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

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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). Subscribe now Share Clouded Judgement Leave a comment

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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

Machine-learning companies are an important agent of growth & seem to be less loyal to a platform as they seek the most economical solution for their data storage & compute needs. [AI AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

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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.

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How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

SaaStr

Culture Structure You want a culture of checking results and having metrics to evaluate those results from the LLM or a more traditional model. Historically, Cloud platforms like AWS and Azure help with the sporadic needs of renting a GPU for a few hours for training vs. long-term use, which would cost thousands of dollars.

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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. Cloud databases generated $39b in spend , about half of all database revenue. On October 25th, I’ll share my 10 predictions for data in 2023 at The Impact Data Summit.

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Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

SaaStr

Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers.

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16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

One company cited saving ~$6 for each call served by their LLM-powered customer service—for a total of ~90% cost savings—as a reason to increase their investment in genAI eightfold. Here’s the overall breakdown of how orgs are allocating their LLM spend: 3. Cloud is still highly influential in model purchasing decisions.