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The Capex Conquest in the Cloud

Tom Tunguz

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

Cloud 293
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Clouded Judgement 3.29.24 - Q4 Earnings

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Q4 Earnings Summary This week wrapped up Q4 earning season. I’ll post a more fulsome recap later, but will give a short summary here.

Cloud 278
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Clouded Judgement 5.17.24 - April CPI Update

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now April Inflation (CPI) Update After rising to ~4.7% about 3 weeks ago, the 10Y is now back down to ~4.35% April CPI: April CPI YoY was +3.4%

Cloud 152
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Clouded Judgement 2.29.24 - Shades of 2021

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Shades of 2021 in Venture Markets Private markets are really starting to heat up, and I’m starting to see shades of 2021.

Cloud 311
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Product Transformation: Adapting Your Solutions for Cloud Models

Speaker: Ahmad Jubran, Cloud Product Innovation Consultant

In order to maintain a competitive advantage, CTOs and product managers are shifting their products to the cloud. Many do this by simply replicating their current architectures in the cloud. Join Ahmad Jubran, Cloud Product Innovation Consultant, and learn how to adapt your solutions for cloud models the right way.

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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. Subscribe now Share Clouded Judgement Leave a comment

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AI Reaccelerating Cloud Growth

Tom Tunguz

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn.

AI Search 297
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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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Zeroing in on Cloud Technical Risk for Targeted Customer Impact

The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.

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People, Passion & Perfection: The Key Ingredients for an Awesome Product

Dive into "People, Passion, and Perfection" and unlock the secrets to building excellent products in the digital age.

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Best Practices for Deploying & Scaling Embedded Analytics

Deployment: Benefits and drawbacks of hosting on premises or in the cloud. Application Design: Depending on your capabilities, you can choose either a VM or a container-based approach. Packaging and Deployment Workflow: Embedded analytics solution should work seamlessly with your current application.

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5 Things a Data Scientist Can Do to Stay Current

DataRobot together with Snowflake – a leading cloud data platform provider — is helping data scientists stay current with the latest technology and data science best practices so that they can excel in an increasingly AI-driven workplace.