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When 1% Market Share Shifts Represent $5b of Market Cap

Tom Tunguz

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. ” Much of the AI spend is at the enterprise, where a 50% reduction in customer support cost or a 75% increase in engineering capacity filters billions to the bottom line.

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16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. Over the past couple months, we’ve spoken with dozens of Fortune 500 and top enterprise leaders , 2 and surveyed 70 more, to understand how they’re using, buying, and budgeting for generative AI.

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What Are SaaS Products + 22 Successful SaaS Companies to Follow

User Pilot

Software as a Service offers specialized tools for product growth , CRM, project management, ERP, collaboration, financial management, customer service, and marketing automation. HubSpot and Salesforce are both CRMs that offer customer analytics, survey tools, and extensive integrations. What are the benefits of the SaaS model?

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Microsoft’s Lili Cheng on making bots more human

Intercom, Inc.

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. Lili: Yeah.

AI Search 145
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Actionable Analytics 101: How to Collect and Use Actionable Data Insights in SaaS

User Pilot

H2O Driverless AI uses machine learning workflows to help you make business and product decisions. Microsoft Azure Machine Learning is a data science tool that helps you create machine learning models at scale so you can prepare data, build and train models, deploy, and then monitor results.

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Getting Clarity around COGs Benchmarks in 2022

OPEXEngine

Just as SaaS companies are aware that hosting, professional services, customer support, and third-party licenses, sit squarely in COGs—so too are there continuing questions about whether customer success, sales commissions, and R&D expenses should sit in COGs or should be in OPEX. Customer Support.

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SaaS Growth: Top Strategies and Trends for SaaS Growth

ProfitWell

Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. AI Integrations. As such, many SaaS businesses are opting for the latter.