Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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 is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

SaaStr

OCTOBER 13, 2022

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

GCP(Google Cloud Platform) 193

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 193

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. At last, we see a change in slope in the annual growth rates of the cloud services. The cloud migration is about halfway as percentage of GDP.

Azure 196

Azure GCP(Google Cloud Platform) AI Cloud 196

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

BetterCloud

MAY 21, 2021

At the start of 2020, Forrester predicted that 17% of the $13 trillion in B2B spend would flow through marketplaces by 2023. However, as B2B e-commerce continues to boom amid the COVID-19 pandemic, Forrester now believes this could become reality as early as this year. Additionally, our application is already running on GCP.

GCP(Google Cloud Platform) 52

GCP(Google Cloud Platform) Cloud B2B Technology 52

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

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