RIA Weekly

This week we do a deep dive into the Total Addressable Market of Cloud and discuss the rise of Cloudflare. Plus, details about the SDT Meetup in Austin on August 27th (https://www.eventbrite.com/e/software-defined-talk-meetup-in-austin-tx-tickets-396650401027). Runner-up Titles “Have a good time at least once” is in my vacation OKRs The podcast of the Slack Analog Clocks Digital Clock Native Pretending to have a sidekick The First Business Case for the Metaverse I was a liberal arts major The TAM Episode Rundown Cloud Earnings Clouded Judgement 7.29.22 (https://cloudedjudgement.substack.com/p/clouded-judgement-72922?utm_source=substack&utm_medium=email) Amazon says cloud-computing revenue rose 33%, topping Wall Street estimates (https://www.cnbc.com/2022/07/28/aws-earnings-q2-2022.html) 60% of Amazon's net revenue growth YoY was AWS. (https://twitter.com/conorsen/status/1552749857500286976?s=21&t=4J4ob4S-4vxl-60DOSKkUw) AWS continues to show strength, but there are a few things to watch out for (https://seek