Cloud Cost optimization & reporting Scale 
Clouded Judgement
JUNE 19, 2024
Q1 earnings season for cloud businesses is now behind us. The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. The growth shown below is a year-over-year growth for reported quarters.
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. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations.
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Clouded Judgement
OCTOBER 27, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. This quarter, the messaging was more of “optimizations are continuing.” Staggering scale already.
Tom Tunguz
JANUARY 21, 2025
After a decade of expanding complexity in the modern data stack, companies are dramatically simplifying their architectures - and getting better results Second, we’re seeing a renaissance of scale-up computing. Content: I use my MacBook Pro to run 70 billion parameter models, which are equivalent to GPT 3.5 at 450 billion parameters.
BetterCloud
MARCH 5, 2025
Lets dive into how to navigate the complexities of SaaS vendor management, focusing on cost optimization and risk mitigation to benefit both your IT systems and your financial health. For example, your sales and marketing teams may be subscribed to different business proposal tools. What is SaaS vendor management?
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