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. Revenue multiples are a shorthand valuation framework.

Cloud 161

Cloud Azure AWS Software Review 161

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

Tom Tunguz

FEBRUARY 13, 2023

Turning to our customer metrics in the fourth quarter. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. Today, our largest R2 customer is another AI company using us for exactly the purpose of being a neutral place to store their training data.

Cloud 236

Cloud Azure Headcount Software Review 236

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

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

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 204

AI Search AI Artificial Intelligence Scale 204

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

These tools should help you understand your business in more detail, including important metrics, inventory, and sales numbers. It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. You should be able to identify problem areas, along with ways to improve them. System Integration.

Data Analysis 128

Data Analysis Software Data Scale 128

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. Pick the right usage metric. There are many usage metrics you could use in your pricing. Land-and-expand is real.

Scale 98

Scale Pricing Scaling AWS 98

User Pilot

FEBRUARY 6, 2023

After collecting data, diagnostic analytics uses data mining to interpret the metrics and make sense of the “why” behind them. H2O Driverless AI uses machine learning workflows to help you make business and product decisions. Alteryx is a platform for data scientists and data analysts.

Artificial Intelligence 97

Artificial Intelligence Data Software Review Machine Learning 97

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

ProfitWell

SEPTEMBER 10, 2020

By almost all key metrics, now is a great time to get into the SaaS business model. 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.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

User Pilot

JULY 17, 2023

Qualaroo helps you collect customer feedback and measure customer satisfaction with AI-powered sentiment analysis. Integration: This user feedback software offers integration capabilities with popular services like Slack, Azure DevOps, and Zendesk. AI-powered Tools: It leverages AI-powered tools to help you effectively manage feedback.

Software Review 19

Software Review Software AI Search AI 19

User Pilot

MAY 30, 2023

This will help you unpack the ‘why’ behind customer behavior, monitor important metrics and progress toward KPIs, and most importantly, make data-driven decisions rather than rely on guesswork. Lytics A CDP built for customer-centric experiences, Lytics is the first CDP with native AI built-in. Microsoft Azure dashboard.

Azure 94

Azure Government Marketplace as a Service Data 94

Clouded Judgement

SEPTEMBER 19, 2023

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. As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.”

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

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. In addition, credit card processing fees are typically included in COGs expenses.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

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. The solution also has an advanced analytics dashboard that provides information regarding the campaign metrics to help users gain insights.

Software Review 52

Software Review Software Marketing Scale 52

SaaStr

SEPTEMBER 13, 2020

Azure has been gaining on them rapidly and is growing a double that rate. Number two, we really want companies to report and track these metrics early. What we’ve built is this core AI machine learning engine that takes literally millions and millions of unique sources so that we can deliver 95% accuracy to our clients.

Sales Hiring 153

Sales Hiring Scale Payments Cloud 153

SmartKarrot

JANUARY 18, 2022

Companies can create content that increases conversions and dialogues by using the tool’s metrics. The company offers many solutions that help to automate all of the sales process’s repetitive chores, such as sending follow-up emails and tracking engagement metrics. Capillary Technologies.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

Neil Patel

SEPTEMBER 28, 2020

Social media, for instance, has metrics such as engagement and likes, whereas email marketing focuses more on open rates and click-throughs. Website analytics – Your website will have metrics that can inform on everything from design to marketing.

Technical Review 134

Technical Review Software Review Machine Learning Artificial Intelligence 134