Remove Artificial Intelligence Remove Azure Remove Enterprise
article thumbnail

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

These seem like perfect fits for LLM based applicatiosn. Perfect for a LLM! They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Many of them AI based.

article thumbnail

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 256
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

SaaStr

Ron and his team tapped into their VC network, particularly a16z, to land early enterprise deals. And we found a lot of our big enterprise customers through that channel early days. But Ron quickly saw that bigger dollars were in the enterprise. They set up meetings with Fortune 500 CIOs. A common mistake founders make?

Scale 169
article thumbnail

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

SaaStr

Drift brings Conversational Marketing, Conversational Sales and Conversational Service into a single platform that integrates chat, email and video and powers personalized experiences with artificial intelligence (AI) at all stages of the customer journey.

article thumbnail

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

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 280
article thumbnail

RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

Retrieval-Augmented Generation (RAG) is a cutting-edge approach in AI that combines large language models (LLMs) with real-time information retrieval to produce more accurate and context-aware outputs. Think of a standard LLM as a very smart student who has learned a lot of general information.

article thumbnail

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

Andreessen Horowitz

In 2024, we believe the revenue opportunity will be multiples larger in the enterprise. Some naysayers doubted that genAI could scale into the enterprise at all. As always, building and selling any product for the enterprise requires a deep understanding of customers’ budgets, concerns, and roadmaps. Isn’t this all hype?