Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software
Clouded Judgement
NOVEMBER 3, 2023
Maybe with the exception of hyperscalers (particularly Azure). Namely, two large customers caused a huge issue (New Relic account growing very slowly post their acquisition, and a gaming company going back on prem - which I’m guessing means going to self managed Kafka?). All the headwinds that have persisted continue to persist.
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