Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. Who are the real AI winners. 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. net retention and CAC payback). Is Software Rebounding?

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 161

Cloud Azure AWS Software Review 161

Tom Tunguz

APRIL 6, 2023

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI. The video is here.

Generative AI 208

Generative AI AI GCP(Google Cloud Platform) Startup 208

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. And everyone hoping for AI acceleration will need to wait. Private companies like CoreWeave and Lambda (who offer cloud GPUs) are also seeing a big boost.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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.” Improved terms from the cloud service providers have contributed to margin expansion.”

GCP(Google Cloud Platform) 140

GCP(Google Cloud Platform) Azure Data Startup 140

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

JULY 19, 2022

Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers.

GCP(Google Cloud Platform) 215

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 215

Clouded Judgement

SEPTEMBER 19, 2023

Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade. The rise of foundation models and generative AI only furthers this trend. However, the two are intertwined together. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Intercom, Inc.

DECEMBER 31, 2019

The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. Rise of the cloud and SaaS businesses. If the smartphone is foundational to the social changes we’ve seen in the past decade, then the cloud is foundational to how business has changed.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

User Pilot

APRIL 30, 2024

Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources. Microsoft offers enterprise solutions, productivity suites, and cloud services for both B2B and B2C sectors, emphasizing innovation and efficiency.

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

OPEXEngine

OCTOBER 25, 2019

Meanwhile, the global public cloud software as a service (SaaS) market is hitting an annual run rate of $100B in 2019 and forecast to grow to US $157 billion in 2020, more than doubling the market size from 2014. Cloud services spending is also fueling the data center hardware and software market to grow to $150 billion.

Trends 40

Trends Marketing SaaS Azure 40

ProfitWell

SEPTEMBER 10, 2020

Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7 28% of IT spending will shift to the cloud by 2022. Gartner is also predicting that nearly a third of IT spending will shift to the cloud by that same year.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Audacix

MAY 11, 2023

Cloud platform vulnerability scanning tools Most businesses are shifting to a cloud-based model and using cloud infrastructure for their applications and APIs because of higher flexibility and scalability. This cloud infrastructure also needs to be secured. Other best-practice cloud security controls.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

Sales Hiring 157

Sales Hiring Scale Payments Cloud 157

SaaStr

AUGUST 22, 2020

We’re using digital workflows and storing data in the cloud, but the rest of the world, this was an overnight just shift in how people worked and how they communicated. Five people in the digital team were looking at blockchain projects and three people on that digital team were looking for long term AI transformation.

Sales Recruiting 148

Sales Recruiting Cloud CTO Hire Scale 148

SmartKarrot

JANUARY 18, 2022

CloudCherry is a cloud-based CRM ( customer relationship management ) company that assists its clients’ tracking and enhancing their customer engagement. Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.” CloudCherry.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11