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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

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The decade software ate the world

Intercom, Inc.

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. To give some perspective, there were about 300 million smartphones sold in 2010. There is a great responsibility to ensure it trends towards the former, not the latter. There are about 3.2

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Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Maybe with the exception of hyperscalers (particularly Azure). Follow along to stay up to date! And the median guide is 0.4%

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Authentication Standoff: OAuth vs SAML

Frontegg

This obviously is a less user-friendly option, unlike passwordless authentication for SaaS applications, another upcoming trend. OAuth is essentially an authorization framework that was released as an open-standard all the way back in 2010, with companies like Google and Twitter adopting it almost instantly. What is OAuth?

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Authentication Standoff: OAuth vs SAML

Frontegg

This obviously is a less user-friendly option, unlike passwordless authentication for SaaS applications, another upcoming trend. OAuth is essentially an authorization framework that was released as an open-standard all the way back in 2010, with companies like Google and Twitter adopting it almost instantly. What is OAuth?

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Top 30 SaaS Companies in India

SmartKarrot

Found by Manoj Dawane in 2016, VTION is an Indian-origin media technology innovation company that aims at measuring media audiences by analyzing consumer trends and behaviors. Found by Girish Mathrubootham and Shan Krishnasam in 2010, Freshworks specializes in providing SaaS customer engagement solutions to businesses of all sizes.