Cloud Cost optimization & reporting Scaling 
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.
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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.
Intercom, Inc.
APRIL 28, 2021
Startups are designed to grow quickly, but high growth rates can generate huge costs as new infrastructure is introduced and scaled to meet demand. Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). At Intercom, shipping is our heartbeat.
CloudGeometry
MARCH 3, 2022
In this blog series, we explore how these three dimensions figure into key technical recommendations which enable scale in pursuit of SaaS business growth. Cost to serve a customer-facing feature is money that comes out of your pocket, and goes straight into the cloud provider’s pocket. So why put it on our shortlist?
CloudGeometry
APRIL 25, 2022
Optimize cloud economics and drive Business Goals. One reason is that many enterprises do not run everything on public clouds. Support tools that enforce all kinds of security policies at any access point, e.g. single-sign-on (SSO), feature flags, Cloud Access Security Brokers (CASBs) among others.
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.
Expert insights. Personalized for you.
167 
Let's personalize your content