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The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

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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Microsoft's Billion Dollar AI Business

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.

AI Search 266
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

For startups looking to land their first big customers, Rons advice is simple: Leverage existing user communities. ” Building the Right Sales Motion In Databricks early days, the sales team was largely inside sales, selling to tech startups in Silicon Valley. We went to the open-source community and asked, What would you pay for?

Scale 169
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Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

" 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.”

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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).

Cloud 320
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Signs We've Touched the Bottom

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.

Azure 238
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Salesforce’s Mike Kreaden on how to build a platform to drive growth

Intercom, Inc.

Mike has been in and around startups for the better part of three decades: as a consultant, as a co-founder and now as the Managing Director of Salesforce Incubator, which propels new startups into the marketplace. He joined me for a chat that ranged from the role of AI to how they choose startups to incubate.

Scale 151