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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan.

AI 183
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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

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16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. Desire for control stems from sensitive use cases and enterprise data security concerns. Cloud is still highly influential in model purchasing decisions.

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ChartMogul 2021: Year in Review

Chart Mogul

Importing your billing systems data into ChartMogul has never been as easy as it is now. With just 1-click you are now able to import data from 22 integrations that we and our partners maintain. Recurly — optimized the performance of historical data imports. New ways of exporting data out of ChartMogul.