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Cloud Data Lakes - The Future of Large Scale Data Analysis

Tom Tunguz

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. This modern architecture for data analysis, operational metrics, and machine learning enables companies to process data in new ways. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.

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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! If I take my best guess at pulling out AI Services from overall Azure, I get to the data in the below graph. Subscribe now Share Clouded Judgement Leave a comment

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My Laptop is Faster than Your Cloud : Announcing MotherDuck

Tom Tunguz

My laptop is faster than your cloud. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed.

Cloud 342
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Startup 411: Building for Scale with Google Cloud, Stairwell, Mashvisor, and Inworld.ai (Video)

SaaStr

To convert an idea into a successful venture, startups need to be equipped to scale. Mike Wiacek, CEO at Stairwell, Mo Jebrini, CTO at Mashvisor, and Michael Ermolenko, CTO at Inworld.ai, discuss with Helene Ambiana, Global SMB and Startups Marketing Director at Google Cloud, how they overcame the hurdles of scaling and reached their goals.

Scale 193
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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. Staggering scale already. At the same time - Google Cloud also massively decelerated from 28% last quarter to 22% this quarter.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Q4 earnings season for cloud businesses is now behind us. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. One of my favorite data sets from the quarter was one my colleague Thomas pulled together. this quarter.

Cloud 177
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Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

SaaStr

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 295