article thumbnail

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.

article thumbnail

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. Otherwise, it falls apart.

AWS 216
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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. Past performance is no guarantee of future performance.

article thumbnail

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.

article thumbnail

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

Andreessen Horowitz

ABOUT IN THE VAULT “In the Vault” is a new audio podcast series by the a16z Fintech team, where we sit down with the most influential figures in financial services to explore key trends impacting the industry and the pressing innovations that will shape our future. Follow this show on our podcast feed so you don't miss an episode.

article thumbnail

Run Less Software

Intercom, Inc.

Innovative startups. The first army are innovative startups. Investing in things that enable us to move faster and leaner for the long term. Our engineers also write a lot of Ruby code, which knits together a lot of AWS, infrastructure, platform and SaaS technologies that form the core of Intercom’s backend infrastructure.

article thumbnail

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.