Tom Tunguz

APRIL 25, 2023

Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. It’s not unlikely Azure’s AI products could achieve a multi-billion dollar run rate by the end of the year.

AI Search 266

AI Search AI Azure GCP(Google Cloud Platform) 266

Clouded Judgement

OCTOBER 11, 2024

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). Cloudflare is up 17%. Datadog is up 14%. Mongo is up 16%. Snowflake is up 14%.

Cloud 167

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

Tom Tunguz

OCTOBER 27, 2022

GCP is more volatile, likely driven by the volatility of bigger deals closing on a smaller revenue base. The data suggests a broader slowdown in software spending as these companies are indices of software buyers’ behavior. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Tom Tunguz

APRIL 6, 2023

Layer : application, platform, or infrastructure? In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Access to proprietary data provides a moat. But there are 100 applications compared to 3 infrastructure vendors.

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

Tom Tunguz

JULY 25, 2023

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Microsoft is investing in data centers to support the needs of companies like Meta who have used Azure to train Llama2, a positive sign of increasing spend for the ecosystem. The desire for AI is broad.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Clouded Judgement

SEPTEMBER 19, 2023

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

Here’s some data so far: 6 out of 40 (15%) saw ARR shrink from Q4 to Q1 Of companies who gave Q2 guidance, 20 out of 37 (54%) guided BELOW Q2 consensus. .” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. Lately, we’ve seen the rise of a number of hosting platforms that are better aligned with modern development practices. It truly is a global multi-master storage platform. It allows an application to write in any region, and to read in any region.

Investment 123

Investment GCP(Google Cloud Platform) AWS Azure 123

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. But even more important right now is cost.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

AUGUST 2, 2024

Wayfair CEO compared the drop in spend to home goods to the 2008 financial crisis: “Customers remain cautious in their spending on the home and our credit card data suggests that the category was down by nearly 25% from the peak we saw in the fourth quarter of 2021. Then there’s software specific data points.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

MAY 31, 2024

” Time will tell… Data in chart below show’s the change in full year guide from this quarter vs last quarter. Feels like investors are broadly more comfortable waiting for the data to show up. So there’s a bit of a “trust us back half acceleration is coming.” Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). This may be a data point to suggest we’re hitting the trough (or close to it). Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season. Let’s double click on Azure.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

IT World

JULY 30, 2019

The hybrid cloud service called Google Cloud VMware Solution by CloudSimple will use VMware software-defined data center (SDCC) technologies including VMware vSphere, NSX and vSAN software deployed on a platform administered by CloudSimple for GCP. RELATED: How to make hybrid cloud work.

Cloud 11

Cloud GCP(Google Cloud Platform) Data Enterprise 11

OpenView Labs

JANUARY 24, 2022

Our goal is to give our customers and the market the data they need to build a solid case and make informed decisions about when they should take advantage of Cloud Marketplaces. . Get the full 2021 State of Cloud Marketplaces Report here to see these findings and even more of our predictions and data.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. The other piece is higher energy costs (to service their data centers). Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” ” Data is more important than ever! .”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

IT World

APRIL 9, 2019

Cisco and Google have expanded their joint cloud-development activities to help customers more easily build secure multicloud and hybrid applications everywhere from on-premises data centers to public clouds. Check out what hybrid cloud computing is and learn what you need to know about multi-cloud.

multi-cloud Kubernetes 72

multi-cloud Kubernetes Cloud GCP(Google Cloud Platform) Development 72

User Pilot

JULY 28, 2024

Interested in data analyst roles? In this guide, we’ll explore the ins and outs of data analyst roles through detailed job descriptions and handy templates. TL;DR A data analyst is a problem-solver who uses their technical skills to uncover valuable insights from data. Looking into tools for data analysts?

Data 52

Data Azure Data Analysis Artificial Intelligence 52

User Pilot

JULY 28, 2024

Interested in data scientist roles? In this guide, we’ll explore the ins and outs of data scientist roles through detailed job descriptions and handy templates. TL;DR A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

IT World

APRIL 9, 2019

Cisco and Google have expanded their joint cloud development activities to help customers more easily build secure multicloud and hybrid applications everywhere from on-premises data centers to public clouds. Check out what hybrid cloud computing is and learn what you need to know about multi-cloud.

multi-cloud Kubernetes 14

multi-cloud Kubernetes Cloud GCP(Google Cloud Platform) Development 14

User Pilot

JULY 14, 2024

Starting a career as a data scientist requires understanding the key steps, skills, and experiences needed for success. In this article, we will outline the typical journey for data scientists, covering educational requirements, entry-level positions, potential advancements, and long-term opportunities. Data Analyst (2-4 years) 3.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Neil Patel

DECEMBER 24, 2020

It helps if the information makes sense, so your DevOps, executives, or other people who have access to the data know what to do with it. Agents then simulate real users and collect data. Also called “passive monitoring,” the system collects data from users. Consider also public reporting.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

Clouded Judgement

AUGUST 11, 2023

However, it’s not showing up in the data yet. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). I’m hopeful we’re getting leading indicators that the light at the end of the tunnel is getting closer.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Baremetrics

JANUARY 25, 2022

From the widespread use of secure, off-site data storage, to the growing digitization of business communications, cloud computing is an increasingly ubiquitous feature of modern business. Inform The first phase of the FinOps process should always be gathering the necessary data.

Payment Services 97

Payment Services SaaS Payments Payment Solutions Scaling 97

CloudGeometry

FEBRUARY 7, 2022

Additional Isolation Options – Supplementary isolation approaches focused on compute and data Storage considerations. Compliance Requirements – perhaps the most significant drivers of isolation are Data Compliance and Consumer Safety/Privacy.These are critical factors driving an organization to opt for an isolation strategy.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development. Essentially, a technology stack consists of an array of software tools and technologies combined to establish a comprehensive platform tailored for web development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Andreessen Horowitz

SEPTEMBER 25, 2023

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] Second, they’re super freaked out about the privacy and security of their data. So that’s 1, they just move slower.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Chart Mogul

JANUARY 28, 2022

Being in the subscription analytics space means data-intensive operations, large volumes, and the ability to often scale accordingly. We researched the market and discovered many tradeoffs and advantages a new provider could bring to the table. Our options were Amazon Web Services (AWS), Google Cloud (GCP), and Azure.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

Intercom, Inc.

JANUARY 24, 2019

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. There are plenty of companies that actually have that initial success. It’s very easy to get something out there and get some initial validation.

Scale 151

Scale Artificial Intelligence Machine Learning Technical Review 151

BetterCloud

APRIL 15, 2020

The amount of data, users, and apps all go through the roof. You have to think about every user, and the data they have access to, within this sprawl of apps. We run Okta and most of our apps are run in AWS and GCP, so it wasn’t too difficult for us. In theory, the more SaaS you adopt, the better.

Management 52

Management GCP(Google Cloud Platform) AWS SaaS 52

How To Buy Saas

MAY 15, 2024

This may include infrastructural support like storage, security, network equipment, and data centers, as well as comprehensive applications built to perform specific tasks. Virtualization of computing resources Helps manage large physical data centers for physical servers. You can get them all through cloud computing.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

FEBRUARY 4, 2024

SaaS security assessment tools provide the flexibility and accessibility of cloud computing that ensure you follow security measures to protect data and applications. By doing this you're able to secure your users' sensitive data and become known as a security-conscious SaaS company.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Companies need to be able to track granular usage data and model usage patterns to support their invoicing, internal sales crediting, and forecasting.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

Audacix

JULY 28, 2022

However, you will most likely view this finding from an IBM Security study to be the most compelling data point when deciding if now is a good time to look at your web application's security standards: Doesn't it then make complete sense to give your potential customers just what they're looking for?

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

Audacix

MAY 11, 2023

API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure. When you perform API vulnerability analysis using API scanning tools, you aim to secure data packets in transit using HTTPS. Remember the infamous Equifax data breach in 2017?

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

NOVEMBER 14, 2023

So, while the laws for cyber security and data protection are becoming more stringent around the globe, it is advised by NIST to integrate the right security testing tools in your SDLC and CI/CD process for continuous monitoring of security issues. AWS, Azure or GCP. It provides analysis reports with recommendations for developers.

Underperforming Technical Team 40

Underperforming Technical Team GCP(Google Cloud Platform) Mobile Cloud 40

SaaStr

OCTOBER 17, 2019

We’ve close to 3,000 server distributed in more than 70 data centers and we are between 200 and 300 billion API call amounts. Like we distribute the data by a factor of three to make sure like we have some high availability. So we have one API, it’s crucial data. We then flip the company to the US.

Scale 173

Scale Scaling CTO Hire Part-Time VPE 173