Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. This post and the information presented are intended for informational purposes only. Tailwind of new workloads starting to overtake headwinds of optimizations.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). This post and the information presented are intended for informational purposes only.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Subscribe now Share Clouded Judgement Leave a comment

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. A natural question is “why do we have two tiers?

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). This post and the information presented are intended for informational purposes only. I’m hopeful we’re getting leading indicators that the light at the end of the tunnel is getting closer.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

CloudGeometry

FEBRUARY 7, 2022

The AWS Well-Architected Framework is one such approach that helps adopt architectural best practices (whether or not you run on AWS) and adapt continuously. That, of course, dictates the isolation models used for information and access management. Governing authorities lay down regulation on private data protection.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

Baremetrics

JANUARY 25, 2022

You might see the three stages of the FinOps journey referred to as inform, optimize, and operate, a model popularized by the FinOps Foundation. While the inform-optimize-operate system has its place, in order to cut through the jargon, I prefer the terms inform, analyze, and act. Table of Contents. What Is FinOps?

Payment Services 97

Payment Services SaaS Payments Payment Solutions Scaling 97

OpenView Labs

JANUARY 24, 2022

Our goal is to give our customers and the market the data they need to build a solid case and make informed decisions about when they should take advantage of Cloud Marketplaces. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

User Pilot

JULY 28, 2024

They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. What decisions will the insights inform?

Data 52

Data Azure Data Analysis Machine Learning 52

User Pilot

JULY 28, 2024

TL;DR A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data. A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data.

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

Audacix

JULY 28, 2022

A cloud server, like an AWS EC2 instance, is still a server. The only difference is that it is sitting in AWS' datacentres, rather than in your office. Everything that you read here is relevant to you whether you host your own web applications or use a cloud platform like AWS. Not really.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

User Pilot

JULY 14, 2024

TL;DR A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data. A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data.

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

Audacix

MAY 11, 2023

This can allow access all customer-sensitive information and spoof identities in virtual environments. During this process, it collects information about inputs, outputs, and potential attack vectors. This is known as code injection which enables an attacker to take control of a business system once a user executes the code.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

NOVEMBER 14, 2023

This automated vulnerability testing tool can scan web applications even behind the login credentials page, helps you automate end-to-end API security as well as helps you secure your cloud platform console, eg. AWS, Azure or GCP. SQLMap SQLmap can perform various types of SQL injection attacks, including blind SQL injection.

Underperforming Technical Team 40

Underperforming Technical Team GCP(Google Cloud Platform) Mobile Cloud 40

Sales Hacker

OCTOBER 7, 2019

Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. She’s responsible for both GCP, which is the Google Cloud Platform and for G-Suite, which is Gmail, Calendar, Sheets, Docs, all the stuff that we all use everyday. Go to vidyard.com/saleshacker for more information.

Cloud 49

Cloud Artificial Intelligence GCP(Google Cloud Platform) Scale 49