Clouded Judgement
MARCH 22, 2024
” Let’s look at consumption revenue - this is also not technically recurring! This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This brings me to AI (everything leads to AI these days…).
SaaStr
FEBRUARY 21, 2024
AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. That’s a high value for AWS.
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Clouded Judgement
OCTOBER 20, 2023
Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications.
User Pilot
MAY 10, 2023
Artificial intelligence is revolutionizing our everyday lives, and marketing is no different, with several examples of AI in marketing today. From communication to automation, the latest updates in AI are genuinely bridging the gap between science fiction and reality. Marketing AI best practices. AI-powered marketing tools.
Andreessen Horowitz
APRIL 30, 2024
In this conversation, a16z General Partner David Haber talks with Marco Argenti, the chief information officer at Goldman Sachs, about bringing fintech processes into financial services, turning developers into clients, and how AI is a major inflection point in the history of technology. David: Totally.
Intercom, Inc.
FEBRUARY 26, 2018
As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general. Basic technology execution is becoming easier too. There are more technology jobs than ever before. Choose standard technology. Choose standard technology.
Intercom, Inc.
JANUARY 12, 2021
From premature optimization to over-engineering solutions for your product, it’s easy to get caught up in making technology decisions that slow you down instead of speeding you up. So when it comes to building your technical strategy, you need to assess each component in relation to what success will look like for your business.
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