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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

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Clouded Judgement 10.28.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%.

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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. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). In this post, I’ll focus more on the data lake portion of the diagram above.

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The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. . From our 2021 State of Cloud Marketplaces Report , here are three recommendations for software sellers in 2022. .