Microsoft as a Mirror - What We Can Expect for SaaS in 2023
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. Spending Won’t Ramp Again Until Optimization Stops in about a Year Customers are optimizing their cloud spend in 2023. Yesterday, Microsoft announced earnings.
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