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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

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Gas Gas Revolution

Tom Tunguz

This drop in prices has grown AWS into a $90b revenue business in 17 years. As storage & compute became less expensive, the economic viability of new use cases became increasingly apparent & developers built software on the cloud. Compare that to AWS’ managed database, Aurora, which charges $0.0000002 per request. (I’m

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Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

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Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud!

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The Top 10 Events in SaaS. According to ChatGPT.

SaaStr

It brings together industry leaders, innovators, and customers to showcase the latest products and technologies. AWS re:Invent : AWS re:Invent is Amazon Web Services’ (AWS) annual conference, focused on cloud computing and SaaS-related services.

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Picking Teams in AI

Tom Tunguz

Clouds are picking teams in one of the most important dislocations in software. Cloud LLM Infrastructure Microsoft OpenAI Snowflake Nvidia Databricks Mosaic Google Anthropic Oracle Cohere Amazon HuggingFace Microsoft has invested over $10b, plus significant development efforts to work with OpenAI.