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The Capex Conquest in the Cloud

Tom Tunguz

Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. “Moving to AWS. Each of these businesses are large enough to justify it.

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Top 30 SaaS Companies in India

SmartKarrot

A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.”