AI GCP(Google Cloud Platform) SaaS 
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.,
Tom Tunguz
APRIL 6, 2023
There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI.
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Clouded Judgement
JUNE 19, 2024
My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. net retention and CAC payback).
Tom Tunguz
NOVEMBER 28, 2023
" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “I don’t even hear the words AI and budget in the same sentence.” And as a result, our salespeople are really not inclined to do much in GCP.”
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).
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!
Clouded Judgement
AUGUST 2, 2024
Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Even a DCF is riddled with long term assumptions.
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