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Investing in Tigris

Andreessen Horowitz

The traditional clouds (AWS, GCP, and Azure) are getting dated. Lately, we’ve seen the rise of a number of hosting platforms that are better aligned with modern development practices. Tigris is built to make the application developer’s job as simple as possible. It truly is a global multi-master storage platform.

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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S.

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Moats : how to develop competitive advantage? The PC increased GDP by 0.006%, according to NBER That alone should turn heads.

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Clouded Judgement 1.6.23

Clouded Judgement

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! It’s very tricky to predict.

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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

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. This is for information purposes and should not be construed as an investment recommendation. Follow along to stay up to date!

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ISVs vs SaaS: What’s the Difference?

Stax

TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. Learn More What are ISVs?

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IaaS PaaS SaaS: Mastering The 3 Different Cloud Service Models

How To Buy Saas

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Testing and Development: IaaS solutions make it quicker and more cost-effective for companies to set up and scale their testing and development environments. Why would you need PaaS?