Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Altimeter is an investment adviser registered with the U.S.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

AUGUST 4, 2023

The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. Then Q2 came in at 12% (must have seen improvements throughout the quarter).

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season. Let’s double click on Azure.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. As I have talked about previously, the two quarters of contracting GDP were more of a head fake driven by one offs (net exports and private investments). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). I’m hopeful we’re getting leading indicators that the light at the end of the tunnel is getting closer. However, it’s not showing up in the data yet. And everyone hoping for AI acceleration will need to wait.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Casey Accidental

FEBRUARY 26, 2024

This can make it tricky to evaluate as an engineer, designer, product manager or CEO if the investment will bear fruit and whether one should keep going. Bigger swings generally mean a longer amount of time building toward something that could work in the future. Google on GCP? Amazon on Alexa?

Underperforming Technical Team 63

Underperforming Technical Team Scale GCP(Google Cloud Platform) Startup 63

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. Time will tell if the strong economy and labor market lead to a resurgence of inflation in the back half of the year. Cycle of Cloud Optimizations Q2 earning season has officially kicked off!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Planning and investments. It is very common for companies to use multiple pricing models for different products, segments, and/or use cases.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

Audacix

JULY 28, 2022

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. Some more knowledgeable people might also advise you to invest in cybersecurity training for your development team. Table Of Contents Why is cloud application security important?

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

Clouded Judgement

SEPTEMBER 19, 2023

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. This is for information purposes and should not be construed as an investment recommendation or a solicitation to engage in any investment activity.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

SaaStr

OCTOBER 17, 2019

People were investing a lot of time to have good performance, but they were not reaching a good enough results. So our initial bet was performance could make a big difference. Even if we decided to use bare-metal infrastructure, even if we decided to do everything ourself, we did try to lower our investment as much as possible.

Scale 129

Scale Scaling CTO Hire Part-Time VPE 129

Intercom, Inc.

JANUARY 24, 2019

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. John: You guys have made a lot of investments or bets on early stage companies. “We’re really trying to accelerate success.

Scale 151

Scale Machine Learning Artificial Intelligence AI 151

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77