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This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. ” They’ll look at things like cost, scalability, compliance, etc. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan. Do you have ARR or ERR?
Even the giants like Amazon, Twitter, and Meta have been reducing headcount, with many other companies following in their footsteps. Sometimes, organizations do have processes in place to meet regulatory compliance measures like SOC 2 and ISO 27001.
Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. Security and compliance are strong, with Wiz turning down billions from Google. But Google Cloud, Azure, and GitLab are all benefiting and on fire. But Google Cloud, Azure, and GitLab are all benefiting and on fire.
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