Clouded Judgement

SEPTEMBER 27, 2024

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

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 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

AUGUST 2, 2024

Today, the market seems a lot more worried about business fundamentals / growth. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. However, rates are just one variable.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. I’m as excited as ever about the long term cloud software markets.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Top 5 Median: 15.5x

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

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.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Clouded Judgement

AUGUST 11, 2023

” It’s really important that new business is still healthy, and a sign of overall market health. I think market can look forward 2-3 quarters, but we’re getting tight on that window. 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.

JANUARY 24, 2019

He joined me for a chat that ranged from the role of AI to how they choose startups to incubate. It’s now so inexpensive to go to market that having a great tech vision and product isn’t enough. Customer nurturing now starts from the first touch, and AI can help with that. Short on time?

Scale 151

Scale Machine Learning Artificial Intelligence Technical Review 151

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.” Meaning labor markets continue to be strong!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Teamgate

JUNE 11, 2025

is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. The AI-powered insights have helped us identify and resolve issues faster, resulting in stellar uptime and increased customer satisfaction for Fortune 500 customers.” “Middleware.io ” – Tatevik H.,

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

User Pilot

JULY 14, 2024

marketing, product) to define key business questions and translate them into data-driven problems. Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This helps personalize the user experience and target marketing efforts effectively. What you’ll do : Collaborate with cross-functional teams (e.g.,

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52