Clouded Judgement

OCTOBER 28, 2022

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. At the same time, Azure came in below expectations. Follow along to stay up to date! The economy grew 2.6%

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. If we rewind back the clock to the start of 2022 the big debate was rates. This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And people thought that trend would continue in to Q1. Best practices around procurement, vendor evaluation and software spend management have become embedded in large organizations coming out of 2022 / 2023. Follow along to stay up to date!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

How To Buy Saas

JUNE 18, 2025

This fuels a robust ecosystem of AI chips (Nvidia, AMD), cloud AI services (AWS Sagemaker, Azure AI, Google Cloud AI), and SaaS integration (Salesforce Einstein, Microsoft 365 Copilot, Adobe Firefly). User sentiment in France has warmed – optimism about AI jumped +10% since 2022. In 2025, U.S. private AI investment reached $125.3

AI 69

AI Scale Technical Review Software Review 69

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. billion by 2022. 28% of IT spending will shift to the cloud by 2022. SaaS trends that are on the rise. SaaS revenue is expected to reach $143.7

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. They just reported Q4 ‘22, and in the full year 2022 they grew 63%. As you can tell, there’s a BIG drop-off projected in 2023 Like Azure, they called for a big slowdown of consumption trends in the month of December.

Cloud 130

Cloud Azure Payment Features Subscription 130

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After all, the real headwinds to software started in the Q3 / Q4 2022 timeline, so by Q3 / Q4 2023 we’d start lapping those tough periods. Maybe with the exception of hyperscalers (particularly Azure). Follow along to stay up to date!

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

SEPTEMBER 19, 2023

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). A key benefit of foundation models is their ability to add reason and logic on top of unstructured data.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Chart Mogul

APRIL 7, 2022

Since Baremetrics announced its most recent price hike, effective April 2022, ChartMogul has a more comprehensive feature set and it makes more financial sense. But to succeed in SaaS, you need to understand the trends driving those top level numbers – the micro metrics behind the macro. Grow your recurring revenue with ChartMogul.

Payment Features 52

Payment Features Systems Review Churn Azure 52

SaaStr

AUGUST 26, 2022

As SaaStr Europa 2022 drew to a close, attendees took one more opportunity to ask Jason questions about topics like how to navigate the current market, the future of work, playing in a crowded space, and hiring your first VP of Sales. I think Azure’s like 7,000, Google. Those are the tactical trends to take advantage of.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

Full Session

NOVEMBER 6, 2022

They give companies insight into everything from customer behavior and purchasing trends to the performance of their websites or apps. Mixpanel analysis lets you set up events and track trends you consider essential. The FullStory Competitors You Need to Evaluate in 2022. Best Smartlook Alternatives in 2022.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52

Full Session

NOVEMBER 16, 2022

User trends. Feedback trends. Mixpanel also offers a decent list of integrations, with over 50 apps, including Amazon Web Services, Microsoft Azure, Google Cloud, Hubspot, Slack, Snowflake, and Zendesk. Best Smartlook Alternatives in 2022. The FullStory Competitors You Need to Evaluate in 2022. Segment health.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

SaaStr

AUGUST 22, 2020

366: The buzz that accompanies digital transformation trends is infinite. I think that there is probably another couple orders of magnitude of growth in these markets, which is why I don’t get that energized by like, “Okay, is Azure in the lead? This episode is an excerpt from a session at SaaStr Summit: Enterprise.

Sales Recruiting 205

Sales Recruiting Cloud CTO Hire Sales Hiring 205

How To Buy Saas

JUNE 3, 2025

The Rise of GPT Competitors Since ChatGPTs 2022 debut, many GPT competitors have emerged. Access and integration : Some LLMs offer public APIs or cloud deployment (ChatGPT, Claude, Mistral on Azure), while open models can be self-hosted. Major clouds like Azure even host Mistral Large for free deployment.

Artificial Intelligence 59

Artificial Intelligence Software Review Development Team Review Technical Review 59