Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. Follow along to stay up to date!

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Clouded Judgement

FEBRUARY 2, 2024

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. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Last quarter Azure AI was at a $500m run rate.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152