Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Past performance is no guarantee of future performance. Securities and Exchange Commission.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

Clouded Judgement

SEPTEMBER 27, 2024

Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). This is for information purposes and should not be construed as an investment recommendation. Securities and Exchange Commission.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. But these investments aren’t cheap. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Securities and Exchange Commission.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Altimeter is an investment adviser registered with the U.S.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

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. Altimeter is an investment adviser registered with the U.S.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. As I have talked about previously, the two quarters of contracting GDP were more of a head fake driven by one offs (net exports and private investments). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 4, 2023

The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. Then Q2 came in at 12% (must have seen improvements throughout the quarter).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). 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

Clouded Judgement

SEPTEMBER 19, 2023

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. This is for information purposes and should not be construed as an investment recommendation or a solicitation to engage in any investment activity.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

BetterCloud

MAY 21, 2021

Since 73% of B2B buyers say that purchasing through channels such as marketplaces is “very convenient,” it was an easy decision for us to invest in GCP Marketplace availability. Additionally, any GCP customer who has a committed spend contract can now apply those funds towards BetterCloud. Why Google?

GCP(Google Cloud Platform) 52

GCP(Google Cloud Platform) Cloud B2B Technology 52

Clouded Judgement

AUGUST 11, 2023

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. However, it’s not showing up in the data yet. And everyone hoping for AI acceleration will need to wait.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. Time will tell if the strong economy and labor market lead to a resurgence of inflation in the back half of the year. 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

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

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. John: You guys have made a lot of investments or bets on early stage companies. “We’re really trying to accelerate success.

Scale 151

Scale Machine Learning Artificial Intelligence Technical Review 151

Casey Accidental

FEBRUARY 26, 2024

This can make it tricky to evaluate as an engineer, designer, product manager or CEO if the investment will bear fruit and whether one should keep going. Bigger swings generally mean a longer amount of time building toward something that could work in the future. Google on GCP? Amazon on Alexa?

Underperforming Technical Team 63

Underperforming Technical Team Scale GCP(Google Cloud Platform) Startup 63

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. Planning and investments. It is very common for companies to use multiple pricing models for different products, segments, and/or use cases.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Examples of IaaS Cloud Providers Amazon Web Services (AWS) Google Cloud Provider (GCP) IBM Cloud Microsoft Azure PaaS Taking a step ahead from IaaS, let us introduce you to PaaS or Platform-as-a-support.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

User Pilot

JULY 28, 2024

Experience working with cloud platforms (AWS, Azure, GCP) is desirable. Professional Development : We invest in our employees’ growth by providing opportunities for training, conferences, and mentorship. Benefits Competitive Salary : We offer a competitive salary commensurate with experience and qualifications.

Data 52

Data Azure Data Analysis Machine Learning 52

Audacix

JULY 28, 2022

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. Some more knowledgeable people might also advise you to invest in cybersecurity training for your development team. Table Of Contents Why is cloud application security important?

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

SaaStr

OCTOBER 17, 2019

People were investing a lot of time to have good performance, but they were not reaching a good enough results. So our initial bet was performance could make a big difference. Even if we decided to use bare-metal infrastructure, even if we decided to do everything ourself, we did try to lower our investment as much as possible.

Scale 169

Scale Scaling CTO Hire Part-Time VPE 169

Tom Tunguz

NOVEMBER 4, 2024

GCP 23 35 52.2% Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. Azure 26 33 26.9%

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225

Scytale

APRIL 16, 2025

Datadog Datadog is a powerful and versatile cloud monitoring tool that integrates seamlessly with popular cloud providers like AWS, Azure, and GCP. Why startups love it: Continuous cloud and application monitoring Easy integration with major cloud providers (AWS, Azure, GCP) Customizable dashboards and alerts for quick, actionable insights 7.

Technical Review 40

Technical Review Startup Software Review GCP(Google Cloud Platform) 40

Scytale

FEBRUARY 4, 2025

Whether you’re using AWS, GCP, or MS Azure as your IaaS (Infrastructure as a Service) provider, hosting your data in the cloud doesnt automatically mean its secure. Moving to the cloud comes with big perks – lower IT costs, increased speed of operations, flexibility of product offerings, and seamless collaboration, to name a few.

compliance 52

compliance Cloud Azure AWS 52