Cost optimization & reporting Data Metrics Payment Features 
Clouded Judgement
OCTOBER 27, 2023
Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.
Clouded Judgement
DECEMBER 1, 2023
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! I created this subset to show companies where FCF is a relevant valuation metric.
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Clouded Judgement
OCTOBER 28, 2022
Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. All of these broadly falling into the bucket of customers looking to spend less, with a similar marginal cost structure for the cloud providers (hence the lower operating margin from AWS).
CloudGeometry
MARCH 3, 2022
It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype. The more you can learn what value these features deliver to your customers at a lower cost? Optimize cloud economics and drive Business Goals.
CloudGeometry
APRIL 25, 2022
Data Protection Classify, encrypt, manage and monitor data at rest and data in transit Incident Response There will be security incidents you have not anticipated. Nothing scares an enterprise customer like security risk. They want to have a clear line of sight to both code and data. How do you respond?
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