Remove Azure Remove Payment Features Remove Technical Advisors
article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Securities and Exchange Commission.

AI 190
article thumbnail

Bulletproof your software with these 12 best application security tools (SAST, DAST, CSPM & WAF)

Audacix

To enhance your application security posture, it's essential to have a comprehensive security structure in place. The security testing structure that I'm recommending to you below is exactly the same that I advise our clients to put in place.

article thumbnail

Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx

Clouded Judgement

” “Azure OpenAI usage more than doubled over the past 6 months” “GitHub Copilot enterprise customers increased 55% quarter-over-quarter” Google on AI “Gemini API calls have grown nearly 14x in a 6-month period.” Altimeter is an investment adviser registered with the U.S.

AI 167