Clouded Judgement

FEBRUARY 2, 2024

” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. 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.”

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

IT World

FEBRUARY 8, 2023

Microsoft has gone all in on artificial intelligence (AI), pouring $10 billion in the OpenAI startup — and that’s just the opening gambit. There’s good reason for that investment. AI will reap many billions in revenue for the company, particularly its cloud business. Expect many more billions to follow.

AI 96

AI Artificial Intelligence Azure Cloud 96

Clouded Judgement

MAY 10, 2024

So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. This is for information purposes and should not be construed as an investment recommendation. Securities and Exchange Commission.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications. Altimeter is an investment adviser registered with the U.S.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

APRIL 11, 2024

Who are the real AI winners. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. This is for information purposes and should not be construed as an investment recommendation. net retention and CAC payback).

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 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

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

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.” Subscribe now Busy week! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. And everyone hoping for AI acceleration will need to wait. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Intercom, Inc.

DECEMBER 31, 2019

The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

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 213

AI Search AI Artificial Intelligence Scale 213

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%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

Neil Patel

JANUARY 25, 2021

Data analysis software isn’t a cheap investment, so use caution when making a selection. A unique feature of Zoho Analytics is its AI-powered assistant that can answer all your questions in the form of meaningful reports. How to Choose the Best Data Analysis Software for You.

Data Analysis 128

Data Analysis Software Data Scale 128

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 196

Azure AI Search Marketing ChatGPT 196

OpenView Labs

FEBRUARY 9, 2021

While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. This means you’ll want to invest significantly in tooling and people to be able to predict your customers’ consumption.

Scale 98

Scale Pricing Scaling AWS 98

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

2: LinkedIn is Migrating to Microsoft Azure. 3: Microsoft Invests $1 BIllion in OpenAI to Develop AI Technologies on Azure. And ask them if it could happen to you. You will get some scary answers. #2: But it will take 3+ years!! #3: The Cloud Wars continue to heat up. Maybe like nothing we’ve seen before. #4:

Cloud 31

Cloud Azure Venture Capital Mobile 31

OPEXEngine

OCTOBER 25, 2019

Huge capital inflows to tech combined with extraordinarily low interest rates contribute to relatively easy growth capital access across the funding continuum from debt to equity investment. The move to the Cloud is well underway, but the impact of AI on new growth and productivity is not yet well understood.

Trends 40

Trends Marketing SaaS Azure 40

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. As such, many SaaS businesses are opting for the latter. This, in turn, helps reduce churn.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

User Pilot

APRIL 30, 2024

This article will look at the most successful SaaS companies, so you can decide if you want to invest in them for your business. Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

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

Clouded Judgement

SEPTEMBER 19, 2023

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. The rise of foundation models and generative AI only furthers this trend. But this isn’t another post about AI, it’s about the future of data infrastructure.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Navint

AUGUST 26, 2019

Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. Salesforce heavily invested in re-architecting and launched Salesforce CPQ & Billing as an enterprise solution that supports all business models. Fast-forward to Fall 2018.

Azure 40

Azure Outsourced Development Scale Finance 40

OPEXEngine

FEBRUARY 15, 2022

One example is third-party data intelligence feeds— which are artificial intelligence (AI) collected data streams filled with threat information from vendors such as DeCYFIR, ThreatFusion, and IntSight — that assess outside threats. Why Does It Matter? Why does that matter?

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

Sales Hacker

AUGUST 9, 2021

Investment in cybersecurity companies has increased more than thirteenfold since 2011, and despite the COVID-19 pandemic, 2020 was a record year for cybersecurity with over $7.8 billion invested in the industry globally. Orca Security provides security and compliance for Amazon Web Services , Azure , and Google Cloud Platform.

Cybersecurity 103

Cybersecurity Sales Hiring Scale compliance 103

SaaStr

SEPTEMBER 13, 2020

Azure has been gaining on them rapidly and is growing a double that rate. One of the early co-investments with my prior firm in Bessemer was in Shopify. If you look at companies like Cornerstone OnDemand, which we invested in a long time ago, it took them some time to get to 100 million of ARR. It is staggering.

Sales Hiring 157

Sales Hiring Scale Payments Cloud 157

SmartKarrot

JANUARY 18, 2022

India has seen exponential growth in SaaS investments in the last decade. Instead of marketing, Zoho invests in R&D and customer service. Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.”

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11