud Kubernetes 72

multi-cloud Kubernetes Cloud GCP(Google Cloud Platform) Development 72

IT World

APRIL 9, 2019

Anthos will let customers run applications, unmodified, on existing on-premises hardware or in the public cloud and will be available on Google Cloud Platform (GCP) with Google Kubernetes Engine (GKE), and in data centers with GKE On-Prem , the company says.

multi-cloud Kubernetes 14

multi-cloud Kubernetes Cloud GCP(Google Cloud Platform) Development 14

Intercom, Inc.

JANUARY 24, 2019

Knowing when it’s time to become a platform is a delicate thing, as Mike Kreaden , Managing Director of Salesforce Incubator, discovered. You’ve had a number of roles at Salesforce since you joined the company back in early 2002, from product management to startup relations. How to know when to become a platform.

Scale 151

Scale Machine Learning Artificial Intelligence Technical Review 151

Baremetrics

JANUARY 25, 2022

In recent years, a new discipline of financial management has emerged in response to cloud technologies and organizations growing reliance on cloud IT architectures and cloud-based business processes. Act FinOps Tools Cost Management Software Financial Modeling Tools EDI Systems Conclusion. Table of Contents. What Is FinOps?

Payment Services 97

Payment Services SaaS Payments Payment Solutions Scaling 97

BetterCloud

APRIL 15, 2020

The session, “SaaSOps: A Practice to Discover, Manage & Secure Your SaaS Apps,” which was presented on April 2, focused on the evolution of SaaSOps and the main pillars of the practice, and included a customer panel. AWS was launched in 2006, and the term “DevOps” was first used in 2009. This is SaaS Management.

Management 52

Management GCP(Google Cloud Platform) AWS SaaS 52

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Audacix

FEBRUARY 4, 2024

These types of SaaS application security tools helps your development and security teams test security controls within your apps and APIs, particularly critical controls like authentication and access management, secure database operations and encryption and others. Want to make your developers self-reliant with application security?

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

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. Companies must activate the entire c-suite and multiple task forces to manage multiple work streams that include several dependencies. This is no small task.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

User Pilot

JULY 28, 2024

They collaborate with product managers, marketing teams, and other stakeholders to translate their analytical findings into actionable business strategies. Bonus points : Experience with cloud platforms (AWS, Azure, GCP). Experience with data visualization tools (e.g., Tableau, Power BI).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

How To Buy Saas

MAY 15, 2024

Among the most popular cloud computing models, IaaS PaaS SaaS is mostly managed by system managers in different companies and is used by companies of all sizes. Virtualization of computing resources Helps manage large physical data centers for physical servers. Ensure cloud security and compliance.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

MAY 11, 2023

A vulnerability assessment tools or virtual app scanning for your software team has become as important as your git repository or your ticket management system. That's why vulnerability management using cloud platform vulnerability scanning tools will help you find and fix security threats like: Poorly configured IAM policies.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

User Pilot

JULY 14, 2024

Data Science Manager/Director (10+ years) Data scientists rely on a suite of powerful tools designed to collect, process, analyze, and visualize data. Bonus points : Experience with cloud platforms (AWS, Azure, GCP). Junior Data Analyst (0-2 years) 2. Data Analyst (2-4 years) 3. Data Scientist (4-7 years) 4.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Audacix

NOVEMBER 14, 2023

This automated vulnerability testing tool can scan web applications even behind the login credentials page, helps you automate end-to-end API security as well as helps you secure your cloud platform console, eg. AWS, Azure or GCP. Manual Pen Test: Yes 3. Sounds too good? Want to see how on-the-job AppSec coaching works?

Underperforming Technical Team 40

Underperforming Technical Team GCP(Google Cloud Platform) Mobile Cloud 40

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. Of course, they were a Wikipedia page listing like all the managed DNS available on the market. I never managed to convince them. The geo distribution is done by the DNS.

Scale 169

Scale Scaling CTO Hire Part-Time VPE 169

Scytale

FEBRUARY 4, 2025

Keeping your head in the clouds might sound dreamy, but managing compliance up there doesnt quite hit the same. Thankfully, with the right tools in your corner, managing cloud compliance becomes far more straightforward, less stressful, and – dare we say – manageable.

compliance 52

compliance Cloud Azure AWS 52

Scytale

APRIL 16, 2025

Youre building a product, managing a small (but mighty!) Whether youre dealing with sensitive user data, building a SaaS platform, aiming to get or stay compliant with ISO 27001 , SOC 2 , GDPR , or another key framework, or simply making sure your teams login info doesnt end up on the dark web, security for startups is a must.

Technical Review 40

Technical Review Startup Software Review compliance 40