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Cloud Data Lakes - The Future of Large Scale Data Analysis

Tom Tunguz

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.

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Search at Intercom: Building our Elasticsearch cloud on AWS

Intercom, Inc.

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.

AWS 249
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My Laptop is Faster than Your Cloud : Announcing MotherDuck

Tom Tunguz

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.

Cloud 332
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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Staggering scale already. which feels unlikely.

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Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

SaaStr

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 308
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How our infrastructure scales alongside our customers

Intercom, Inc.

We are building for the long term – that means ensuring reliability by default, and the ability to accommodate massive scale as we grow. . As these existing customers have grown, and we’ve welcomed bigger and bigger customers, we’ve always focused on saying yes to scale. . We’re growing alongside our customers. Can Intercom do that?

Scaling 252
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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Q4 earnings season for cloud businesses is now behind us. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. One of my favorite data sets from the quarter was one my colleague Thomas pulled together. this quarter.

Cloud 177