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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 161
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SaaStr Podcasts for the Week with Tidelift and Cloudflare

SaaStr

And so when we think back to what was happening when we started back in 2010 when we were working on this idea in 2009, we just saw there’s this huge shift going on, where we were going from a world from hardware and software that you owned, to services in the cloud that you rented. And I remember AWS was growing really quickly.

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Top 30 SaaS Companies in India

SmartKarrot

Found by Girish Mathrubootham and Shan Krishnasam in 2010, Freshworks specializes in providing SaaS customer engagement solutions to businesses of all sizes. Companies can create content that increases conversions and dialogues by using the tool’s metrics. Freshworks. Capillary Technologies.

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Starting Up In A Downturn with Cloudflare COO and Co-Founder Michelle Zatelyn (Video + Transcript)

SaaStr

And so when you think back to what was happening, when we start back in 2010, when we were working on this idea in 2009, we just saw there’s this huge shift going on, where we were going from a world from hardware and software that you owned to services in the cloud that you rented. And I remember like AWS was growing really quickly.