Clouded Judgement

OCTOBER 11, 2024

As we head into the end of 2024 I wonder if a similar, but even stronger, budget flush will play out. It feels to me like we saw the same discipline around procurement in 2024 that we saw in 2023, but now there (could) be more budget up for grabs at the end of the year. The macro has only gotten stronger. Cloudflare is up 17%.

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. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

NOVEMBER 28, 2023

“Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. " Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Startup Data 187

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. Azure came in at 31% (constant currency). They then guided to 26-27% Azure growth in Q2.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). The Q4 ‘22 growth rate was 38% YoY.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. Meanwhile, more growth oriented indexes like WCLD rallied hard I do want to finish with this – we very well could have a recession, and a bad one, in 2024. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

SaaStr

JUNE 26, 2024

SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. Why does 2024 in AI feel like 2021?

CTO Hire 143

CTO Hire AI Venture Capital Sales Hiring 143

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

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. Real-time monitoring and alerts Middleware provides near-real-time alerts, refreshing every 15 seconds, which allows teams to detect anomalies and address them before they escalate.

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

How To Buy Saas

MAY 27, 2025

Pro (Feb 2024) matched Gemini 1.0 In 2024 Anthropic released Claude 3 (family: Opus, Sonnet, Haiku) , and in 2025 Claude 4 (Opus 4 & Sonnet 4). In April 2024 Meta released Llama 3 with 8B and 70B parameter versions, trained on ~15 trillion tokens. In late 2024 they launched Mistral Large 24.11 (123B parameters).

Artificial Intelligence 40

Artificial Intelligence AI Search AI Software Review 40

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Cloud services : With Azure, Microsoft offers scalable services, providing businesses with computing power, database storage, and application services. Microsoft Dynamics 365.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

Clouded Judgement

NOVEMBER 1, 2024

” “Azure OpenAI usage more than doubled over the past 6 months” “GitHub Copilot enterprise customers increased 55% quarter-over-quarter” Google on AI “Gemini API calls have grown nearly 14x in a 6-month period.” ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B vs expectations of ~$17B.

AI 167

AI Cloud Technical Advisors AWS 167

How To Buy Saas

JUNE 3, 2025

Access and integration : Some LLMs offer public APIs or cloud deployment (ChatGPT, Claude, Mistral on Azure), while open models can be self-hosted. Enterprise access and pricing: Claude is proprietary and offered via Anthropics API, as well as on cloud partners (AWS Bedrock, Google Vertex AI). Pricing per token is tiered (e.g.

Artificial Intelligence 59

Artificial Intelligence Software Review Development Team Review Technical Review 59