Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Amazon on AWS: “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations. And as these optimization slow down, we're seeing more companies turning their attention to newer initiatives and reaccelerating existing migrations.”
Great analysis. Wonder what impact of these pubic markets tailwinds will be for seed/Series A stage valuations and investment in general? Also how long to propogate to other developed country SaaS markets like AU/NZ (where am based).
Great analysis. Wonder what impact of these pubic markets tailwinds will be for seed/Series A stage valuations and investment in general? Also how long to propogate to other developed country SaaS markets like AU/NZ (where am based).
Great stuff. Thanks for putting this together