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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 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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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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5 Interesting Learnings from Canva at Almost $2 Billion in ARR

SaaStr

They were $1.7B+ ARR in October , so let’s call it close to $2B at the end of the year, growing 40%+ at that scale –and profitable! (or 300 Employees Working on AI Not a surprise, but interesting to see the scale of investment here. #5. But we at least know enough to put together 5 Interesting Learnings!

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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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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

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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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