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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. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations.

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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. This quarter, the messaging was more of “optimizations are continuing.” Staggering scale already.

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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

In this blog series, we explore how these three dimensions figure into key technical recommendations which enable scale in pursuit of SaaS business growth. Cost to serve a customer-facing feature is money that comes out of your pocket, and goes straight into the cloud provider’s pocket. So why put it on our shortlist?

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7 Ways to build Enterprise Readiness into your SaaS roadmap

CloudGeometry

Optimize cloud economics and drive Business Goals. One reason is that many enterprises do not run everything on public clouds. Support tools that enforce all kinds of security policies at any access point, e.g. single-sign-on (SSO), feature flags, Cloud Access Security Brokers (CASBs) among others.

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Managing infrastructure costs as your company grows

Intercom, Inc.

Startups are designed to grow quickly, but high growth rates can generate huge costs as new infrastructure is introduced and scaled to meet demand. Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). At Intercom, shipping is our heartbeat.