Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. This growth is fueled by AI workloads. ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” At the time of acquisition, Github had about 25m users & projected to reach 100m in 2025.

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Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Here are some highlights from Amazon’s earnings : “We see considerable momentum on the AI front where we’ve accumulated a multibillion-dollar revenue run rate already.”

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Clouded Judgement

JANUARY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on Harry Stebbings podcast to chat about the state of venture backed companies heading into 2024 and 2025.

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SaaStr

APRIL 3, 2024

As the kickoff to our first fully digital SaaStr AI Day, Jennifer Tejada , the CEO of PagerDuty, chatted with Jason Lemkin, SaaStr CEO and Founder, about navigating the shift to Generative AI and what Artificial Intelligence in SaaS might look like in the next 6 months, as well as years to come. How to Buck Up and Go Long in SaaS?

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Andreessen Horowitz

SEPTEMBER 25, 2023

And the broad impact of this wave of AI is already creating the sort of massive value we’ve seen with other platform shifts, like the internet, mobile, cloud. AI today 1. But there will be more breakthroughs because now all the AI scientists in the world are working on making the stuff better. Noam Shazeer, Character.AI

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IT World

JANUARY 22, 2020

Take, for example, two persistent myths making the rounds today: First, that cloud spend is sending data center spending off a cliff and, second, that AI is overhyped snake oil that mostly fails enterprise buyers. Also on InfoWorld: AI, machine learning, and deep learning: Everything you need to know ]. Aggressive?

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SmartKarrot

FEBRUARY 16, 2022

Current customer interactions are 85% AI-powered. According to 71% of businesses, the cloud has changed the consumer experience. By 2025, Artificial Intelligence (AI) is expected to drive 95% of CX. An organization can increase its revenue by 10-15% by improving its CX. According to 47.5%

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