Cloud Related Topics 
Tom Tunguz
APRIL 30, 2024
Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.
Clouded Judgement
MARCH 29, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Q4 Earnings Summary This week wrapped up Q4 earning season. I’ll post a more fulsome recap later, but will give a short summary here.
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Clouded Judgement
MARCH 1, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Shades of 2021 in Venture Markets Private markets are really starting to heat up, and I’m starting to see shades of 2021.
Clouded Judgement
APRIL 26, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! The full quote is below: “We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments.
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Deployment: Benefits and drawbacks of hosting on premises or in the cloud. Application Design: Depending on your capabilities, you can choose either a VM or a container-based approach. Packaging and Deployment Workflow: Embedded analytics solution should work seamlessly with your current application.
Clouded Judgement
FEBRUARY 2, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Subscribe now Share Clouded Judgement Leave a comment
SaaStr
OCTOBER 24, 2023
And yet, overall Cloud spend continues to grow to record levels. Their Cloud business is on fire. SAP expects to close the year out with their Cloud and SaaS businesses at a $15 Billion run-rate. And even at that scale, Cloud sales are growing a stunning 16% (!). Their $15 Billion Cloud Business is Accelerating.
Speaker: Ahmad Jubran, Cloud Product Innovation Consultant
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Speaker: Ryan Bryers, SVP of Global Engineering
In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud!
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The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.
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