Remove 2022 Remove AI Remove GCP(Google Cloud Platform)
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Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

SaaStr

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Calendly , a powerful yet simple automated scheduling platform, takes the work out of connecting with others so you can accomplish more. Join these incredible companies to experience all the value of SaaStr! appeared first on SaaStr.

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Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. The “power of the bundle / platform” is very real.

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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.” And everyone hoping for AI acceleration will need to wait. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

The rise of foundation models and generative AI only furthers this trend. But this isn’t another post about AI, it’s about the future of data infrastructure. As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.”

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