Acquisition AWS Generative AI 
Clouded Judgement
MARCH 22, 2024
Software SaaS revenue streams are generally highly predictable and long dated (a 90% gross retention implies your customers stick with you for 10 years on average). And once a customer has paid back the initial acquisitions costs to acquire it, all future streams of revenue can loosely be described as a cash flow annuity.
Andreessen Horowitz
SEPTEMBER 25, 2023
[03:08] Data wars [04:28] Big vs. small LLMs [08:13] Fine-tuning [13:52] Open source AI [17:51] Benchmarks are b t [19:30] Why Ali isn’t afraid of AI Why is it so hard for enterprise to adopt AI? Ben: Going to generative AI, 1 of the things that’s been interesting for us as a VC, is we see all kinds of companies.
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User Pilot
MARCH 5, 2025
Self-serve support: Zendesk goes beyond traditional knowledge bases to incorporate generative AI capabilities that let you save time. For example, instead of writing entire help articles, you could come up with a few bullet points and ask the AI to expand on them. Its hosted in AWS and SOC 2 Type 2 compliant.
Chart Mogul
DECEMBER 6, 2023
Before 2023, the term “generative AI” was met with blank faces. But over the past 12 months, Open AI’s ChatGPT has gone mainstream, Twitter has become X, Silicon Valley Bank collapsed, as did FTX, and WeWork… How many of these did you see coming? What will 2024 bring?
Andreessen Horowitz
APRIL 30, 2024
It’s not so easy to operate a business with hundreds and thousands of people in it when you’re trying to take the best of both companies, which was really generally our approach. By the way, that’s super important for acquisitions, but also super important for divestitures. So, I think that was super important.
SaaStr
JUNE 1, 2025
The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs. revenue (33x multiple) Anthropic: $61.5B
Sales Hacker
MAY 13, 2025
He served as Chairman and CEO of the company until its acquisition by Yahoo! He also served as chairman and CEO of the company until its acquisition by Yahoo in July of At Yahoo, he was responsible for the operations of global advertising marketplaces. It’s also, what do the generative AI engine say about my business?
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