Clouded Judgement 7.31.26 - AWS CapEx ROI - by Jamin Ball

Every week I’ll provide updates on the latest trends in cloud software companies.

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! AWS CapEx ROI The vast majority of earnings calls from public companies are pretty boring. But every now and then a CEO pulls back the curtain a bit and goes into a level of detail that I find fascinating. One of those calls was Jay Kreps from Confluent (on their Q1 ‘23 call) discussing the TCO advantages of using Confluent vs open source Kafka. On that call Jay went into a lot of detail about the differences between paying a cloud vendor vs hosting your own software. Jay’s…

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