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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. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Sometimes new workloads are AI related. Follow along to stay up to date!

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The decade software ate the world

Intercom, Inc.

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. Big tech takes over. Rise of the cloud and SaaS businesses.

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Best Data Analysis Software

Neil Patel

It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. It has an innovative drag-and-drop functionality through which users can create dashboards without any professional help. The software then uses all this information to create powerful drop-and drag reports.

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16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

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.

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What Are SaaS Products + 22 Successful SaaS Companies to Follow

User Pilot

Microsoft offers enterprise solutions, productivity suites, and cloud services for both B2B and B2C sectors, emphasizing innovation and efficiency. Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Mixpanel analytical dashboard.

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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

The rise of foundation models and generative AI only furthers this trend. But this isn’t another post about AI, it’s about the future of data infrastructure. As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.”

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SaaStr Podcasts for the Week with Byron Deeter, Elliott Robinson, Henry Schuck, and Jason Lemkin

SaaStr

Byron Deeter and Elliott Robinson, partners at Bessemer Venture Partners, offer macro trends in the public and private cloud markets, strategic advice to cloud founders, and insights into why entrepreneurs should feel auspicious about the future. Azure has been gaining on them rapidly and is growing a double that rate.