Andreessen Horowitz

APRIL 5, 2024

They addressed the top concern for CISOs: the impact of generative AI on enterprise security. Here’s what they had to say about the key considerations for technology adoption and strategies CISOs can employ to navigate the rise of AI-driven security solutions: 1. What is the biggest security threat that enterprises face today?

Generative AI 100

Generative AI AI Enterprise Technical Review 100

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally).

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Tom Tunguz

JULY 25, 2023

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI. The desire for AI is broad. The acceleration is really quite broad.

Azure 201

Azure GCP(Google Cloud Platform) AI Cloud 201

Clouded Judgement

FEBRUARY 2, 2024

” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. So what you're seeing is much more of that continuous cycles by customers, both when it comes to AI or whether it comes to the traditional workloads.”

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Andreessen Horowitz

SEPTEMBER 25, 2023

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution.

AI 98

AI Azure New CTO Software Development 98

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 244

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 244

IT World

FEBRUARY 8, 2023

Microsoft has gone all in on artificial intelligence (AI), pouring $10 billion in the OpenAI startup — and that’s just the opening gambit. AI will reap many billions in revenue for the company, particularly its cloud business. Yesterday it unveiled plans to add AI to Bing in a bid to take market share from Google.

AI 96

AI Artificial Intelligence Azure Cloud 96

IT World

OCTOBER 12, 2022

Microsoft has launched Microsoft Syntex, a rebranding of the application as the company transforms it into a set of content apps, low-code tools and services that uses AI to streamline how organizations work with content. To read this article in full, please click here

AI 115

AI Azure Management Cloud 115

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “I don’t even hear the words AI and budget in the same sentence.” “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter.

GCP(Google Cloud Platform) 142

GCP(Google Cloud Platform) Azure Data Startup 142

Andreessen Horowitz

SEPTEMBER 25, 2023

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution. Ali: Enterprises move slow.

AI 110

AI Enterprise Artificial Intelligence Generative AI 110

Clouded Judgement

APRIL 11, 2024

Who are the real AI winners. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications.

Cloud 161

Cloud Azure AWS Software Review 161

Andreessen Horowitz

MAY 7, 2024

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. Wiz is also poised to benefit from another paradigm shift that may be even more massive than the move to the cloud: AI.

Investment 91

Investment Cybersecurity Azure Cloud 91

Tom Tunguz

FEBRUARY 13, 2023

AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. Today, our largest R2 customer is another AI company using us for exactly the purpose of being a neutral place to store their training data. Yesterday, Cloudflare announced earnings.

Cloud 229

Cloud Azure Headcount Software Review 229

IT World

JANUARY 25, 2023

Microsoft said it expects its third quarter cloud gross margin to decrease by one percentage point, driven by Azure. Microsoft Azure and other cloud services grew 38% in constant currency terms on a year-on-year basis, slowing down by 4% from the previous sequential quarter. These numbers exclude the impact of currency fluctuations.

Cloud 96

Cloud Azure AI Enterprise 96

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. ” They’re also seeing some real strength in AI Services. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Subscribe now Busy week! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 10, 2023

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. And everyone hoping for AI acceleration will need to wait. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

IT World

JULY 7, 2022

Microsoft is backing away from its public support for some AI-driven features, including facial recognition, and acknowledging the discrimination and accuracy issues these offerings create. Sarah Bird, the principal group product manager for Microsoft's Azure AI, summed up the pullback last month in a Microsoft blog.

Azure 110

Azure Technical Review AI Technology 110

IT World

JULY 13, 2023

While I expect this is an issue that generative AI will eventually fix, when it comes to developing for developers, Microsoft tends to stand out because it knows better than most what they struggle with.

Azure 72

Azure Generative AI AI Development 72

SaaStr

NOVEMBER 18, 2021

ai is one of those enterprise software companies ($2m customers on average) you hear about and see their billboards but are never quite sure what they do. ai, that somewhat mysteriously does “Enterprise AI” It IPO’d to now a $5 Billion valuation and is now at $200m+ in ARR, growing at 29%.

AI 47

AI Azure Cloud Enterprise 47

Intercom, Inc.

DECEMBER 31, 2019

The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

APRIL 26, 2024

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 232

AI Search AI Artificial Intelligence Scale 232

IT World

NOVEMBER 14, 2019

At Ignite 2019 in Orlando last week, Microsoft unveiled a new approach to analytics and data warehousing, Azure Synapse Analytics, and a new way to run Azure data services in anyone’s cloud, Azure Arc. Get the latest cloud computing insights by signing up for our newsletter. ] To read this article in full, please click here

Cloud 64

Cloud Azure Management AI 64

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

Tom Tunguz

APRIL 25, 2024

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. ” Much of the AI spend is at the enterprise, where a 50% reduction in customer support cost or a 75% increase in engineering capacity filters billions to the bottom line.

Azure 195

Azure AI Search Marketing AI 195

Neil Patel

JANUARY 25, 2021

A unique feature of Zoho Analytics is its AI-powered assistant that can answer all your questions in the form of meaningful reports. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud.

Data Analysis 128

Data Analysis Software Data Scale 128

IT World

JUNE 6, 2019

Microsoft and Oracle are partnering in the cloud, allowing their customers to run enterprise workloads across Microsoft Azure and Oracle Cloud. Users can run one part of a workload within Azure and another part in Oracle Cloud. To read this article in full, please click here

Azure 12

Azure Cloud AI Enterprise 12

User Pilot

JULY 18, 2023

Develop – to break down the roadmap into prioritized tasks for development teams Integrations with development (Azure, Jira, Github), communication (Slack, Teams), CRM (Salesforce, Zendesk), project management (Trello, Asana), knowledge management (Confluence), and workspace tools (Google, Microsoft) Pricing Aha!

Software Review 95

Software Review Software Management Azure 95

User Pilot

FEBRUARY 6, 2023

H2O Driverless AI uses machine learning workflows to help you make business and product decisions. Microsoft Azure Machine Learning is a data science tool that helps you create machine learning models at scale so you can prepare data, build and train models, deploy, and then monitor results.

Artificial Intelligence 97

Artificial Intelligence Data Software Review Machine Learning 97

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. Over the past couple months, we’ve spoken with dozens of Fortune 500 and top enterprise leaders , 2 and surveyed 70 more, to understand how they’re using, buying, and budgeting for generative AI.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

OpenView Labs

FEBRUARY 9, 2021

While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. “Usage-based pricing will be the key to successful monetization in the future.”. Land-and-expand is real.

Scale 98

Scale Pricing Scaling AWS 98

SaaStr

JULY 27, 2019

2: LinkedIn is Migrating to Microsoft Azure. 3: Microsoft Invests $1 BIllion in OpenAI to Develop AI Technologies on Azure. And ask them if it could happen to you. You will get some scary answers. #2: But it will take 3+ years!! #3: The Cloud Wars continue to heat up. Maybe like nothing we’ve seen before. #4:

Cloud 31

Cloud Azure Venture Capital Mobile 31

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. The move to the Cloud is well underway, but the impact of AI on new growth and productivity is not yet well understood. and Adobe is in third place with 6.7%

Trends 40

Trends Marketing SaaS Azure 40