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

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. This means we got commentary for the first time on May trends. As many of you know, the data points I’m looking for are any signs of consumption trends starting to tick back up.

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

FEBRUARY 17, 2023

Summers","date":"Sun Feb 12 21:48:44 +0000 2023","photos":[],"quoted_tweet":{},"retweet_count":26,"like_count":158,"expanded_url":{"url":"[link] Sees ‘Turbulent’ Time","description":"Former US Treasury Secretary Lawrence H.

Cloud 130

Cloud Azure Revenue Subscription 130

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 3, 2023

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). This is for information purposes and should not be construed as an investment recommendation. And the median guide is 0.4%

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

JUNE 20, 2023

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. Change in 2023 Consensus Revenue Estimates Tying all of these metrics together is another one of my favorites: the change in revenue consensus estimates for the 2023 calendar year.

Cloud 161

Cloud Software Benchmarks Scale 161

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

Tom Tunguz

APRIL 25, 2024

Microsoft’s Azure is winning share directly from Amazon. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. " The rest of Azure is still growing in a nice clip of 24% annually. “We now have 1.8 “We now have 1.8

Azure 188

Azure AI Search Marketing AI 188

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. In 2023, the average spend across foundation model APIs, self-hosting, and fine-tuning models was $7M across the dozens of companies we spoke to. Budgets for generative AI are skyrocketing.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

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

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

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

Full Session

NOVEMBER 16, 2022

Google announced that the Universal Analytics service, which currently finds use in many businesses, will be deprecated on October 1, 2023. 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. What is GA4?

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 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