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. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 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

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

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

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

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

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

SaaStr

JULY 27, 2019

What did the 100,000+ subscribers to SaaStr’s Cloud Daily find most interesting in the Cloud this week? 2: LinkedIn is Migrating to Microsoft Azure. 3: Microsoft Invests $1 BIllion in OpenAI to Develop AI Technologies on Azure. The Cloud Wars continue to heat up. Cloud is Huge. and Europe). #6:

Cloud 31

Cloud Azure Venture Capital Mobile 31

Neil Patel

JANUARY 25, 2021

A unique feature of Zoho Analytics is its AI-powered assistant that can answer all your questions in the form of meaningful reports. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud.

Data Analysis 128

Data Analysis Software Data Scale 128

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. Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. You don’t handle maintenance or updates.

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

OPEXEngine

FEBRUARY 15, 2022

Cloud Operations and Platform Support. Hosting & infrastructure expenses span processing servers, data storage, internet connectivity, and any third-party software that supports SaaS security, control, and monitoring. Professional Services. Customer Support. 3rd Party Fees.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

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 150

Sales Recruiting Cloud CTO Hire Scale 150

Navint

AUGUST 26, 2019

Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. This investment included adding capabilities to support recurring revenue requirements such as contract prorations and support for consumption/usage-based models. Fast-forward to Fall 2018.

Azure 40

Azure Outsourced Development Scale Finance 40

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