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Standard Issue AI

Tom Tunguz

Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 Small-language models are coming. “We have also built the world’s most popular SLMs, which offer performance comparable to larger models but are small enough to run on a laptop or mobile device.

AI 199
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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 244
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Navigating the Impact of Generative AI on Enterprise Security: Insights from Industry Experts

Andreessen Horowitz

While many are venturing into this space, it’s still the inaugural year for most companies deploying LLM-based applications. Securing these models remains a challenge as their deployment becomes more widespread. Looking broadly, this year will unveil how enterprises actually integrate LLMs into their production workloads.

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10 Predictions for Data at the Impact Summit

Tom Tunguz

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. 2020 is the decade of data. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data 239
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Windows 12 and AI: a coming boon or boondoggle?

IT World

Microsoft has gone all in on artificial intelligence (AI), pouring $10 billion in the OpenAI startup — and that’s just the opening gambit. Microsoft already has released a public preview of its cloud-based Azure OpenAI service which will allow businesses to use AI without having to build infrastructure.

AI 96
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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand). Model providers (OpenAI, Anthropic, etc as companies start building out AI). When they started using large language models from OpenAI, the gross margin on the same product went to -100%!

Cloud 183
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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

But it may also suggest that many resellers with large sales teams looking to sustain their transactional businesses are able to drive additional software bookings. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 229