Image Credits: Nigel Sussman (opens in a new window)
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Our latest cloud investor survey gave me a lot to think about, from the future of cloud management to cloud spend in the age of machine learning. It came to my mind again when I read the report. Is it too early for a startup to go that route? Anna would like to look into it.
There is a limit to the cloud market. IfAlphabet's earnings missed expectations in the third quarter, it's not because of the company's cloud business. Microsoft's "Azure and other cloud services" increased in size.
A key factor that makes cloud revenue resilient is committed spend. Independent software vendors who sell through their marketplaces will benefit from this.
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