Clouded Judgement

MAY 31, 2024

And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. .” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

NOVEMBER 10, 2023

Model providers (OpenAI, Anthropic, etc as companies start building out AI). Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Intercom, Inc.

JANUARY 24, 2019

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. Obviously we’ve seen a lot of changes in terms of tech and business models, but what would you say has stayed the same in that space?

Scale 151

Scale Machine Learning Artificial Intelligence Technical Review 151

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Some of these include: Create a cluster of nodes per tenant Use IAM and other platform constructs to prevent tenant boundary-crossing. Investors like Bessemer have bet and made billions on the SaaS trajectory.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130