Clouded Judgement

NOVEMBER 10, 2023

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

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Andreessen Horowitz

SEPTEMBER 25, 2023

Suddenly, the LLM is spitting out your code or your source. You want to build your own LLM from scratch? They can do it; they’ve done it for large customers. It will be like AWS, GCP, and Azure. Who has the largest LLM? There’s a place for the Cisco routers and for LLM and so on.

AI 102

AI Enterprise Artificial Intelligence Generative AI 102

Sales Hacker

OCTOBER 7, 2019

Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. She’s responsible for both GCP, which is the Google Cloud Platform and for G-Suite, which is Gmail, Calendar, Sheets, Docs, all the stuff that we all use everyday. And increasingly, Google Cloud is really expanding globally on that front.

Cloud 44

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 44

SaaStr

JULY 19, 2022

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.

GCP(Google Cloud Platform) 212

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 212