Tom Tunguz
JULY 26, 2022
Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth. GCP’s data point is less rosy. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Why do these results diverge?
Tom Tunguz
APRIL 28, 2022
Paying five decentralized providers in five different tokens means managing several wallets and monitoring token prices to hedge expenses. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. It’s too much complexity for a simple static blog.
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Clouded Judgement
MAY 3, 2024
We now have results from the three hypersclaers (AWS / Azure / GCP). Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.
Tom Tunguz
JULY 25, 2023
Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. With about 365m Office users & a price point of $29 per user per month, a 10% cross-sell into the customer base would add $12.7b Amazon, Cloudflare, & Mongo announce soon. The desire for AI is broad.
OPEXEngine
JANUARY 11, 2022
Consumption-based pricing is best used when you can accurately and easily break down your service offering into small, digestible units. Many companies in the technology industry are moving toward “pay for what you use” consumption-based pricing models. Four pricing models. Uncommitted contracts. Challenges and shifts.
Clouded Judgement
AUGUST 4, 2023
You can see more detail about their net new ARR added each quarter below Google Cloud Growth came in at 28%, which was the same as Q1. Then Q2 came in at 12% (must have seen improvements throughout the quarter). And most importantly, they’ve seen these positive trends continue. Revenue multiples are a shorthand valuation framework.
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. Model providers (OpenAI, Anthropic, etc as companies start building out AI).
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