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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? They were also more constructive on cloud optimizations bottoming.

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2023 Go-to-Market Survey - Understanding How Startups Have Shifted in 2023

Tom Tunguz

To illuminate those trends, I’ve constructed a brief, 28 question go-to-market survey here. With all the broad macro economic shifts, startups are pursuing their core markets much differently in 2023 than in 2022.

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Startup Trends from YCombinator's Demo Day

Tom Tunguz

In addition to the pitches themselves, the types of companies presenting forbear trends in the startup world more broadly. To get a better sense of those trends, I’ve categorized more than 250 startups in 3 recent classes and plotted the evolution of the classes.

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Clouded Judgement 5.5.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Microsoft was more constructive that the optimization headwind would return to normal in the next couple or few quarters. I’m excited about the potential for a more constructive environment as we get closer to year end.

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SaaStr Podcast 436: The State of the Cloud 2021 with Bessemer Venture Partners

SaaStr

Here are the latest trends and predictions from the BVP team of Byron Deeter, Elliott Robinson, and Mary D’Onofrio. A lot of elements within Cloud have accelerated in a way that will reflect across long-term tech trends. They also address really wide-ranging industries from construction to restaurants, to designed infrastructure.

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From Code To Excellence: Exploring Java Application Development

How To Buy Saas

Its object-oriented nature, extensive libraries, and frameworks make it an ideal choice for constructing enterprise-level applications. These groups and communities provide a platform for Java enthusiasts to connect, learn from each other, and stay updated with the latest trends and advancements in the Java ecosystem.

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The Optimal Seed Round Construction to Maximize Series A Success

Tom Tunguz

But I believe the next observation sheds some light onto this trend. I can’t prove causation, i.e., that having a VC involved is the cause of this increase because of the limitations of the data. VC-backed seed rounds are 23% larger on average, which is statistically significant to greater than 99% confidence. This makes sense.