GCP(Google Cloud Platform) Investment Presentation 
Clouded Judgement
OCTOBER 11, 2024
This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Cloudflare is up 17%.
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. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.
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SaaStr
OCTOBER 13, 2022
ChartMogul is an analytics platform to help you run your subscription business. You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard.
Tom Tunguz
APRIL 6, 2023
I presented those questions & my views on their answers at Saastr’s Workshop Wednesday. I started with a few sentences, uploaded them to gamma.app to outline the presentation, popped over to Midjourney to generate images along the story line, & published it in IA Presenter. The video is here. The video is here.
Clouded Judgement
MAY 3, 2024
We now have results from the three hypersclaers (AWS / Azure / GCP). This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. This post and the information presented are intended for informational purposes only.
Clouded Judgement
SEPTEMBER 27, 2024
Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). This is for information purposes and should not be construed as an investment recommendation. Securities and Exchange Commission.
Clouded Judgement
MAY 31, 2024
This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. But these investments aren’t cheap. Q4’s were generally good!
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