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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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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. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S.

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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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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. This is for information purposes and should not be construed as an investment recommendation. Follow along to stay up to date!

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IaaS PaaS SaaS: Mastering The 3 Different Cloud Service Models

How To Buy Saas

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Testing and Development: IaaS solutions make it quicker and more cost-effective for companies to set up and scale their testing and development environments. Why would you need PaaS?

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The best SaaS apps have these 7 web application security controls

Audacix

Application security is seldom considered during the ideation phase of web application development - unless the development team has previously been hacked and survived to tell the tale. The most secure web applications use best practice security features throughout the software development lifecycle. Great question.

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Consumption-based pricing models: transition guidance for CFOs

OPEXEngine

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Planning and investments. Develop the key metrics, management dashboards, and heuristics that will be needed to manage a consumption business.

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