AWS Cloud Data 
Clouded Judgement
MARCH 28, 2025
Every week I’ll provide updates on the latest trends in cloud software companies. Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. Let’s rewind the clock back to the pre-cloud days. Fast forward to the launch of AWS and the public cloud.
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. A strong data foundation is critical for an effective AI strategy!
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Intercom, Inc.
APRIL 13, 2021
For this reason, we chose to run exclusively on AWS and wherever possible, we make use of battle-tested AWS services, be it RDS Aurora for our relational databases, the Simple Queue Service (SQS) for our async workers or ElastiCache for our caching layer. Core part of Intercom. Search is an indispensable part of Intercom.
Tom Tunguz
JULY 8, 2020
Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. This modern architecture for data analysis, operational metrics, and machine learning enables companies to process data in new ways. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.
Tom Tunguz
APRIL 30, 2024
Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.
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
Tom Tunguz
NOVEMBER 14, 2022
My laptop is faster than your cloud. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed.
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