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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.

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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed. Our best-in-class app tools, automation, dashboards and reporting help you drive strategic customer conversations, boost productivity and scale effectively.

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

Layer : application, platform, or infrastructure? In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). The PC increased GDP by 0.006%, according to NBER That alone should turn heads.

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Profit Dollars per GPU Dollar

Tom Tunguz

AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” GCP 23 35 52.2% Azure 26 33 26.9%

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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.

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Moving ChartMogul to AWS and Kubernetes

Chart Mogul

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. Ultimately, we decided to go with AWS. Managed databases.

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What Is FinOps and How Can It Help Businesses Scale Their Financial Processes

Baremetrics

FinOps, which stands for Financial Operations, combines the latest technologies and methods to help businesses scale their financial processes adequately and efficiently. Examples of cost management software include in-platform cost optimization modules like GCP Billing and AWS Cost Explorer. Image source 3.