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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. Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth. I created this subset to show companies where FCF is a relevant valuation metric.

AWS 293
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Search at Intercom: Building our Elasticsearch cloud on AWS

Intercom, Inc.

For this reason, we chose to run exclusively on AWS and wherever possible, we make use of battle-tested AWS services, be it RDS Aurora for our relational databases, the Simple Queue Service (SQS) for our async workers or ElastiCache for our caching layer. Providing invisible management. Core part of Intercom.

AWS 249
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How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

SaaStr

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. What’s a good enough metric for searching for an item on Shopify?

AI Search 198
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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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

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MQLs? Aligning Marketing Metrics with Revenue Goals

Sales Hacker

Now, let’s take this idea and apply it to the world of marketing metrics. That’s why we’ve not only switched our own banking over at GTMfund, but we’ve also partnered with Flex to help companies improve the way they manage their cashflow. If revenue is the North Star metric, everything you do should drive towards that.

Metrics 92
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Moving ChartMogul to AWS and Kubernetes

Chart Mogul

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Lack of modern cloud features and managed services.

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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. Follow along to stay up to date!