AI GCP(Google Cloud Platform) Metrics 
Teamgate
JUNE 11, 2025
Integration with development tools Middleware supports over 200 development tools and connects effortlessly with platforms like Slack and PagerDuty , ensuring alerts are delivered directly to the right channels. By combining logs, metrics, and traces, Middleware offers actionable insights into API performance. “Middleware.io
Tom Tunguz
NOVEMBER 4, 2024
“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” GCP 23 35 52.2% Azure 26 33 26.9%
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Clouded Judgement
JUNE 19, 2024
Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.
Clouded Judgement
SEPTEMBER 27, 2024
Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).
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!
Clouded Judgement
AUGUST 2, 2024
Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Revenue multiples are a shorthand valuation framework.
Clouded Judgement
MAY 31, 2024
.” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. And when this happens, growth companies transition to more of a value based valuation metric (FCF or PE). In theory, companies in ex-growth mode are starting to hit the outer bounds of their maturity curve.
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