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

Clouded Judgement

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! ” Full quote below: “We're seeing a few trends right now.

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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

That’s much more work than the automatic credit card payment with AWS. Developers building sophisticated applications employ 10, 20, maybe 30 services. Developers pay for low-latency storage with the same protocol token as they would pay for compute. It’s too much complexity for a simple static blog.

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Investing in Tigris

Andreessen Horowitz

The traditional clouds (AWS, GCP, and Azure) are getting dated. Lately, we’ve seen the rise of a number of hosting platforms that are better aligned with modern development practices. These include Fly.io, Railway, and even front-end platforms such as Netlify and Vercel (which sometimes are built on traditional clouds).

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

Layer : application, platform, or infrastructure? In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Moats : how to develop competitive advantage? Market : how to compete with incumbents?

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Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. We offer comprehensive services including the selection, implementation and support of industry-leading cloud-based software applications, custom development, data extraction and integration.

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Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

Everstage is a no-code commissions automation platform that removes recurring busywork for your Ops and Finance teams and provides a transparent and gamified incentives experience to your customer-facing teams. With Aiven, developers can do what they do best: create applications.

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Moving ChartMogul to AWS and Kubernetes

Chart Mogul

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Team expertise.