Tom Tunguz

JULY 25, 2023

At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! This is for information purposes and should not be construed as an investment recommendation. Follow along to stay up to date! Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Tom Tunguz

APRIL 6, 2023

Layer : application, platform, or infrastructure? In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). There are 4 questions startups should ask themselves about building with generative AI.

Generative AI 224

Generative AI AI GCP(Google Cloud Platform) Startup 224

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI. But these investments aren’t cheap. For others, these investments won’t be as fruitful.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. They continue to be the standard for the vast majority of cloud workloads, of course, but they are built around a set of operational practices that were more relevant a decade ago. It truly is a global multi-master storage platform.

Investment 123

Investment GCP(Google Cloud Platform) AWS Azure 123

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Morgan Stanley released a report yesterday suggesting “cloud optimizations [were] an intensifying headwind in Q1.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Cycle of Cloud Optimizations Q2 earning season has officially kicked off!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

BetterCloud

MAY 21, 2021

This is just one of several reasons we are thrilled to announce that BetterCloud is now available on the Google Cloud Marketplace ! Since 73% of B2B buyers say that purchasing through channels such as marketplaces is “very convenient,” it was an easy decision for us to invest in GCP Marketplace availability. Why Google?

GCP(Google Cloud Platform) 52

GCP(Google Cloud Platform) Cloud B2B Technology 52

Clouded Judgement

SEPTEMBER 19, 2023

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government GCP(Google Cloud Platform) Scale 130

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Ensure cloud security and compliance.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

User Pilot

JULY 28, 2024

However, with the rise of cloud storage and machine learning trends, you may need to handle tasks specific to certain tools, such as: Apply machine learning algorithms to develop predictive models, automate data analysis tasks, and gain deeper insights from complex datasets.

Data 52

Data Azure Data Analysis Artificial Intelligence 52

Audacix

JULY 28, 2022

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Planning and investments. It is very common for companies to use multiple pricing models for different products, segments, and/or use cases. Higher valuations.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

SaaStr

OCTOBER 17, 2019

We decided to use bare-metal infrastructure and not use cloud infrastructure, VMs, which was kind of completely crazy at this moment. People were investing a lot of time to have good performance, but they were not reaching a good enough results. So our initial bet was performance could make a big difference.

Scale 167

Scale Scaling CTO Hire Part-Time VPE 167

Scytale

FEBRUARY 4, 2025

Keeping your head in the clouds might sound dreamy, but managing compliance up there doesnt quite hit the same. Thankfully, with the right tools in your corner, managing cloud compliance becomes far more straightforward, less stressful, and – dare we say – manageable. Whats Cloud Security Compliance, Anyway?

compliance 52

compliance Cloud Azure AWS 52

Scytale

JUNE 5, 2025

In compliance and cloud security, controls play a critical role. In this article, we will attempt to unpack and simplify some concepts within cloud environments and organizational IT security controls as a whole.Let’s dive in! For example, an organization may have AWS as its primary vendor cloud provider.

compliance 98

compliance Wireless Underperforming Technical Team Identity management 98

Scytale

APRIL 16, 2025

Datadog Datadog is a powerful and versatile cloud monitoring tool that integrates seamlessly with popular cloud providers like AWS, Azure, and GCP. And at the end of the day, investing in tools that protect your business is a no-brainer with the rise in security risks – so yes, it’s worth it.

Technical Review 40

Technical Review Startup Software Review GCP(Google Cloud Platform) 40