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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes new workloads are AI related. Sometimes they’re classic cloud migrations.

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Picking Teams in AI

Tom Tunguz

Clouds are picking teams in one of the most important dislocations in software. Cloud LLM Infrastructure Microsoft OpenAI Snowflake Nvidia Databricks Mosaic Google Anthropic Oracle Cohere Amazon HuggingFace Microsoft has invested over $10b, plus significant development efforts to work with OpenAI.

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Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS 210
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State of the Cloud 2019: Europa Edition with Alex Ferrara, Bessemer Venture Partners (Video + Transcript)

SaaStr

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.

Cloud 100
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Run Less Software

Intercom, Inc.

Innovative startups. The first army are innovative startups. The arrival of cloud computing, IaaS, PaaS etc. Cloud computing is dominant. AI is potentially the next elephant waiting to enter the room. Investors are incentivised to put their money anywhere other than a bank. Best in class public companies (e.g.

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The decade software ate the world

Intercom, Inc.

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.

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Keeping data secure in Fintech

Panintelligence

As innovation in Fintech SaaS increases, so does the pressure to safeguard sensitive data. But Andy says Fintech SaaS is hitting a big challenge: mixing innovation with tight security. Fintech companies are all about pushing tech boundaries, but the more they innovate, the bigger the risk of sophisticated cyber threats.