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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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. ” Full quote below: “We're seeing a few trends right now.

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

SaaStr

AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. That’s a high value for AWS.

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Even a DCF is riddled with long term assumptions.

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Picking Teams in AI

Tom Tunguz

Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation. LLM-enabled apps require customer data to train, propelling data security to the top of the list for most enterprise buyers.

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AI Food Fights in the Enterprise

Andreessen Horowitz

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] 00:38] Why is it so hard for enterprise to adopt AI? [03:08] But we haven’t seen anybody with any traction in enterprise.

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Frontegg Announces $5M Seed Round for First of Its Kind SaaS-as-a-Service Platform Aimed at Accelerating Global SaaS Innovation

Frontegg

Tel Aviv, October 14, 2020 – Frontegg , creators of the first platform for fast-tracking SaaS development and innovation, today announced a $5M Seed round led by Pitango , with backing from i3 Equity and Global Founders Capital. Before AWS, engineering teams had to scale their own infrastructure.

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Managing high availability at Intercom

Intercom, Inc.

Intercom is a product-led company, focused on maximizing product innovation and development velocity. This is why our customers – from small startups to massive, complex enterprises – put their trust in us. This is the second in a content series diving into Intercom’s investments in supporting enterprises.