2024 AWS GCP(Google Cloud Platform) 
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%
Clouded Judgement
JUNE 19, 2024
It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. Let’s get into some high level data.
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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%.
Tom Tunguz
NOVEMBER 28, 2023
" 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. Time to make some snow angels & sell some software.
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.
Clouded Judgement
APRIL 21, 2023
Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). Every week I’ll provide updates on the latest trends in cloud software companies.
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!
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