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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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. The graph below shows the median net retention going back to 2020.

Cloud 312
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Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! ” Then Microsoft said this: “To meet the growing demand signal for our AI and Cloud products, we will scale our infrastructure investments with FY '25 capital expenditures expected to be higher than FY '24. Top 5 Median: 14.4x

Cloud 152
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The best SaaS apps have these 7 web application security controls

Audacix

In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point. How many of these three things do you offer your prospective customers? Not really.

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AI Food Fights in the Enterprise

Andreessen Horowitz

The Mosaic guys just figured out how to do that at scale for others. Ali: There’s a scaling law. If you’re scaling the parameters up, you have to scale the data with it. If you don’t have that, you’re not going to get the bang for the buck from scaling. It will be like AWS, GCP, and Azure.

AI 110
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PODCAST 78: What this Google Exec Wants You to Know About Success w/ Alison Wagonfeld of Google Cloud

Sales Hacker

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. Google’s Marketing Message and stance on competitors. Subscribe to the Sales Hacker Podcast. About Alison Wagonfeld and Google Cloud (01:52). Welcome to The Sales Hacker Podcast. What You’ll Learn. We’re on iTunes.

Cloud 46
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Founder’s Guide to Scaling Applications: When to Build, When to Buy and What Breaks by Algolia Co-founder (Video + Transcript)

SaaStr

When it comes to seamlessly scaling your applications, a top-notch engineering team will be your foundation. Julian Lemoine, Co-Founder, and CTO of Algolia will share his lessons learned on how to stay focused and innovative as you scale while also avoiding the innovation for innovation’s sake pitfalls. Of course, not at scale.

Scale 121
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Tech Stack: Definition, Components, and Building Tips

User Pilot

Your tech stack not only defines the backbone of your business operations but also influences your ability to innovate, scale, and deliver exceptional value to your customers. Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services.

Azure 52