Clouded Judgement

MARCH 22, 2024

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).

AI 183

AI Revenue Cloud Technical Advisors 183

Tom Tunguz

JULY 25, 2023

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI. The desire for AI is broad. The acceleration is really quite broad.

Azure 204

Azure GCP(Google Cloud Platform) AI Cloud 204

Clouded Judgement

OCTOBER 27, 2023

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.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Tom Tunguz

JANUARY 23, 2023

Below, I’ve listed those trends with data & excerpts from the earnings call transcript. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Machine Learning is a Secular Platform Change & a Growth Driver for Software The age of AI is upon us, and Microsoft is powering it.

Azure 246

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 246

Clouded Judgement

APRIL 11, 2024

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Who are the real AI winners. One of my favorite data sets from the quarter was one my colleague Thomas pulled together. This is the data point shown for Q4 ‘23.

Cloud 177

Cloud Software Azure AWS 177

Andreessen Horowitz

SEPTEMBER 25, 2023

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution. Ali: Enterprises move slow.

AI 109

AI Enterprise Artificial Intelligence Generative AI 109

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Everyone is hoping to find a glimmer of data to suggest that the headwinds are abating and easing. Azure reported on Tuesday and gave us that glimmer of hope. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 20, 2023

In general economic data has continued to come in strong (a data point suggesting inflation could stay sticky, and the economy can absorb rates staying higher for longer). Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 161

Cloud Azure AWS Software Review 161

Tom Tunguz

FEBRUARY 13, 2023

The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

Cloud 231

Cloud Azure Headcount Software Review 231

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Q2 GDP came in at 2.4%

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Neil Patel

JANUARY 25, 2021

The thing about data is it helps you make better business decisions. Everyone has questions when it comes to choosing data analysis software. Why are there so many data analytics tools? You have to arrange your data, explain it, present it properly, and then derive a conclusion from it. Which one is worth your money?

Data Analysis 128

Data Analysis Software Data Scale 128

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. ” They’re also seeing some real strength in AI Services. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

NOVEMBER 10, 2023

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. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

User Pilot

FEBRUARY 6, 2023

In this article, we cover everything about different types of actionable analytics, how to collect those actionable insights and the best tools you can use to harness the analytical data. TL;DR Actionable data in data analytics are the insights that are ready to use. What is actionable data in data analytics?

Artificial Intelligence 94

Artificial Intelligence Data Software Review Machine Learning 94

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. However, it’s not showing up in the data yet. And everyone hoping for AI acceleration will need to wait.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

APRIL 26, 2024

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 217

AI Search AI Artificial Intelligence Scale 217

IT World

NOVEMBER 14, 2019

At Ignite 2019 in Orlando last week, Microsoft unveiled a new approach to analytics and data warehousing, Azure Synapse Analytics, and a new way to run Azure data services in anyone’s cloud, Azure Arc. Get the latest cloud computing insights by signing up for our newsletter. ]

Cloud 64

Cloud Azure Management AI 64

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. We can look at data for indicators, but predicting anything with confidence on all 3 of these vectors is very hard. The S&P contains both value and growth.

Cloud 130

Cloud Azure AWS Generative AI 130

Tom Tunguz

APRIL 25, 2024

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.

Azure 197

Azure AI Search Marketing AI 197

User Pilot

JULY 18, 2023

Develop – to break down the roadmap into prioritized tasks for development teams Integrations with development (Azure, Jira, Github), communication (Slack, Teams), CRM (Salesforce, Zendesk), project management (Trello, Asana), knowledge management (Confluence), and workspace tools (Google, Microsoft) Pricing Aha!

Software Review 88

Software Review Software Management Azure 88

IT World

JUNE 6, 2019

Microsoft and Oracle are partnering in the cloud, allowing their customers to run enterprise workloads across Microsoft Azure and Oracle Cloud. A direct network connection and identity interoperability between the two clouds will also allow customers to seamlessly migrate workloads and data, the companies said.

Azure 12

Azure Cloud AI Enterprise 12

Andreessen Horowitz

MARCH 21, 2024

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.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

SaaStr

JULY 27, 2019

Here are the top stories: #1: “Russia’s Secret Intelligence Agency Hacked: ‘Largest Data Breach in Its History’ My suggestion: share each data breach and hacking story with your dev team. 2: LinkedIn is Migrating to Microsoft Azure. And ask them if it could happen to you. But it will take 3+ years!! #3:

Cloud 30

Cloud Azure Venture Capital Mobile 30

ProfitWell

SEPTEMBER 10, 2020

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. Big data can take over the workload in an increasing number of areas. Pricing Changes.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. Cloud services spending is also fueling the data center hardware and software market to grow to $150 billion. and Adobe is in third place with 6.7%

Trends 40

Trends Marketing SaaS Azure 40

Clouded Judgement

SEPTEMBER 19, 2023

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Audacix

MAY 11, 2023

API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure. When you perform API vulnerability analysis using API scanning tools, you aim to secure data packets in transit using HTTPS. Remember the infamous Equifax data breach in 2017?

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

SmartKarrot

MAY 11, 2023

“85% of employers say they directly benefit from AI in the workplace” – MIT Sloan Management Review The difference between conversation and conversational intelligence and how they can improve the customer experience. One of the platform’s most interesting features is its Prediction Builder tool.

Artificial Intelligence 10

Artificial Intelligence Azure Sales Hiring Machine Learning 10

User Pilot

JULY 17, 2023

Qualaroo helps you collect customer feedback and measure customer satisfaction with AI-powered sentiment analysis. Canny facilitates feedback collection and analysis through a voting board and relevant data integration. Qualtrics is great customer feedback software for collecting, managing, and acting on feedback data.

Software Review 18

Software Review Software AI Search AI 18

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Data security concerns : Storing data in the cloud means that sensitive company information is managed by a third party, which can raise concerns about data security and privacy.

SaaS Payments 82

SaaS Payments Payment Services Payment Methods Payment Solutions 82

User Pilot

MAY 30, 2023

Understanding how to choose CDP vendors that help you harness data, make the most of the insights you gather, and drive growth is a tricky challenge. In this article, we’re going to unpack what a customer data platform (CDP) is, explore the best tools out there, and share a few attractive alternatives. Let’s get into it!

Azure 89

Azure Government Marketplace as a Service Data 89

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

SmartKarrot

DECEMBER 1, 2021

Selecting the right one is contingent upon the type of business, where you want to go, who requires access to the data, your tech stack, etc. Interactive Power BI desktop: This tool helps you build reports real quick with quick access to data. Power BI is a Microsoft product, and it works with Azure only, now that is a huge limitation.

Underperforming Technical Team 10

Underperforming Technical Team Business SaaS Cloud 10

OPEXEngine

FEBRUARY 15, 2022

He continues, “However, the data suggest a real impact. Referencing public stock data pulled from OPEXEngine’s EdgarEngine from the second half of 2021, he explains, “The correlation between a SaaS company’s growth rate and its revenue multiple is 0.71. Cloud Operations and Platform Support. 3rd Party Fees.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

SaaStr

AUGUST 22, 2020

Justin Bedecarre: And another really important point that we really believe in is that you have to use data to drive decisions, right? You have to use data on how people are using the space. Justin, you actually made a really good point on data. Jen Nguyen: Yeah. Is it remote forever for the win, or is it flexibility?

Sales Recruiting 148

Sales Recruiting Cloud CTO Hire Scale 148

Sales Hacker

AUGUST 9, 2021

Orca Security provides security and compliance for Amazon Web Services , Azure , and Google Cloud Platform. Securiti is an AI-powered PrivacyOps platform that automates functions needed for privacy compliance. The company recently announced an integration with cloud data platform Snowflake. Number of Employees: 251–500.

Cybersecurity 101

Cybersecurity Sales Hiring Scale compliance 101

All that Saas

JULY 8, 2021

The software integrates well with over 65 tools like Microsoft Azure, Google Compute Engine, Google App Engine, and many others to deliver a seamless user experience. ActiveCampaign’s built-in CRM helps you grow your sales with seamless linking of marketing and sales data. Key Features. Constant Contact.

Software Review 52

Software Review Software Marketing Scale 52