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). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Because of this we have to use an implied ARR metric.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

MAY 10, 2024

” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Next week we’ll get the earnings from larger retailers like Walmart and HomeDepot, so we’ll have a clearer picture on “is the consumer holding up.”

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

MAY 31, 2024

That figure is still quite bad, but the environment in software land definitely got worse in April. The challenge is, while FCF has definitely improved across the board, there are still many companies who’s growth has slowed significantly and FCF generation hasn’t followed suit (or the FCF generation is just low).

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

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.” ” Data is more important than ever! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

User Pilot

APRIL 29, 2024

In this guide, we’ll explore the definition, components, and essential building tips for constructing a robust tech stack! Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Microsoft Azure load balancer.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Andreessen Horowitz

SEPTEMBER 25, 2023

But now that I finally realize how valuable this dataset I have is, I definitely don’t want to give it to you, or you, or you. It will be like AWS, GCP, and Azure. I just realized how valuable my data actually is. I’m sitting on a treasure trove and I’m going be super successful. I should be careful about this.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Scytale

APRIL 16, 2025

Additionally, it integrates well with other tools and can be deployed on AWS or Azure. Datadog Datadog is a powerful and versatile cloud monitoring tool that integrates seamlessly with popular cloud providers like AWS, Azure, and GCP. DOWNLOAD WHITEPAPER 6.

Technical Review 40

Technical Review Startup Software Review compliance 40