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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

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Navigating the Impact of Generative AI on Enterprise Security: Insights from Industry Experts

Andreessen Horowitz

So in the realm of security, this means that the landscape may resemble that of the cloud, with vulnerability scans, identity layers, and possibly DLP layers down the line. The key question is who will provide these features: specialist vendors or the big cloud and/or model providers?

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Data Lake Engines - The Essential Layer of the Next Generation Data Architecture

Tom Tunguz

More data is being stored in data lakes like Amazon S3 and Azure Data Lake Storage. If you keep data in cloud data lake stores, and need a system to make that data accessible to analysis tools at interactive speed - without moving it - you’re looking for Dremio. At Redpoint, we’re passionate about innovations in data.

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Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud!

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The decade software ate the world

Intercom, Inc.

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

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ISVs vs SaaS: What’s the Difference?

Stax

Examples of popular SaaS apps include Shopify, an eCommerce platform, Dropbox, a cloud storage service, and Stax Bill, an automated payment processing system. Some may use cloud platforms for online solutions. Some use cloud-based solutions to deliver online solutions (e.g.,