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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

As Google also reported, usage-based pricing models may weather downturns betterbecause the products they meter grow irrespective of headcount growth, a positive sign for infrastructure. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 219
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Are You Getting More Competitive, Or Less Competitive? Hitting the Plan Might Not Be Enough

SaaStr

DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. If nothing else, you can pretty reliability track headcount growth on LinkedIn). . $4B BigCommerce is growing more slowly than its $140B bigger rival, Shopify. That’s a big, big gap. But BigCommerce is still worth a very impressive $4B. More here. #2.

Azure 212
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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

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. .” Let’s look at consumption revenue - this is also not technically recurring! Do you have ARR or ERR?

AI 180
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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. 2B run-rate revenue, including spend on OpenAI models via Azure. We see this as a harbinger of significantly higher future spend on genAI if the trend continues.

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How to Handle Offboarding During Mass Layoffs

BetterCloud

Even the giants like Amazon, Twitter, and Meta have been reducing headcount, with many other companies following in their footsteps. Some organizations call it offboarding, some refer to the event as a workforce reduction, some are calling it a strategic shift due to uncertain economic times, but in the end, lots of people are being laid off.

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

Clouded Judgement

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). Iceberg is one ingredient in the fully packaged Tabular lakehouse.

Data 130
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ChartMogul 2021: Year in Review

Chart Mogul

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we added 17 new members to our team, growing our headcount from 43 at the start of the year to 60 now (up 39% YoY). You can always visit the data output page within your ChartMogul dashboard for all your export needs.