Clouded Judgement

MAY 31, 2024

And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. Best practices around procurement, vendor evaluation and software spend management have become embedded in large organizations coming out of 2022 / 2023. Coming in to Q1 there was broader optimism.

Cloud 177

Cloud Software GCP(Google Cloud Platform) AI 177

Clouded Judgement

NOVEMBER 10, 2023

Model providers (OpenAI, Anthropic, etc as companies start building out AI). Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Intercom, Inc.

JANUARY 24, 2019

Knowing when it’s time to become a platform is a delicate thing, as Mike Kreaden , Managing Director of Salesforce Incubator, discovered. You’ve had a number of roles at Salesforce since you joined the company back in early 2002, from product management to startup relations. How to know when to become a platform.

Scale 151

Scale Machine Learning Artificial Intelligence AI 151

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The AWS Well-Architected Framework is one such approach that helps adopt architectural best practices (whether or not you run on AWS) and adapt continuously.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130