Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And people thought that trend would continue in to Q1. I’m as excited as ever about the long term cloud software markets. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Tom Tunguz

JULY 25, 2023

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. At last, we see a change in slope in the annual growth rates of the cloud services. The cloud migration is about halfway as percentage of GDP.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Tom Tunguz

NOVEMBER 28, 2023

Consumption continued to grow in the month of October…Consumption trends have improved.” Improved terms from the cloud service providers have contributed to margin expansion.” And as a result, our salespeople are really not inclined to do much in GCP.”

GCP(Google Cloud Platform) 181

GCP(Google Cloud Platform) Azure Data Startup 181

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date! So far - you’re either tied to AI tailwinds, or it’s rough out there.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Back then the median software NTM rev multiple was ~6x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Subscribe now Share Clouded Judgement Leave a comment

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Morgan Stanley released a report yesterday suggesting “cloud optimizations [were] an intensifying headwind in Q1.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Cycle of Cloud Optimizations Q2 earning season has officially kicked off!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Clouded Judgement

SEPTEMBER 19, 2023

, universal access controls (RBAC) or a REST catalog, then we feel that Tabular is the right platform for you! Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Sales Hacker

OCTOBER 7, 2019

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. Google’s Marketing Message and stance on competitors. About Alison Wagonfeld and Google Cloud (01:52). GCP’s Marketing Message in Light of Direct Competition (20:30). About Alison Wagonfeld and Google Cloud.

Cloud 50

Cloud Artificial Intelligence GCP(Google Cloud Platform) Scale 50

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

User Pilot

JULY 28, 2024

Data analysis and interpretation : Apply statistical techniques and tools to analyze data, identify patterns, trends, and correlations, and derive meaningful insights that address business questions or problems. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Data 52

Data Azure Data Analysis Artificial Intelligence 52

User Pilot

JULY 28, 2024

They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. Bonus points : Experience with cloud platforms (AWS, Azure, GCP).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

OPEXEngine

JANUARY 11, 2022

The trend has been bolstered by several customer benefits — primarily, the model provides a clear linkage between what a customer pays and what they use or value they realize. While there is a growing trend toward consumption-based pricing, implementing these new models presents several key challenges: Revenue cannibalization.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

User Pilot

JULY 14, 2024

They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. Analyze data to identify patterns and trends.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Scytale

FEBRUARY 4, 2025

Keeping your head in the clouds might sound dreamy, but managing compliance up there doesnt quite hit the same. Thankfully, with the right tools in your corner, managing cloud compliance becomes far more straightforward, less stressful, and – dare we say – manageable. Whats Cloud Security Compliance, Anyway?

compliance 52

compliance Cloud Azure AWS 52