Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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…). Follow along to stay up to date!

AI 183

AI Revenue Cloud Technical Advisors 183

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. The desire for AI is broad. Yesterday, Microsoft & Google announced earnings.

Azure 207

Azure GCP(Google Cloud Platform) AI Cloud 207

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Sometimes new workloads are AI related. Follow along to stay up to date!

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Tom Tunguz

JANUARY 23, 2023

The transcript highlights the major trends in software of 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]. At some point, the optimizations will end.

Azure 247

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 247

Tom Tunguz

NOVEMBER 28, 2023

Consumption continued to grow in the month of October…Consumption trends have improved.” " 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.”

GCP(Google Cloud Platform) 145

GCP(Google Cloud Platform) Azure Data Startup 145

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. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. Azure came in at 31% (constant currency).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

APRIL 11, 2024

Who are the real AI winners. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Follow along to stay up to date!

Cloud 161

Cloud Azure AWS Software Review 161

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. Yesterday, Cloudflare announced earnings.

Cloud 233

Cloud Azure Headcount Software Review 233

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

Intercom, Inc.

DECEMBER 31, 2019

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.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. SaaS trends that are on the rise. Here are some of the biggest trends in the industry right now: Cloud-based Services. AI Integrations.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. Cost of revenue is trending down for SaaS companies, leading to higher gross margins. and Adobe is in third place with 6.7%

Trends 40

Trends Marketing SaaS Azure 40

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%+. Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud 130

Cloud Azure AWS Generative AI 130

User Pilot

FEBRUARY 6, 2023

It gives insights into trends and patterns by considering past actions within your product. Diagnostic analytics Diagnostic analytics involves finding the root cause behind customer data trends. H2O Driverless AI uses machine learning workflows to help you make business and product decisions.

Artificial Intelligence 97

Artificial Intelligence Data Software Review Machine Learning 97

Neil Patel

JANUARY 25, 2021

It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. A unique feature of Zoho Analytics is its AI-powered assistant that can answer all your questions in the form of meaningful reports. The software then uses all this information to create powerful drop-and drag reports.

Data Analysis 128

Data Analysis Software Data Scale 128

OpenView Labs

FEBRUARY 9, 2021

While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. “Usage-based pricing will be the key to successful monetization in the future.”. Land-and-expand is real.

Scale 98

Scale Pricing Scaling AWS 98

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 AI Enterprise Artificial Intelligence 145

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Reports : With customizable reports , Mixpanel enables you to visualize data and track trends over time. What are the benefits of the SaaS model? Mixpanel analytical dashboard.

SaaS Payments 88

SaaS Payments Payment Services Payment Methods Payment Solutions 88

Clouded Judgement

SEPTEMBER 19, 2023

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.”

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

SmartKarrot

DECEMBER 1, 2021

Power BI is a Microsoft product, and it works with Azure only, now that is a huge limitation. Additionally, its visualization tool allows data transformation and identification of trends and patterns. This tool fails to offer some crucial Business Intelligence capabilities like augmented analytics and AI experiences.

Underperforming Technical Team 10

Underperforming Technical Team Business SaaS Cloud 10

SaaStr

SEPTEMBER 13, 2020

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.

Sales Hiring 159

Sales Hiring Scale Payments Cloud 159

SaaStr

AUGUST 22, 2020

366: The buzz that accompanies digital transformation trends is infinite. 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. This episode is an excerpt from a session at SaaStr Summit: Enterprise. Aaron Levie: Exactly.

Sales Recruiting 148

Sales Recruiting Cloud CTO Hire Scale 148

SmartKarrot

JANUARY 18, 2022

Found by Manoj Dawane in 2016, VTION is an Indian-origin media technology innovation company that aims at measuring media audiences by analyzing consumer trends and behaviors. Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.” Freshworks.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11