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The Rise of Data Lakes in Software Architecture

Tom Tunguz

Historically, software-as-a-service (SaaS) has been built on databases with structured data, as you might find in an Excel spreadsheet. For example, next generation marketing software might ingest structured data from Google Analytics and lead capture software as before.

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Data Product Teams : Best Practices for a Modern Data Team

Tom Tunguz

Data teams are becoming software engineering teams. On December 14th we welcomed Philip Zelitchenko , VP of Data from ZoomInfo, to talk about how he has built this discipline within his team & it was fascinating. Unlike code, data is stochastic or unpredictable. Data may change in size, shape, distribution, or format.

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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). If I take my best guess at pulling out AI Services from overall Azure, I get to the data in the below graph. Follow along to stay up to date!

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Klaviyo: Benchmarking the S-1 Data

Clouded Judgement

This is the first S-1 we’ve seen in almost 2 years from a software company! Klaviyo Overview From the S1 - “Klaviyo enables businesses to drive revenue growth by making it easy to bring their first-party data together and use it to create and deliver highly personalized consumer experiences across digital channels.

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Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

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The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends

Tom Tunguz

Recently, I was on the HR Heretics podcast and we talked about the increasing efficiency of software companies (in addition to other topics including the implications of AI for executives, how to diligence a candidate, & what board members expect of their people leaders).

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Best Business Intelligence Software

The Daily Egg

Business Intelligence software—or BI software—is a set of tools designed to make sense of large data sets. Companies across all industries are compiling massive amounts of data at scale. But that data is useless if you can’t use it to make crucial business decisions. The software […].