Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc.

Merchant Services 75

Merchant Services Payment Services Payment Features Payments 75

Clouded Judgement

SEPTEMBER 15, 2023

Let’s put aside the short term, and think about what the drivers will be of software valuations over the next couple quarters into the first half of 2024. Are 2024 estimates too high? Are 2024 estimates correct, and what level of re-acceleration is baked in? As you can see, for the most part 2024 estimates stayed constant.

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. Meanwhile, more growth oriented indexes like WCLD rallied hard I do want to finish with this – we very well could have a recession, and a bad one, in 2024. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

How To Buy Saas

APRIL 25, 2024

The Development of the SaaS Field through Years Today, the software as a service market boasts tremendous global revenue and is projected to achieve a valuation of $232 billion in 2024. To evaluate these benefits, a soft launch in 2024 will allow us to observe the system’s impact without full-scale implementation.

Artificial Intelligence 52

Artificial Intelligence AI Trends Machine Learning 52

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. 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

User Pilot

APRIL 30, 2024

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Software as a Service (SaaS): SaaS providers have ready-to-use software applications over the internet on a subscription basis. Online invoicing : Manage and track invoices to maintain cash flow with ease.

SaaS Payments 79

SaaS Payments Payment Services Payment Methods Payment Solutions 79

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Confluent, Datadog, Snowflake, Mongo don’t have the same luxury :) Microsoft also gave specific commentary that they don’t expect Office Copilot revenue to really kick in until first half of 2024.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130