Tom Tunguz

NOVEMBER 4, 2024

“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” GCP 23 35 52.2% Azure 26 33 26.9%

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225

Clouded Judgement

JUNE 19, 2024

GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. I’ll get into more data later on - but forward estimates largely remained unchanged coming out of Q1 earnings (meaning full year 2024 estimates stayed the same pre / post earnings).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “I don’t even hear the words AI and budget in the same sentence.” And as a result, our salespeople are really not inclined to do much in GCP.”

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Startup Data 187

Clouded Judgement

NOVEMBER 10, 2023

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

MAY 10, 2024

So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. We’ll see if anything improved in the month of April, or if it was another challenged month.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 11, 2023

And everyone hoping for AI acceleration will need to wait. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023.

Trends 130

Trends Cloud Azure GCP(Google Cloud Platform) 130

Teamgate

JUNE 11, 2025

The importance of such rapid alerting was highlighted during the CrowdStrike outage in July 2024, emphasizing the need for swift responses. is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. “Middleware.io ” – Tatevik H.,

Scale 52

Scale Payment Solutions SaaS Payments Payments 52