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AI Reaccelerating Cloud Growth

Tom Tunguz

This growth is fueled by AI workloads. “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.

AI Search 312
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Microsoft's Billion Dollar AI Business

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. But the story in this quarter’s reports is AI.

AI Search 266
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How Your Sales Team Can Use PLG to Acquire and Expand New Customers Faster with Uday Chakravarth, Former Head of PLG at Atlassian 

SaaStr

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. Atlassian, Microsoft Azure, and Zoom are good examples of that. Leverage AI to assist sales. Whichever you choose will be a strategic decision.

Scale 299
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RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

Retrieval-Augmented Generation (RAG) is a cutting-edge approach in AI that combines large language models (LLMs) with real-time information retrieval to produce more accurate and context-aware outputs. Industry leaders have quickly embraced RAG as a way to build more intelligent AI applications. and real SaaS examples using RAG.

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Clouded Judgement 4.28.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. As I’ve mentioned before, everyone is searching for the “bottom.” Azure reported on Tuesday and gave us that glimmer of hope.

Cloud 130
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How Chargeback Makes IT Strategic in the Eyes of the CFO

Blulogix

AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. Heres the cost trend. That enables: Better alignment between IT and finance Smarter investment decisions The ability to justify innovation (e.g., Heres a breakdown.

AWS 59
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GTM 139: AI Agents Are Changing Everything — Microsoft’s VP of AI Agents on the New Era of Work and Software | Ray Smith

Sales Hacker

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Ray Smith is the VP of AI Agents at Microsoft. Ray breaks down why the rise of AI agents is a tectonic shift, how businesses are already seeing ROI, and what it means for SaaS, team structure, and go-to-market strategies.