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Klaviyo: Benchmarking the S-1 Data

Clouded Judgement

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. ” “Data Layer. ” “Data Layer.

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Rubrik: Benchmarking the S-1 Data

Clouded Judgement

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. Rubrik Overview From the S1 - “We are on a mission to secure the world’s data. Cyberattacks are inevitable.

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

Clouded Judgement

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130
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Why customer engagement is the key to business growth in 2022 and beyond

Intercom, Inc.

That is, in order to stay competitive, businesses need to put customers first by creating engaging, personalized customer experiences. But in order to stay successful in this new landscape, businesses need to run with customer engagement in mind. But this is where many companies are struggling. Here’s what you need to know.

Scale 228
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14 Data Analytics Trends for 2024: What You Can’t Ignore

User Pilot

In SaaS, the top data analytics trends can either be a revolution or just fluff. So what are the trends in the data analytics landscape that are actually important for product management ? Edge computing : Processes data closer to its source, analyzing data faster, giving real-time insights, and reducing latency and network costs.

Trends 76
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Modern Infrastructure Companies in the Cloud: Lessons Learned Building a $2 Billion Database Company from Scratch with Neo4j’s CEO Emil Eifrem

SaaStr

With each passing year, more and more of our online existence becomes tethered to the cloud. But how does the cloud take shape, and what can companies do to position themselves at the heart of its growing infrastructure? Infrastructure: Reloaded for the Cloud. Pro Tips for Modern Cloud Infrastructure.

Cloud 196
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Clouded Judgement 8.25.23 - The Ground Truth of the 10Y and Interest Rates

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. So software valuations rose The rationale for rates going up over the last month has been negative - structural forces are pushing 10Y higher despite incremental data on the economy worsening. So we got a glimpse of 1 incremental month of data.

Cloud 130