Tom Tunguz
JULY 28, 2022
With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. AWS’s growth rate is the slowest of the three largest public infrastructure clouds.
Tom Tunguz
NOVEMBER 28, 2023
" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. And as a result, our salespeople are really not inclined to do much in GCP.” Consumption continued to grow in the month of October…Consumption trends have improved.”
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Tom Tunguz
APRIL 6, 2023
There are 4 questions a startup should ask themselves about building a startup that uses generative AI. There are 4 questions startups should ask themselves about building with generative AI. Layer : application, platform, or infrastructure? Market : how to compete with incumbents?
Tom Tunguz
APRIL 28, 2022
Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. How this quandary resolves will determine the most attractive places to build new infrastructure startups. Third, software engineers decentralize only a subset of the app.
Tom Tunguz
APRIL 25, 2023
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.
Tom Tunguz
JULY 25, 2023
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.
SaaStr
APRIL 28, 2021
As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. The reality is all large companies, and more and more mid-market companies, will require a SOC 2 report from their vendors.
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