Clouded Judgement
JUNE 19, 2024
GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. Most public companies don’t disclose ARR (and when they do, it’s often not the same definition of ARR as we use for private companies). Because of this we have to use an implied ARR metric.
Clouded Judgement
MAY 31, 2024
That figure is still quite bad, but the environment in software land definitely got worse in April. The challenge is, while FCF has definitely improved across the board, there are still many companies who’s growth has slowed significantly and FCF generation hasn’t followed suit (or the FCF generation is just low).
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Clouded Judgement
MAY 10, 2024
” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Next week we’ll get the earnings from larger retailers like Walmart and HomeDepot, so we’ll have a clearer picture on “is the consumer holding up.”
User Pilot
APRIL 29, 2024
In this guide, we’ll explore the definition, components, and essential building tips for constructing a robust tech stack! Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.
Clouded Judgement
JULY 28, 2023
This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. Google Cloud doesn’t report constant currency, and their growth stayed steady at 28% last quarter and this quarter. Overall, the rate of deceleration is definitely slowing (good thing!).
Andreessen Horowitz
SEPTEMBER 25, 2023
But now that I finally realize how valuable this dataset I have is, I definitely don’t want to give it to you, or you, or you. It will be like AWS, GCP, and Azure. I just realized how valuable my data actually is. I’m sitting on a treasure trove and I’m going be super successful. I should be careful about this.
BetterCloud
MARCH 25, 2020
If end users ask, we’ll ship it directly to them, although we haven’t set a definitive policy for expenses. Farrell: We use VPN and require it for access to some things, such as things in GCP. Also, with social distancing, and some locations sheltering in place, logistics of getting to the office don’t always fit.
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