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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. ” AWS fully embracing the breadth over depth approach. A strong data foundation is critical for an effective AI strategy!

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally).

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Picking Teams in AI

Tom Tunguz

In addition, Microsoft & Snowflake announced a deeper AI go-to-market partnership with Snowflake. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation. Snowflake’s partnership with Nvidia positions Snowflake’s cloud as a broader infrastructure platform.

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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI. The video is here.

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. So what you're seeing is much more of that continuous cycles by customers, both when it comes to AI or whether it comes to the traditional workloads.” Follow along to stay up to date!

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Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. That’s a high value for AWS.

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What’s New at Google Cloud with CMO Alison Wagonfeld

SaaStr

When it comes to marketing Workspace, Alison shared they’re double down on showing off the value off of Duet AI, Google Workspace’s AI assistant. Their focus on Marketing with Duet AI with Workspace has been a way to open up business in new accounts. Right now, 70% of the GenAI startups are using Google Cloud.

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