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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. A budget flush occurs when companies rush to spend remaining budgeted funds before the fiscal year ends, often due to a "use it or lose it" mentality. As a result, software vendors often see an uptick in revenue and bookings during these periods.

Cloud 167
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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. ” Now that we’re getting through this initial wave of experimentation and AI buildout, there’s quite a bit of sticker shock when the OpenAI bills come due! Datadog Gives Software the All Clear? So what happened?

Cloud 190
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Consumption-based pricing models: transition guidance for CFOs

OPEXEngine

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. Many companies want to migrate their subscription or perpetual business to consumption pricing models; however, it doesn’t always result in incremental business.

Pricing 52
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Moving ChartMogul to AWS and Kubernetes

Chart Mogul

We used configuration management and Infrastructure as Code tools (Saltstack and Terraform) to manage things. We kept growing over the years, and by 2019 we found ourselves looking at a fleet of somewhere around 50 machines in constant need of management, software updates, security patches, and so on. Limited hardware choices.