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Investing in Tigris

Andreessen Horowitz

The traditional clouds (AWS, GCP, and Azure) are getting dated. Lately, we’ve seen the rise of a number of hosting platforms that are better aligned with modern development practices. Tigris is built to make the application developer’s job as simple as possible. It truly is a global multi-master storage platform.

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Investing in Wiz

Andreessen Horowitz

The time to value is magnified by Wiz’s best-in-class product and deep spirit of partnership with security and development teams ( with their recent acquisition of Gem Security, SOC teams are also part of the equation ). That’s why people love it. Within the first week, Wiz was already fixing things.”

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Signs We've Touched the Bottom

Tom Tunguz

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI. The desire for AI is broad. The acceleration is really quite broad.

Azure 200
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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). Before the pandemic, companies were marching to modernize their infrastructure, moving from on-premises infrastructure to the cloud to save money, innovated at a more rapid rate, and to drive more developer productivity. Securities and Exchange Commission.

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Moats : how to develop competitive advantage? The PC increased GDP by 0.006%, according to NBER That alone should turn heads. Market : how to compete with incumbents?

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Clouded Judgement 1.6.23

Clouded Judgement

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130
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SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

SaaStr

As a result, maintaining the same “Rule of 40” score requires 1% of extra revenue growth for 1% of profit margin investment. To achieve that 1%:1% growth/margin ratio would require incredibly short investment payback periods. You can’t pay your Azure bill or office lease in “Rule of 40” points.

SaaS 269