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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Fast forward to the launch of AWS and the public cloud. There was an exponential drop off in costs / complexity to start a company going from on prem to cloud.

Cloud 299
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

Palantir Technologies (PLTR): +78.69% YTD 👑 Hit all-time high of $148.22 Palantir Technologies (PLTR): +78.69% YTD 👑 Hit all-time high of $148.22 Their database and cloud services became indispensable for companies building AI applications. on June 26 , driven by 39% revenue growth to $884 million in Q1 • U.S.

AI 216
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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

The Infrastructure Domination (2020-2025): Becoming Indispensable Market Cap Journey: $323B → $4T+ The AI boom didn’t just benefit NVIDIA—it made them the most critical infrastructure provider in the most important technology transition of our lifetime. Twilio didn’t stay in SMS—they built communications infrastructure.

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10 Things Startups Get Wrong Selling to Developers and Engineers (from the CRO Who Scaled Databricks from

SaaStr

” The Fix : Your sales team should understand the technology deeply enough to guide implementation, not just explain features. Databricks used consumption-based pricing because that’s what AWS, Google, and Microsoft used—it made sense to customers who were already buying cloud services that way.

Scale 262
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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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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

But here’s what makes this particularly fascinating from a market development perspective: this explosive growth is happening while the underlying technology is admittedly broken. You’re looking at massive structural demand that’s been waiting for the right technological catalyst. Reliability issues abound.

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Cloud Security Posture Management (CSPM): Top 6 Capabilities

Frontegg

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