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Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. If they stumble, we’re in for a rough patch.

Cloud 239
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Google Cloud Anthos now available for AWS, with Azure to follow

IT World

Google Cloud has announced that Anthos — the company’s software for deploying and managing Kubernetes workloads across multiple on-prem and cloud environments — now supports running workloads on rival cloud platform Amazon Web Services (AWS), with Microsoft Azure support still in preview for now.

Azure 69
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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

That’s much more work than the automatic credit card payment with AWS. Can you imagine a site reliability engineer managing 15 to 20 tokens, coordinating with finance teams to ensure proper treasury management, while ensuring high uptime? Third, software engineers decentralize only a subset of the app.

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Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

” Unstructured data is the growth engine : 17x growth y/y suggests a small number last year, but phenomenal interest. “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. “I don’t even hear the words AI and budget in the same sentence.”

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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). Startups can integrate with a plug-in, build a prompt-tuning engine (a little model on top of a bigger model), or develop & train their own models.

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5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaStr

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. So DigitalOcean is the quiet Cloud platform that keeps on growing. Wow what a story!!

Azure 204
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Moving ChartMogul to AWS and Kubernetes

Chart Mogul

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Team expertise.