Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Scytale

JULY 1, 2025

Scytale is now a proud member of the AWS Global Security & Compliance Acceleration Program, offering customers faster compliance roadmaps and expert guidance for secure cloud environments. AWS only picks partners they trust, and now Scytale is one of them! See our official AWS listing here. What is the GSCA Program?

AWS 52

AWS compliance Cloud Consulting 52

Frontegg

JUNE 23, 2025

Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?

Cloud 52

Cloud Underperforming Technical Team Management compliance 52

How To Buy Saas

MAY 29, 2025

In an era when executives are bombarded with tech buzzwords, it’s vital to focus on real-world AI uses that deliver business impact. It also points out educational resources such as an AI for leaders program or an AI for business leaders course to help strategic teams get started.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

How To Buy Saas

JUNE 18, 2025

This surging investment spans AI chips, cloud platforms, and smart software. It covers the infrastructure (GPUs, cloud platforms, edge devices), software frameworks (TensorFlow, PyTorch, ML libraries), data pipelines , model development , and end-user applications or APIs. Governments and companies now invest billions: the U.S.

AI 69

AI Scale Technical Review Software Review 69

Chart Mogul

JUNE 30, 2025

Around that period, we also rolled out Snowflake as our data warehouse, dbt for data modeling, and later n8n along with custom Python functions on AWS Lambda for workflows and processes. The challenges As we grew and matured as a business, Segment’s strengths became limitations or simply not needed. The results Cost savings Huge.

Systems Review 52

Systems Review AWS Cloud Government 52

How To Buy Saas

MAY 21, 2025

From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines. Table of Contents Cloud-Based vs. On-Premise ATS Solutions The Top 10 Applicant Tracking Systems for 2025 1.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

Blulogix

MAY 21, 2025

Schedule a Demo Today Chargeback = Financial Credibility Chargeback gives IT the ability to bill departments, agencies, or business units based on their actual consumption of IT services. From Line Item to Business Case With chargeback, IT isnt asking for more budget. Not estimated usage. Not arbitrary cost-sharing. Real usage.

AWS 59

AWS AI Search Azure Finance 59

Full Session

DECEMBER 30, 2024

Whether you’re a startup or an enterprise, by the end of this article, you’ll have enough information to select the best platform for your business. Our scalable plans allow you to begin with a package that suits your current needs and easily upgrade as your business expands, ensuring you only invest in the required features.

Payment Methods 52

Payment Methods Payment Solutions Payments SaaS Payments 52

Teamgate

JUNE 11, 2025

Integrations +1 725-254-2694 Start Free Trial Login Log in Sign up REQUEST A DEMO --> Sales Management Top Tools for Monitoring API Performance Chase Horn June 11, 2025 Explore the top API monitoring tools that enhance performance, reduce downtime, and support scalable operations for businesses of all sizes. “Middleware.io

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

SaaStr

JUNE 1, 2025

The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs. Token Costs Collapsed 99.7%

AI Search 264

AI Search AI CTO Hire ChatGPT 264

SaaStr

JUNE 19, 2025

ARR data cloud leader is adapting to AI disruption, the evolution of technical sales, and what it really takes to build strategic partnerships that scale. Success is measured not just by data storage and processing, but by demonstrable business value creation from that data. This unique relationship reveals how the $4.5B

AI 269

AI DevOps as a Service Scale Outsourced Development 269

ChurnZero

MAY 29, 2025

Related: How to leverage AI for customer retention and churn risk management 3: AI adoption barriers mirror early cloud skepticism. I feel like AI is very similar to cloud in the late 2000s, he says. “I hesitate to trust AI with my data; back then, companies didnt trust AWS. . The implication? Adoption is just the start.

Benchmarks 52

Benchmarks AI B2B SaaS 52

Sales Hacker

JANUARY 7, 2025

With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. And I know you’ve had some great experience, particularly while you were at AWS, running different partner sales, channel sales. They cannot resell.

Outsourcing Services 115

Outsourcing Services Scale Outsourced Development AWS 115

User Pilot

MARCH 5, 2025

Integrations with other tools: Does it integrate with CRM, marketing automation, and other essential business applications? Scalability and security: Can the platform grow with your business and protect your data? Scalability and security Built to scale with your business, with enterprise-grade security measures to protect your data.

Software Review 52

Software Review Engagement Software Scale 52

FastSpring

JUNE 13, 2025

On June 24th, FastSpring CMO David Vogelpohl will be presenting at Adobe Developers Live , a free two-day virtual conference for Adobe Express and Creative Cloud developers. Partner With FastSpring to Monetize Your Add-On Are you looking for a merchant of record that will partner with you to grow your business internationally?

Payments 106

Payments Merchant Services Development Payment Solutions 106

Scytale

OCTOBER 30, 2024

If your business has any connection to the healthcare space, you’ve definitely come across HIPAA by now… right? Well, if you haven’t, it’s best we dive in quickly (before non-compliance lands your business in some serious sh@#). TrueVault If data security is your top priority, TrueVault is worth considering.

Payment Services 52

Payment Services compliance Payment Solutions Payment Methods 52

Scytale

NOVEMBER 18, 2024

With Scytale enabling businesses to add Compliance as a Service (CaaS) to their offering, MSPs of all sizes can help clients achieve and maintain compliance across multiple security and privacy frameworks such as SOC 2, ISO 27001, HIPAA, GDPR, PCI DSS, NIS 2, and more. Don’t miss out – secure your spot here.

compliance 52

compliance Management AWS Innovation 52

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%

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. We’re still in the early days of the cloud.”

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Tom Tunguz

APRIL 30, 2024

Like Microsoft & Google, Amazon’s Web Service business is seeing a surge of growth, up from 13% annual to 17% annual growth (16% when excluding the leap year). Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. “Moving to AWS.

Cloud 306

Cloud AWS Azure AI 306

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So So far in the first month of the year, AWS year-over-year revenue growth is in the mid-teens. Amazon: Net sales increased $21.4

GCP(Google Cloud Platform) 310

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 310

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. The post Cloud Stocks May Be Down.

Cloud 293

Cloud Azure AWS Engineering 293

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 309

Cloud Scale AWS AI 309

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Anyone should be able to build any Cloud solutions they want. To build an app for that industry, you need to know a business to build SaaS for it. #2 What does that mean?

Generative AI 293

Generative AI AWS Artificial Intelligence AI 293

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.

Data Analysis 257

Data Analysis Cloud Data Scaling 257

Tom Tunguz

JULY 28, 2022

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider.

GCP(Google Cloud Platform) 323

GCP(Google Cloud Platform) AWS Startup Azure 323

Tom Tunguz

OCTOBER 22, 2022

Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud. They will manage their own servers to reduce the $3m annual AWS bill by 60%. Basecamp’s 60% reduction in cloud COGS isn’t anomalous. Inspecting & controlling cloud costs may be the more appealing path.

Sales Hiring 266

Sales Hiring Cloud AWS Sales 266

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. We enable customers to drive business results from open source that trigger true transformations. With Aiven, developers can do what they do best: create applications. Grab tickets here.

Cloud 270

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 270

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

Tom Tunguz

OCTOBER 27, 2022

Google Cloud Platform. Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter. A year ago, these business units grew at 44% annually. Microsoft Azure. Amazon Web Services.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Hitenism

NOVEMBER 7, 2016

In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B run rate business and has made up for an incredible 67% of Amazon’s operating revenue last quarter.

AWS 189

AWS New CTO Scale CTO 189

SaaStr

MARCH 16, 2019

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Number 2 is still awfully big in the largest market in all of Cloud: [link]. A huge donation, driven by the Cloud: [link]. A huge donation, driven by the Cloud: [link].

Cloud 213

Cloud AWS Systems Review Software Review 213

Tom Tunguz

JULY 26, 2022

Today, Microsoft & Google revealed the health of their infrastructure business units. Google Cloud Platform. That suggests the cloud market is quite strong. Google may have greater sector exposure to clients that are suffering through a recession: retail, ecommerce, & advertising-based businesses. Microsoft Azure.

GCP(Google Cloud Platform) 219

GCP(Google Cloud Platform) Cloud Azure AWS 219