Tom Tunguz

JANUARY 23, 2023

The transcript highlights the major trends in software of 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.

Azure 256

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 256

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. On October 25th, I’ll share my 10 predictions for data in 2023 at The Impact Data Summit. Cloud databases generated $39b in spend , about half of all database revenue.

Data 282

Data Azure Machine Learning Artificial Intelligence 282

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023.

Cloud 244

Cloud Azure Headcount Software Review 244

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. In 2023, the average spend across foundation model APIs, self-hosting, and fine-tuning models was $7M across the dozens of companies we spoke to. Budgets for generative AI are skyrocketing.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

User Pilot

FEBRUARY 6, 2023

If you are wondering how actionable analytics can help you boost product growth in 2023, this post is for you! H2O Driverless AI uses machine learning workflows to help you make business and product decisions. Let’s get started. TL;DR Actionable data in data analytics are the insights that are ready to use.

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

SaaStr

JUNE 26, 2024

If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. What this graph shows is that there is no downturn in the mobile economy. It’s a rocket ship.

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Automation Everywhere Through 2023, SaaS was mostly workflow and dashboards. Security and compliance are strong, with Wiz turning down billions from Google.

Sales Hiring 317

Sales Hiring Scale AI SaaS 317