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Clouded Judgement 6.30.23 - Data + Compute = AI

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Data + Compute = AI Two of the largest data companies in the world, Snowflake and Databricks, held their annual conferences this week. Foundation models and their outputs are only as good as the data that feeds / trains them.

AI Search 130
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Rubrik S-1 - Burning the Boats in Data Security

Tom Tunguz

Rubrik, a Palo Alto-based data security company, filed their S-1 yesterday. In fiscal 2023, we began transitioning customers from our legacy CDM (Cloud Data Management) capabilities to our subscription-based RSC offerings. Congratulations to the entire team at Rubrik on building a massive business with a daring strategy!

Data 188
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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. General purpose GenAI tools dominate the market today, but the tooling layer is starting to emerge to allow enterprises to fine tune models to their specific data. A strong data foundation is critical for an effective AI strategy!

AWS 293
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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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Is the Suite Strategy Right for Your SaaS Startup?

Tom Tunguz

This is called a suite strategy: Zoho published a history of the 2-4 product launches per year, which illustrates the idea. In a recent podcast, Parker Conrad champions the suite strategy, also called a compound company. Today, new startups have to compete with a cloud-native incumbency. Constellation Software.

Startup 279
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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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Data Catalogs: The Missing Piece in Your Data Strategy

SaaS Metrics

Data is exploding within modern companies. The average organization uses over 100 cloud apps and relies on ever more data sources to run their business. This makes finding the right data increasingly difficult for employees. They waste time searching across tools or end up using stale, low quality data.

Data 52