AI Business Model GCP(Google Cloud Platform) Payment Features 
Clouded Judgement
MAY 31, 2024
And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI. Coming in to Q1 there was broader optimism. Q4’s were generally good!
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!
Expert insights. Personalized for you.
177 
Let's personalize your content