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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The APM space was much larger, more established, and cloud infrastructure monitoring was more niche (where Datadog played). It was ~4 years after AWS was launched and the public cloud started to take off.

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The Early Days: How Veeva Hit $100m ARR With Just $3m Raised — And a Deep Vertical Focus

SaaStr

Veeva is the dominant cloud software provider for life sciences – serving pharmaceutical, biotech, and medical device companies with mission-critical applications for drug development, clinical trials, regulatory compliance, and commercial operations. I was a software developer, product person.

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Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.

SaaStr

With every major development platform—from GitHub Copilot to Cursor to Replit—adopting Claude as their preferred or default model, Anthropic has captured the enterprise developer market that pays premium rates for AI capabilities.

ChatGPT 216
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Cloud Security Posture Management (CSPM): Top 6 Capabilities

Frontegg

Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?

Cloud 52
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Buying your next SaaS app: Get answers to 7 key InfoSec questions

BetterCloud

When configurations often change, like in cloud productivity suites, risks grow. Software-related questions: How does your SaaS vendor create and maintain secure applications? An incorrect setting, like excessive privileges to an end user, can expose vulnerabilities, leading to unauthorized access and data loss.

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Salesforce, Microsoft, Google and Atlassian All Raise Prices Again in 2025. Hooray.

SaaStr

These changes align with Atlassian’s cloud-first strategy, making on-premise deployments significantly more expensive relative to cloud alternatives. Tools like Claude for coding, AI-powered design platforms, and intelligent automation solutions are beginning to challenge traditional software categories. per user (6.7%

Pricing 295
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Top 10 VWO Competitors and Alternatives This Year 

Full Session

PostHogs ability to host data on your servers offers greater privacy control than VWOs cloud-based model. Integrations PostHog works well with Kafka, Slack, AWS, Google Cloud, GitHub, Tableau, and Looker. Both are good but serve different purposes in software development and marketing.