Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.

AI Search 207

AI Search AI Azure GCP(Google Cloud Platform) 207

Casey Accidental

FEBRUARY 26, 2024

Let’s say your second product builds a new product that is growing healthily with a smaller group of customers than the core business at a much lower price point. Bigger swings generally mean a longer amount of time building toward something that could work in the future. Google on GCP? Amazon on Alexa? Pretty nice win.

Underperforming Technical Team 63

Underperforming Technical Team Scale GCP(Google Cloud Platform) Startup 63

Clouded Judgement

SEPTEMBER 19, 2023

If you want features in your lakehouse (on top of open source Iceberg) for ingestion, CDC, streaming (file loading, Kafka connect, etc), schema evolution, compaction, optimization, time travel, snapshots, auto-scaling, maintenance (no more writing spark jobs to delete snapshots!),

Data 130

Data Government Scale GCP(Google Cloud Platform) 130