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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

Azure 184
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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

The global AI race is heating up as nations race to develop full-stack AI systems – integrated pipelines from data and hardware to models and applications. AI is already everywhere: in 2024, 78% of organizations reported using AI ( up from 55% in 2023 ). billion into AI in 2024 (about 12× China’s $9.3B).

AI 69
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

With Databricks now one of the largest pre-IPO technology companies, with $10 billion of expected non-dilutive financing and a valuation of $62 billion, Ron’s insights are gold for any revenue leader looking to scale. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy.

Scale 169
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How Chargeback Makes IT Strategic in the Eyes of the CFO

Blulogix

That enables: Better alignment between IT and finance Smarter investment decisions The ability to justify innovation (e.g., AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. Chargeback is how you do that.

AWS 59
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RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

Retrieval-Augmented Generation (RAG) is a cutting-edge approach in AI that combines large language models (LLMs) with real-time information retrieval to produce more accurate and context-aware outputs. Industry leaders have quickly embraced RAG as a way to build more intelligent AI applications. and real SaaS examples using RAG.

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Investing in Wiz

Andreessen Horowitz

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. Wiz is also poised to benefit from another paradigm shift that may be even more massive than the move to the cloud: AI.

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GTM 139: AI Agents Are Changing Everything — Microsoft’s VP of AI Agents on the New Era of Work and Software | Ray Smith

Sales Hacker

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Ray Smith is the VP of AI Agents at Microsoft. Ray breaks down why the rise of AI agents is a tectonic shift, how businesses are already seeing ROI, and what it means for SaaS, team structure, and go-to-market strategies.