Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date!

Cloud 179

Cloud GCP(Google Cloud Platform) AWS Azure 179

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. and, now, Salesforce buying Tableau, so that trend has continued.

Cloud 107

Cloud Scale AWS Machine Learning 107

SmartKarrot

JANUARY 18, 2022

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 in 2011 by Sanjoe Jose, Talview is one of the fastest hiring and recruitment software for enterprise employers. Freshworks.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

Intercom, Inc.

DECEMBER 31, 2019

It was in August 2011 that Marc Andreessen coined the famous phrase “ Software is eating the world ” in a Wall Street Journal op-ed. 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. Big tech takes over. And then there’s messaging.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

APRIL 24, 2020

I think it was 2011 when they did the annual analyst meeting, and they dropped their revenue forecast by $100 million. I’m very interested in the big picture, what’s the context in which we’re operating, how is that driven by macro trends, et cetera. And the stock popped. Our CEO, of course, was there.

Scale 230

Scale Leadership Technology Strategy 230

Clouded Judgement

FEBRUARY 21, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. If we rewind the clock back to 2011 - one prevailing view at the time was that we were entering a new tech bubble. But, we all know how the 10 years after 2011 turned out for those investing during that “bubble”!

Cloud 159

Cloud AI Search Scale AI 159