Clouded Judgement

OCTOBER 11, 2024

For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. However, if we rewind the clock to a year ago, the budget flush at the end of 2023 felt stronger than most years.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

JANUARY 21, 2025

We’re seeing this occur within our startups Transition: Speaking of cost, let’s talk about the expense of AI Slide 11 Clearing: In the 24 months after chatGPT3 was released, a parameter race was unleashed where the sizes of models became ever larger, culminating most recently with Lama 3.3 at 450 billion parameters.

Data 100

Data AI Search Scale Software Engineering 100