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How Much Should You Expect Your Startup to Slow in 2022?

Tom Tunguz

AWS’s growth rate is the slowest of the three largest public infrastructure clouds. GCP reported 37% growth & Microsoft 40%. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. With about 39% market share, AWS reigns supreme as the largest provider.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Where was redundant spend that could be consildated. Follow along to stay up to date!

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. There are 4 questions startups should ask themselves about building with generative AI. Layer : application, platform, or infrastructure? I had a blast putting this deck together.

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Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

Improved terms from the cloud service providers have contributed to margin expansion.” " Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure.

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Microsoft's Billion Dollar AI Business

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.

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5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

SaaStr

As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. Unfortunately, the process is long and can feel like a blackbox for startups starting from scratch. 5 – Configure Your Infrastructure.