Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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…). Follow along to stay up to date!

AI 183

AI Revenue Cloud Technical Advisors 183

Tom Tunguz

APRIL 6, 2023

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.

Generative AI 208

Generative AI AI GCP(Google Cloud Platform) Startup 208

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

SaaStr

JULY 19, 2022

Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers.

GCP(Google Cloud Platform) 215

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 215

User Pilot

APRIL 30, 2024

Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources. Microsoft offers enterprise solutions, productivity suites, and cloud services for both B2B and B2C sectors, emphasizing innovation and efficiency.

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

User Pilot

MAY 30, 2023

Lytics A CDP built for customer-centric experiences, Lytics is the first CDP with native AI built-in. Host in your Google Cloud for top-class privacy, security, and GDPR compliance. Data warehouse – Microsoft Azure Data warehouses are large repositories consolidating data from multiple channels.

Azure 98

Azure Government Marketplace as a Service Data 98

Intercom, Inc.

AUGUST 9, 2018

A common misconception is that AI will replace human employees. With the rise of AI, we’re seeing personality-driven bots like Cortana, Siri and Alexa. The future of AI is bright. I am the Corporate Vice President at Microsoft in the AI and Research Division, and I focus on all of our conversational AI.

AI Search 145

AI Search AI Artificial Intelligence Technical Review 145