Tom Tunguz
JULY 28, 2022
GCP reported 37% growth & Microsoft 40%. The 21% decline should provide founders an input into their forecasts for the remaining two quarters of 2022, especially infrastructure startups. With about 39% market share, AWS reigns supreme as the largest provider. Q/Q Growth Rate Change.
Tom Tunguz
NOVEMBER 28, 2023
" Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure. And as a result, our salespeople are really not inclined to do much in GCP.”
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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? I had a blast putting this deck together.
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. Developers pay for low-latency storage with the same protocol token as they would pay for compute.
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.
Casey Accidental
FEBRUARY 26, 2024
In my recent essay about second products , I talked about how the goal of building a second product is not the traditional concept of product/market fit we’ve all been raised on regarding startups. Google on GCP? In some ways, our goal with a second product is easier, and in some ways, much harder. Amazon on Alexa?
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