Tom Tunguz

OCTOBER 23, 2023

“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” They’ve crossed the mark 2 years early.

AI Search 312

AI Search AI Cloud Azure 312

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.

AI 190

AI Cloud Revenue Technical Advisors 190

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. And that’s because with every new paradigm shift—from the internet to cloud computing—the sheer magnitude of digital threats has exploded and threat vectors have become increasingly sophisticated.

Investment 118

Investment Cybersecurity Azure Cloud 118

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.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

How To Buy Saas

MARCH 3, 2025

AI is turning SaaS from a reactive tool into a proactive business partner. (B) B) The Generative AI Boom: SaaS That Creates for You Unless youve been living under a rock, youve probably heard about ChatGPT, DALLE, and other AI content generators. Generative AI is now embedded into SaaS tools everywhere.

Payment Solutions 52

Payment Solutions Software Review SaaS Payments Payment Services 52