article thumbnail

AI Reaccelerating Cloud Growth

Tom Tunguz

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn. They’ve crossed the mark 2 years early.

AI Search 271
article thumbnail

What’s New at Google Cloud with CMO Alison Wagonfeld

SaaStr

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 234
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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. They want to offer up developers as many options as possible. Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. Follow along to stay up to date!

AWS 293
article thumbnail

Clouded Judgement 1.6.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130
article thumbnail

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Subscribe now Share Clouded Judgement Leave a comment

Cloud 183
article thumbnail

Top SaaStr Content for the Week: Y Combinator, Mark Roberge, State of the Cloud 2022 and lots more!

SaaStr

State of the Cloud 2022: The Centaur Report With Bessemer Venture Partners (Pod 593 + Video). SaaStr 593: State of the Cloud 2022: The Centaur Report with Bessemer Venture Partners Sameer Dholakia, Mary D’Onofrio, and Elliott Robinson. . The Best in SaaS Are Just Growing Faster Than Ever. Top Podcasts This Week: 1.

Cloud 254
article thumbnail

CRM For IT Industry: Software Developers, Cloud Engineers, and More

Nimble - Sales

The post CRM For IT Industry: Software Developers, Cloud Engineers, and More appeared first on Nimble Blog. The industry is as exciting to be part of as it is ridden with all sorts of challenges, big and small, including lack of skilled talent, cybersecurity issues, lack of agility, outsourcing […].