User Pilot

JULY 18, 2023

15 best product management software solutions of 2023 Here’s our list of product management software tools that can help you achieve your product goals. Pitch – for enabling product managers to pitch plans to stakeholders Pitch is a presentation application. Product management software: ProductPlan.

Software Review 98

Software Review Software Management Azure 98

Clouded Judgement

MAY 10, 2024

After a strong finish in Q4, we saw a return to weaker demand conditions in the first quarter, similar to what we experienced in 2023. This post and the information presented are intended for informational purposes only. The buyer urgency that we saw in December did not carry over into Q1. Securities and Exchange Commission.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

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 post and the information presented are intended for informational purposes only. This means we got commentary for the first time on May trends.

Cloud 144

Cloud Azure Trends Forecasting 144

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

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 Payment Features Subscription 130

Clouded Judgement

MAY 31, 2024

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. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

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).

Trends 130

Trends Cloud 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 post and the information presented are intended for informational purposes only. And the median guide is 0.4%

Software Review 167

Software Review Cloud Software Azure 167

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 167

Cloud Software Benchmarks Scale 167

Clouded Judgement

SEPTEMBER 19, 2023

Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure. 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 GCP(Google Cloud Platform) Scale 130

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

How To Buy Saas

FEBRUARY 27, 2025

was trained with more data and new techniques on OpenAIs Azure supercomputers , making it an even more robust AI assistant. or Who won the Nobel Prize in Physics in 2023? ), theres a significantly higher chance it will get it right or admit it doesnt know, rather than inventing a figure or name. Initially, access to GPT-4.5

ChatGPT 40

ChatGPT AI Search Software Review AI 40