Tom Tunguz

JANUARY 23, 2023

I’m watching public company earnings to identify early weaknesses in the software market. The transcript highlights the major trends in software of 2023. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. About 70% of commercial Office subscribers use Teams.

Azure 242

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 242

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. As I’ve talked about before, the big risk for 2023 are fundamentals - are forward estimates too high? We know software is impacted from macro - but how bad will it get? Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). Iceberg is an open table format developed by Ryan Blue and Dan Weeks (2 of the 3 co-founders of Tabular) while they were at Netflix. This prevents bad data from leaking downstream.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

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. Various specialists – like marketers, product managers, UX designers, and product teams – can benefit from the data collected by these platforms. It improves collaboration with your team members.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52