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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. They want to offer up developers as many options as possible. Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth.

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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. Tigris is built to make the application developer’s job as simple as possible. It truly is a global multi-master storage platform.

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In the Vault: Turning Developers Into Clients With Marco Argenti From Goldman Sachs

Andreessen Horowitz

In this conversation, a16z General Partner David Haber talks with Marco Argenti, the chief information officer at Goldman Sachs, about bringing fintech processes into financial services, turning developers into clients, and how AI is a major inflection point in the history of technology. And then I started selling.

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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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What’s New at Google Cloud with CMO Alison Wagonfeld

SaaStr

Alison brings the perspective of all sides of a startup, from investing to SaaS to Cloud. For Google Workspace, they invested in expanding and building Google Meet and the rest of the workspace during 2020. What they’re seeing with GenAI and Google Cloud is an opportunity to grab share from AWS.

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Picking Teams in AI

Tom Tunguz

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. Google has invested hundreds of millions into Anthropic , complementing its efforts with Google Brain.

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How and why we spent $400K on AWS in 4 months

Baremetrics

If you want to scale, you need to make the investment of time and money and make sure your infrastructure suits your size of business. Decide how much DevOps you want in your Development. But eventually you need to decide what stage your business is in. Are you growing and want to scale? Lessons Learned. Have a plan. down the road.

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