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

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. As we head into the end of 2024 I wonder if a similar, but even stronger, budget flush will play out. Follow along to stay up to date! Subscribe now Budget Flush Coming? First - what is a budget flush? The macro has only gotten stronger.

Cloud 167

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

Tom Tunguz

NOVEMBER 28, 2023

Consumption continued to grow in the month of October…Consumption trends have improved.” And as a result, our salespeople are really not inclined to do much in GCP.” ” For startups operating within data, which tops buyers’ lists , this news further signals a stronger market in 2024.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Startup Data 187

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

Trends 130

Trends Cloud Azure GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. So far - you’re either tied to AI tailwinds, or it’s rough out there.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). ” They anticipate Q1 will be the peak pressure on cloud spend, and we may see a re-acceleration heading into 2024.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130