Clouded Judgement

JUNE 19, 2024

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Let’s get into some high level data.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Tom Tunguz

JULY 25, 2023

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI. The desire for AI is broad. The acceleration is really quite broad.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

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.” “Over 30% of customers use Snowflake to process unstructured data in October.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Here are some highlights from Amazon’s earnings : “We see considerable momentum on the AI front where we’ve accumulated a multibillion-dollar revenue run rate already.”

Cloud 311

Cloud AWS Azure AI 311

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. ZoomInfo, another pure play in B2B on the data side, isn’t seeing any bounce back yet, either: HubSpot: “Yes, We Had a Great Quarter. So not everyone is seeing tougher times these days. Klaviyo, Toast, etc. just had very strong quarters.

Azure 294

Azure AWS Sales B2B 294

Tom Tunguz

APRIL 25, 2024

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. ” Much of the AI spend is at the enterprise, where a 50% reduction in customer support cost or a 75% increase in engineering capacity filters billions to the bottom line.

Azure 213

Azure AI Search Marketing ChatGPT 213

Tom Tunguz

JANUARY 23, 2023

Below, I’ve listed those trends with data & excerpts from the earnings call transcript. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Machine Learning is a Secular Platform Change & a Growth Driver for Software The age of AI is upon us, and Microsoft is powering it.

Azure 256

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 256

SaaStr

MAY 30, 2024

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. Atlassian, Microsoft Azure, and Zoom are good examples of that. How PLG Evolved First, let’s start with PLG and its evolution.

Scale 293

Scale AI Search Azure Sales 293

SaaStr

FEBRUARY 7, 2025

Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Ron explains: “For us the more data you have and the more queries and the more analysis and analytics you can do, and the more value you’re going to get out of the product. For us data consumption continues to grow.”

Scale 169

Scale Sales Hiring Scaling Revenue 169

Tom Tunguz

FEBRUARY 13, 2023

The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

Cloud 243

Cloud Azure Headcount Software Review 243

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

MARCH 22, 2024

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…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally).

AI 190

AI Cloud Revenue Technical Advisors 190

Neil Patel

JANUARY 25, 2021

The thing about data is it helps you make better business decisions. Everyone has questions when it comes to choosing data analysis software. Why are there so many data analytics tools? You have to arrange your data, explain it, present it properly, and then derive a conclusion from it. Which one is worth your money?

Data Analysis 128

Data Analysis Software Data Scale 128

SaaStr

JULY 27, 2019

Here are the top stories: #1: “Russia’s Secret Intelligence Agency Hacked: ‘Largest Data Breach in Its History’ My suggestion: share each data breach and hacking story with your dev team. 2: LinkedIn is Migrating to Microsoft Azure. And ask them if it could happen to you. But it will take 3+ years!! #3:

Cloud 33

Cloud Azure Venture Capital Mobile 33

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. Over the past couple months, we’ve spoken with dozens of Fortune 500 and top enterprise leaders , 2 and surveyed 70 more, to understand how they’re using, buying, and budgeting for generative AI.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

How To Buy Saas

MAY 26, 2025

Retrieval-Augmented Generation (RAG) is a cutting-edge approach in AI that combines large language models (LLMs) with real-time information retrieval to produce more accurate and context-aware outputs. Industry leaders have quickly embraced RAG as a way to build more intelligent AI applications. and real SaaS examples using RAG.

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 52

Clouded Judgement

SEPTEMBER 19, 2023

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 2, 2024

Wayfair CEO compared the drop in spend to home goods to the 2008 financial crisis: “Customers remain cautious in their spending on the home and our credit card data suggests that the category was down by nearly 25% from the peak we saw in the fourth quarter of 2021. Then there’s software specific data points.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

OCTOBER 20, 2023

In general economic data has continued to come in strong (a data point suggesting inflation could stay sticky, and the economy can absorb rates staying higher for longer). Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 167

Cloud Azure AWS Software Review 167

Andreessen Horowitz

APRIL 5, 2024

They addressed the top concern for CISOs: the impact of generative AI on enterprise security. Here’s what they had to say about the key considerations for technology adoption and strategies CISOs can employ to navigate the rise of AI-driven security solutions: 1. What is the biggest security threat that enterprises face today?

Generative AI 101

Generative AI AI Enterprise Technical Review 101

Clouded Judgement

APRIL 11, 2024

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Who are the real AI winners. One of my favorite data sets from the quarter was one my colleague Thomas pulled together. This is the data point shown for Q4 ‘23.

Cloud 184

Cloud Software Azure AWS 184

IT World

JUNE 6, 2019

Microsoft and Oracle are partnering in the cloud, allowing their customers to run enterprise workloads across Microsoft Azure and Oracle Cloud. A direct network connection and identity interoperability between the two clouds will also allow customers to seamlessly migrate workloads and data, the companies said.

Azure 12

Azure Cloud AI Enterprise 12

Tom Tunguz

JANUARY 29, 2025

Microsoft announced earnings yesterday & the data painted a brilliant picture for the future of AI. The AI subset is on a $13b run rate, more than double last year. Azure other cloud services revenue grew 31%. Data center capacity remains the limiting factor, but that constraint should subside by end of year.

Azure 100

Azure Software Review AI Engineering 100

Clouded Judgement

NOVEMBER 10, 2023

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. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Everyone is hoping to find a glimmer of data to suggest that the headwinds are abating and easing. 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

Tom Tunguz

SEPTEMBER 8, 2024

In comparing the two most recent Microsoft earnings calls, Claude highlighted: faster than expected Azure growth (29% vs 27%) AI contributing 8% of Azure revenue up from 7% higher CapEx spending & greater capacity constraints for data centers much better commercial bookings growth : 17% vs 13% Excellent analysis.

Artificial Intelligence 124

Artificial Intelligence Azure AI Search AI 124

Andreessen Horowitz

SEPTEMBER 25, 2023

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution. Ali: Enterprises move slow.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Q2 GDP came in at 2.4%

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

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’re also seeing some real strength in AI Services. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MAY 31, 2024

” Time will tell… Data in chart below show’s the change in full year guide from this quarter vs last quarter. Feels like investors are broadly more comfortable waiting for the data to show up. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

SaaStr

JUNE 26, 2024

The three worlds are: B2B2C B2B2B AI And then there are folks in impacted categories like ZoomInfo , where things haven’t really improved. And there’s AI. Jason tweeted WTF because many things are happening in AI, like 200x ARR rounds. A lot of the funding rounds for AI feel like 2021 again, but only for this subset of people.

CTO Hire 141

CTO Hire AI Venture Capital Sales Hiring 141

Blulogix

MAY 21, 2025

It also gives stakeholders self-service access to real-time cost data. AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. This level of transparency builds trustand enables strategic financial planning. Heres a breakdown.

AWS 59

AWS AI Search Azure Finance 59

User Pilot

FEBRUARY 6, 2023

In this article, we cover everything about different types of actionable analytics, how to collect those actionable insights and the best tools you can use to harness the analytical data. TL;DR Actionable data in data analytics are the insights that are ready to use. What is actionable data in data analytics?

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

Clouded Judgement

MAY 10, 2024

Here’s some data so far: 6 out of 40 (15%) saw ARR shrink from Q4 to Q1 Of companies who gave Q2 guidance, 20 out of 37 (54%) guided BELOW Q2 consensus. So far - you’re either tied to AI tailwinds, or it’s rough out there.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. However, it’s not showing up in the data yet. And everyone hoping for AI acceleration will need to wait.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Andreessen Horowitz

MAY 7, 2024

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. Wiz is also poised to benefit from another paradigm shift that may be even more massive than the move to the cloud: AI. That’s why people love it.

Investment 118

Investment Cybersecurity Azure Cloud 118

User Pilot

MAY 30, 2023

Understanding how to choose CDP vendors that help you harness data, make the most of the insights you gather, and drive growth is a tricky challenge. In this article, we’re going to unpack what a customer data platform (CDP) is, explore the best tools out there, and share a few attractive alternatives. Let’s get into it!

Azure 98

Azure Government Marketplace as a Service Pricing 98