Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Cost optimizations were everywhere. Follow along to stay up to date! Subscribe now Budget Flush Coming?

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

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.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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). Prioritize by impact.

Management 211

Management Government Cost optimization & reporting Engineering 211

Tom Tunguz

JANUARY 21, 2025

We’re seeing this occur within our startups Transition: Speaking of cost, let’s talk about the expense of AI Slide 11 Clearing: In the 24 months after chatGPT3 was released, a parameter race was unleashed where the sizes of models became ever larger, culminating most recently with Lama 3.3 at 450 billion parameters.

Data 100

Data AI Search Scale Software Engineering 100