Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And people thought that trend would continue in to Q1. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI. But these investments aren’t cheap.

Cloud 187

Cloud Software GCP(Google Cloud Platform) AI 187

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Follow along to stay up to date! Past performance is no guarantee of future performance.

Cloud 170

Cloud Software GCP(Google Cloud Platform) Azure 170

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S.

Cloud 159

Cloud Azure GCP(Google Cloud Platform) AWS 159

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. Use the Cloud Marketplaces to accelerate both enterprise and usage-based products .

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But what I would add is that we saw Q2 trends continue into July.” And most importantly, they’ve seen these positive trends continue. Follow along to stay up to date! So those balanced out in Q2.

Cloud 130

Cloud Cost optimization & reporting AWS Azure 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Follow along to stay up to date! Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful.

Cloud 130

Cloud AWS Azure GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” This could be a trend of improving buyer dynamics? Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. The rise of foundation models and generative AI only furthers this trend. Altimeter is an investment adviser registered with the U.S.

Data 130

Data Government GCP(Google Cloud Platform) Scale 130

Teamgate

JUNE 11, 2025

The platform’s monitoring tools handle large-scale demands, with over 65 million uptime, performance, and data validation checks conducted monthly. Industry users have praised Live Traffic Alerts for giving teams greater control over alert settings and improving data trend analysis. Learn More Simon C.

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

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

OPEXEngine

JANUARY 11, 2022

The trend has been bolstered by several customer benefits — primarily, the model provides a clear linkage between what a customer pays and what they use or value they realize. While there is a growing trend toward consumption-based pricing, implementing these new models presents several key challenges: Revenue cannibalization.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

User Pilot

JULY 28, 2024

Data analysis and interpretation : Apply statistical techniques and tools to analyze data, identify patterns, trends, and correlations, and derive meaningful insights that address business questions or problems. Apply statistical techniques and tools to analyze complex datasets, identifying trends, patterns, and correlations.

Data 52

Data Azure Data Analysis Machine Learning 52

Scytale

FEBRUARY 4, 2025

Whether you’re using AWS, GCP, or MS Azure as your IaaS (Infrastructure as a Service) provider, hosting your data in the cloud doesnt automatically mean its secure. With unmatched multi-cloud visibility and protection in one powerful AI-driven platform, Lacework enables businesses to manage cloud compliance effortlessly.

compliance 52

compliance Cloud Azure AWS 52