Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap
Clouded Judgement
DECEMBER 1, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. A strong data foundation is critical for an effective AI strategy! Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth.
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