Azure Business Model GCP(Google Cloud Platform) Payment Features 
Clouded Judgement
MAY 31, 2024
And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Coming in to Q1 there was broader optimism.
Clouded Judgement
NOVEMBER 10, 2023
Model providers (OpenAI, Anthropic, etc as companies start building out AI). 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.
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