Clouded Judgement

SEPTEMBER 15, 2023

AWS growth seems to be re-accelerating, and qualitative feedback from a number of companies in Q2 (especially those with July quarter ends) suggested new customer bookings conversations were picking up. The graph below shows the difference between 2024 consensus growth rates and 2023 consensus growth rates (so 2024 growth minus 2023 growth).

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. From the S&P to software, consensus was 2023 estimates were too high, and set to fall meaningfully. Let’s imagine a world where we don’t have a recession in 2023. The market was offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

Chart Mogul

NOVEMBER 30, 2023

Updating the data engineering stack streamlined data processing; reducing the time and effort invested in manual data handling. Ahead of big releases planned at the time ( destinations in 2022 and CRM in 2023) we needed a holistic view of our product usage, enriched with subscription and enrichment data from the various platforms we use.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023. However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Blulogix

NOVEMBER 8, 2023

Here are some notable examples: Cloud Computing Major cloud providers like AWS, Azure, and Google Cloud offer pay-as-you-go pricing, enabling businesses to access computing resources based on their actual usage. Investing in robust billing and invoicing systems. Providing clear and transparent pricing models for customers.

Technology 52

Technology Pricing Payment Features Subscription 52

Panintelligence

FEBRUARY 7, 2024

Echoing this statement, Sarah Pritchard, Executive Director of Markets at The Financial Crime Summit 2023, says Sometimes people mistakenly think that because banks can reimburse victims, no one really loses out. You must constantly be innovating, and companies will be spending more and more on this for an awful long time."

Payments 52

Payments Data Payment Services Payment Solutions 52

SmartKarrot

MARCH 2, 2023

Here are the top 15 venture capital podcast leaders shaping the industry with their visionary and thought leading podcasts covering a range of topics from startups, investments, trends, interviews, and more! He invested in more than 20 early-stage companies. Azeem is also a creator of the Exponential View newsletter and podcast.

Venture Capital 10

Venture Capital Scale Entrepreneurship EKS (Elastic Kubernetes Service) 10

Audacix

AUGUST 11, 2023

Table Of Contents India's Digital Personal Data Protection Bill, 2023, (DPDPB) is going to force IT decision makers like you to completely rethink how your organisation collects, processes, stores and secures customer, vendor, employee and partner data. Examples include: Veronis, Azure Purview, AWS Macie.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

Chart Mogul

DECEMBER 6, 2023

Before 2023, the term “generative AI” was met with blank faces. We reached out to SaaS founders, operators, … Before 2023, the term “generative AI” was met with blank faces. SaaS investment will close at around $100B this year, a four year low, and down from $264B in 2021. What will 2024 bring?

AI Search 52

AI Search SaaS Generative AI ChatGPT 52

Clouded Judgement

SEPTEMBER 19, 2023

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Sales Hacker

AUGUST 18, 2023

Alon Waks , former VP Market @ Kustomer @ Bizzabo now fractional CMO They will likely need investments in a surrounding sales ecosystem – technical sales, services scoping, POC/pilot expectations are massively different at that deal size. Invest in the Right Team This is a big bet. So if you’re thinking about going alone, don’t.

Scale 67

Scale VP of Engineering Sales Hiring Enterprise 67

OpenView Labs

DECEMBER 15, 2020

Cloud marketplaces like AWS Marketplace, Azure Marketplace and Google Cloud Platform Marketplace are digital storefronts where companies can list their offerings for software buyers to find, purchase and provision software. . Tackle’s survey found that 70% of sellers are ready to invest more in marketplaces as a go-to-market strategy.

Marketplace as a Service 52

Marketplace as a Service Cloud Scale B2B 52

Mucker Capital

APRIL 6, 2023

Hila Qu joined Mucker’s Tony Yang for an Ask-Me-Anything (AMA) conversation about Product-Led Growth (PLG) for Startups to kickoff the 2023 Mucker Growth Series. If you have a very complicated product–for example you sell AWS or you sell Snowflake–those are infrastructure products. You need to invest at least a year or even two years.

Startup 52

Startup Scale CTO Hire Outsourced Development 52

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Don’t be the seller who has to close-lost a deal because you aren’t there. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

SaaStr

OCTOBER 25, 2019

I’ll share a story with Loren about that, maybe toward the end, but my first job in software, in internet was in E-commerce and then I fell away from it, but I made a few investments. Jason Lemkin: I invested in a company Algolia, that does search-as-a-service, and they bet super early on Shopify, before Shopify Plus launched.

Sales Hiring 107

Sales Hiring Sales Recruiting Scale Underperforming Technical Team 107