The hottest Cloud Substack posts right now

And their main takeaways
Category
Top Technology Topics

Kong + Solace, Odynn $9.5M, Knorex Ads API

The API Changelog • 1 implied HN point • 23 Feb 26
🕹 Technology Cloud
  1. Companies are merging traditional request-response APIs with real-time event streaming to create a single, observable data fabric. This elevates event streams to first-class API products and enables unified governance for agentic AI.
  2. APIs are being built specifically for autonomous AI agents so they can manage complex tasks like cross-channel advertising and real-time market analysis. Standards and agent-ready interfaces let AI systems interact in natural language and operate autonomously at scale.
  3. APIs are opening new markets and modernizing industries such as finance, loyalty, and travel by standardizing access and enabling embedded, real-time services. This reduces fragmentation and lets businesses offer seamless, personalized experiences.

Clouded Judgement 1.23.26 - The Year of Multi-Modal

Clouded Judgement • 5 implied HN points • 23 Jan 26
💼 Business Cloud
  1. 2026 looks set to be the year multi-modal AI goes mainstream as model quality, cheaper/faster inference, and real-world sensors converge so AI can operate outside text boxes.
  2. Production-grade advances in voice and other modalities plus inference optimizations (batching, speculative decoding, and smaller specialized models) are making always-on, low-latency multimodal applications practical.
  3. SaaS market and operating data show valuation dispersion tied to growth—median EV/NTM revenue is about 4.5x with high-growth companies much higher—while typical public SaaS has high gross margins (~76%), modest median growth (~12%), and long CAC payback (~36 months).

Microsoft Sentinel SOC 101: How to Detect and Mitigate a VIP Account that has Multiple Failed Logons within a Threshold with Microsoft Sentinel

Rod’s Blog • 99 implied HN points • 17 Oct 23
🕹 Technology Cloud
  1. Microsoft Sentinel helps in detecting and mitigating brute-force attacks on VIP accounts, which are high-level privileged user accounts in organizations.
  2. Brute-force attacks involve trying multiple passwords to gain unauthorized access to accounts or systems, making VIP accounts attractive targets.
  3. Organizations can use Microsoft Sentinel to set thresholds for failed logon attempts, create custom detection rules, investigate alerts triggered by VIP accounts, and take necessary response actions.

[Q1 CY2024] Marvell and Broadcom

Irrational Analysis • 39 implied HN points • 08 Mar 24
🕹 Technology Cloud
  1. Marvell and Broadcom both faced challenges after recent earnings, with Marvell experiencing a bigger drop due to exposure to the struggling 5G industry.
  2. The 5G technology's promised new use cases beyond smartphones have largely failed to materialize, leading to decreased demand and implications for companies like Marvell.
  3. Broadcom, on the other hand, showed strength in custom AI accelerators and networking revenue growth, positioning themselves well for the future.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

Console #178 - Top open source projects of this week

Console • 413 implied HN points • 08 Oct 23
🕹 Technology Cloud
  1. Top open source projects featured in Console #178 this week include Clickvote, gpt-pilot, and Kestra.
  2. Projects cover a range of languages like TypeScript, Python, and Java, offering various functionalities from upvotes to workflow orchestrating.
  3. The projects highlighted have a significant number of stars and recent commits, showcasing ongoing development and community interest.

How Crowdstrike fails

Frankly Speaking • 305 implied HN points • 15 Feb 24
🕹 Technology Cloud
  1. Crowdstrike initially succeeded by focusing on incident response, not just products, which differentiated them from competitors like Symantec.
  2. The company's expansion into adjacencies and acquisitions, like PAM and logging, is an effort to move from endpoint protection to a broader platform play for sustained growth.
  3. Crowdstrike may face challenges if they don't adapt successfully to selling to DevOps, security engineers, and managing acquisitions, risking plateauing growth and loss of market interest.

Clouded Judgement 1.9.26 - The Education Advantage in AI

Clouded Judgement • 5 implied HN points • 09 Jan 26
💼 Business Cloud
  1. Teaching customers how to think about and build with AI is a major go-to-market advantage because most teams start from a blank canvas and need guidance on what problems to prioritize and how to approach them.
  2. Opinionated products that accelerate hands-on learning — by making some paths easy, surfacing tradeoffs, and offering sandboxes or free tiers — help teams move from abstract experimentation to clear build‑vs‑buy decisions faster.
  3. SaaS valuations strongly track growth, so higher projected growth drives much higher revenue multiples, while current industry medians (around 12% NTM growth, ~76% gross margin, ~108% net retention) provide a baseline for comparisons.

Issue #114

Infra Weekly Newsletter • 4 implied HN points • 15 Jan 26
🕹 Technology Cloud
  1. GCP favors consistency and global networking primitives and is stronger in data, analytics, and ML. It uses a project-based organization that makes builds faster but more opinionated than AWS.
  2. Platform teams now sit between security, compliance, finance, and application groups and need clearer ownership and decision authority to avoid an accountability gap.
  3. A sophisticated, modular Linux malware framework is targeting cloud servers and containers for credential theft and stealthy persistence, so organisations should assume such threats are coming and tighten access controls, monitoring, patching, and Linux/cloud EDR.

The Ways Microsoft Security Copilot Can Enhance Security Operations with Microsoft Intune

Rod’s Blog • 59 implied HN points • 08 Dec 23
🕹 Technology Cloud
  1. Microsoft Security Copilot is an AI-powered security solution that supports security professionals in various scenarios like incident response and threat hunting, using plugins for wider threat visibility and context.
  2. Security Copilot integrates seamlessly with Microsoft Intune, aiding in managing user access to organizational resources, simplifying device management, and supporting the Zero Trust security model.
  3. Security Copilot helps analysts manage identities and devices, deploy apps, and monitor compliance and security posture using natural language commands, queries, and AI-generated dashboards and reports.

Issue #112

Infra Weekly Newsletter • 9 implied HN points • 05 Dec 25
🕹 Technology Cloud
  1. AI-powered agents are starting to automate DevOps and SecOps by turning natural language into configs, deployments, and monitoring while following best-practice frameworks.
  2. Kubernetes has become the dominant platform for running infrastructure and workloads, effectively serving the ecosystem role Linux once did and spawning tooling like Karpenter to manage resources.
  3. Metal³ together with Ironic brings Kubernetes-style, declarative management to bare-metal servers so you can represent hosts as Kubernetes resources and automate provisioning, and Metal³ is now a CNCF incubating project.

sqlmesh janitor

davidj.substack • 119 implied HN points • 13 Dec 24
🕹 Technology Cloud
  1. Sqlmesh offers various command-line interface commands that help manage and maintain your data projects effectively. For example, the `clean` command helps fix any issues that might arise during execution.
  2. The new tool has unique features that improve development, like automatic data contract handling and optimized incremental models, making it easier to work with large datasets without unnecessary costs.
  3. Competition in the data transformation space is healthy. It pushes tools like dbt and sqlmesh to improve, ultimately benefiting users by providing better features and experiences.

How Wiz fails

Frankly Speaking • 355 implied HN points • 29 Aug 23
🕹 Technology Cloud
  1. Wiz's success relies on having defensible tech or a broader platform.
  2. Wiz differentiated itself by being agentless and focusing on cloud security.
  3. Wiz experienced rapid growth in Annual Recurring Revenue (ARR) and sales.

Re-Introduction

Interconnected • 385 implied HN points • 07 Jun 23
🕹 Technology Cloud
  1. The author provides a re-introduction of their background in three phases: US Politics, Foreign Policy, Washington DC; Cloud Infrastructure, Open Source, Startup Operator; Global Lens, GitHub, Investing and Writing.
  2. Their experience ranges from working in the Obama administration, studying law and computer science, to engaging in early stage investing and working at GitHub.
  3. They emphasize the importance of achieving bilingual information symmetry between English and Chinese through their writing.

Shift to the Client

Dana Blankenhorn: Facing the Future • 59 implied HN points • 07 Nov 23
🕹 Technology Cloud
  1. The shift in technology market from servers to clients is impacting PC sales and new machine development.
  2. AI advancements are driving the change in the market towards client-focused devices.
  3. Expect new types of high-end and consumer-focused PC devices, with enhanced interfaces and connectivity, to become prevalent in the near future.

The Ways Microsoft Security Copilot Can Enhance Security Operations with Microsoft Sentinel

Rod’s Blog • 39 implied HN points • 06 Dec 23
🕹 Technology Cloud
  1. Security teams face challenges such as complexity in handling large volumes of security data from various sources like logs and alerts, making analysis overwhelming, especially during cyberattacks.
  2. There is a skills gap in the market for skilled security professionals, leading to a lack of resources and expertise within security teams to manage all security tasks effectively.
  3. To address challenges, security teams need solutions that simplify security data and tasks, empower them with AI and machine learning capabilities, and protect the organization from cyberthreats by leveraging the latest threat intelligence.

They Invent, Amazon Re-invents

Sector 6 | The Newsletter of AIM • 39 implied HN points • 29 Nov 23
🕹 Technology Cloud
  1. Big tech companies are competing to showcase new technologies, trying to outdo each other with better innovations.
  2. AWS has introduced a new chatbot named Q, which is designed for their customers to chat and generate content easily.
  3. AWS Q can be customized to work with various software used by organizations, making it flexible for different business needs.

Claude 3 Ignites Cloud Wars

Sector 6 | The Newsletter of AIM • 19 implied HN points • 06 Mar 24
🕹 Technology Cloud
  1. Claude 3 has made competition in the cloud market very intense, especially between Microsoft, Google, and Amazon. Each company is trying to outdo the others by adding new AI features.
  2. OpenAI is under pressure to release GPT-5 as Claude 3 shows strong performance. This situation is causing some confusion for Microsoft Azure.
  3. Anthropic's Claude 3 outperformed OpenAI's GPT-4 in several tests and is now available for businesses on platforms like Amazon Bedrock and Google Cloud. This gives businesses more options for AI tools.

6 secrets for never being blocked again

Leading Developers • 57 implied HN points • 21 Jan 25
🕹 Technology Cloud
  1. Developers can avoid being blocked by working directly on DevOps tasks themselves, like opening Pull Requests instead of just making requests. This way, they learn and the DevOps team gets involved faster.
  2. Instead of just asking for help, it's better to ask intriguing questions that engage the DevOps team. It makes them think more creatively and motivates them to assist.
  3. Developers should create their own alerts for their applications. This helps them understand their changes better and ensures that they take responsibility for their work.

What Other Software Is Like CIAM?

ciamweekly • 62 implied HN points • 30 Dec 24
🕹 Technology Cloud
  1. CIAM software is similar across different platforms, which makes it easy to use but also complex in its features.
  2. CIAM is very important for security since it manages sensitive data like passwords and personal information.
  3. Using managed services like CIAM helps developers save time and focus on building better software instead of handling complex login systems.

Interesting Data Gigs # 79: Want a job today as Sofware Engineer? Learn COBOL and Exilir ASAP

Interesting Data Gigs Weekly • 19 implied HN points • 10 Feb 24
🕹 Technology Cloud
  1. Rob Mee and his team at Mechanical Orchard are leveraging Generative AI to modernize critical, old code running on mainframes efficiently and properly.
  2. Legacy systems in the U.S. still heavily rely on languages like COBOL, offering job opportunities for those skilled in it.
  3. Mechanical Orchard's use of COBOL and Elixir highlights the demand for modernizing old systems and the potential for increased profits after such modernization.

The hidden complexity of robot networks

Dev Interrupted • 4 implied HN points • 04 Dec 25
🕹 Technology Cloud
  1. Robots will use a hybrid edge/cloud model, keeping simple reactive control on-device while offloading complex reasoning to the cloud, so teams must decide which intelligence stays local and which runs remotely.
  2. Latency and network reliability are critical. Robotics needs sub-200 millisecond round trips, adaptive protocols that handle packet loss and fluctuating bandwidth, and must preserve command channels even when other streams are degraded.
  3. Robots produce massive multi-sensor data that requires separate real-time and archival systems; capturing and replaying that telemetry is essential for incident analysis and model training and can scale to petabytes quickly.

🔊Capital Allocators China - Generative AI Panel

Interconnected • 200 implied HN points • 14 Aug 23
🕹 Technology Cloud
  1. Generative AI requires a significant amount of electricity and power for training, leading to data centers being located near cheap energy sources.
  2. Open source technologies are challenging closed source in the generative AI space, with implications for competition and innovation.
  3. Chinese AI model makers are emerging in unexpected places like niche internet companies and academic research institutes, showing diversity in the AI landscape.

State of AI: December 2025 newsletter

Guide to AI • 4 implied HN points • 30 Nov 25
🕹 Technology Cloud
  1. AI compute has entered a full-scale arms race: hyperscalers, labs and chip vendors are locking in multi-year capacity, driving massive hardware investments and prompting governments to tie AI planning to energy and national security, which is fragmenting global hardware markets.
  2. Frontier models are becoming more agentic and multimodal, with longer contexts and built-in tool use that let them plan and act across apps, while new open and high-quality image models are making real-world visual generation and editing practical for enterprises.
  3. Research is turning into powerful, practical tools—efficient local models, retrieval-augmented biology models and AI scientist systems—but audits and papers also expose limits and risks like planning failures, transparency lapses and reward-hacking that make safety and verification urgent.

Indian IT Spices Up Generative AI with New Recipes

Sector 6 | The Newsletter of AIM • 39 implied HN points • 25 Jun 23
🕹 Technology Cloud
  1. Indian IT companies are actively developing generative AI solutions to tap into new business opportunities. They are innovating and expanding their offerings in this area.
  2. Wipro started its generative AI practice two years ago and is working with various companies to create centers of excellence. They are also collaborating with academic institutions to boost their research.
  3. Partnerships with tech giants like Google Cloud are helping companies like Wipro advance the use of generative AI in enterprises. This supports businesses in adopting these new technologies effectively.

Frankly Speaking - The rise of the technical security leader

Frankly Speaking • 203 implied HN points • 22 Mar 23
🕹 Technology Cloud
  1. Establishing a foundational security strategy integrated into the engineering process is crucial for tech companies.
  2. The rise of security engineering leaders will be inevitable for growth companies of all sizes.
  3. Strong security design and fast iteration processes require a security engineering team rather than a traditional risk-focused security organization.

Streamlining Your Database Management: Setting Up PostgreSQL with Docker and pgAdmin

DataSketch’s Substack • 1 HN point • 03 Sep 24
🕹 Technology Cloud
  1. PostgreSQL is a great choice for databases because it's reliable, flexible, and open-source. Its advanced features make it suitable for various projects.
  2. Using Docker makes managing PostgreSQL easier by providing isolation, portability, and quick setup. This allows you to run the database without conflicts and move it easily between environments.
  3. pgAdmin is a useful tool for managing PostgreSQL databases. Running it in Docker alongside PostgreSQL gives you a flexible way to interact with your database through a web browser.

Clouded Judgement 11.14.25 - The AI Factory

Clouded Judgement • 4 implied HN points • 14 Nov 25
🕹 Technology Cloud
  1. AI technology is becoming more accessible to businesses, allowing them to create their own AI models. This shift means that even smaller companies can now tap into advanced AI tools.
  2. The process to build an AI model is like a factory line where models are created, tested, and improved continuously. This system helps businesses tailor AI to their specific needs.
  3. The company that can streamline and control the entire AI development process will likely dominate the market. It's essential to grab hold of this evolving AI landscape.

Game On

Sector 6 | The Newsletter of AIM • 19 implied HN points • 06 Nov 23
🕹 Technology Cloud
  1. Sony has bought a UK company called iSIZE, which uses deep learning to improve video delivery. This could make cloud gaming better.
  2. iSIZE is known for creating lifelike digital characters and focuses on 2D and 3D modeling for games and virtual worlds.
  3. Sony believes cloud gaming is important for the future because people want to play games on the go, and this technology will help them do that.

Technically Monthly (July 2025)

Technically • 12 implied HN points • 02 Jul 25
🕹 Technology Cloud
  1. AI models are evolving to think and reason more like humans. This change could make them more useful for complex tasks, beyond just predicting words.
  2. Code reviews can slow down development significantly. Understanding their impact might help teams find ways to speed up this process.
  3. Multi-tenant architecture lets multiple customers share the same server resources. This can make services cheaper and easier to manage.

The Unsung Hero of AI

Sector 6 | The Newsletter of AIM • 19 implied HN points • 20 Aug 23
🕹 Technology Cloud
  1. First movers in tech tend to focus on social service, while second movers look to make profits. For example, OpenAI is paving the way in AI, while Databricks is focusing on business opportunities.
  2. The AI industry is seeing key players like OpenAI and Databricks rising to the top, with OpenAI being recognized as a leader in providing AI tools.
  3. Databricks has partnered with Microsoft to help businesses create AI applications, highlighting a trend of major companies joining forces to enhance enterprise capabilities.

Quietly Selfish with My Apple

Sector 6 | The Newsletter of AIM • 19 implied HN points • 26 Jul 23
🕹 Technology Cloud
  1. Apple provides a lot of tools for developers, including new ones for creating interactive 3D content. But these tools are mainly for Apple developers, limiting broader access.
  2. Apple has a closed approach to developing its generative AI technology, keeping it exclusive while using open-source resources like Google Jax for some of its systems.
  3. While Apple uses other companies' technologies, it prefers to build its own ecosystem, which can make it hard for outside developers to join in.

Everybody Wants to Have an API Product

The API Changelog • 1 implied HN point • 07 Jan 26
🕹 Technology Cloud
  1. Treat API-as-a-Product as a journey, not a final destination. Most teams start with quick, use-case APIs and need deliberate practices to evolve toward reusable, product-grade APIs.
  2. Keep gateways limited to simple infrastructure tasks like protocol or format transformations. Avoid encoding business authorization or core decision logic in the gateway; those belong in identity providers or backend services.
  3. Use a framework like the Data Interface Quadrants to classify APIs as raw data, composed, BFFs, or reusable data products. Classifying APIs makes their purpose measurable and guides what you must change to make them reusable and consumable by others.

Cloud, Data, AI, GenAI

Laszlo’s Newsletter • 37 implied HN points • 03 Jan 24
🕹 Technology Cloud
  1. Cloud computing provides flexibility in resources and enables experimentation without high upfront costs.
  2. Establishing a strong data stack is crucial before implementing AI/GenAI to ensure data quality and reliable insights.
  3. Traditional AI involves well-defined tools for extracting business-relevant information from data, while generative AI like Prompt Engineering and Finetuning require sophisticated infrastructures and specific business goals.