Tom Tunguz

FEBRUARY 13, 2023

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.

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Cloud Azure Headcount Software Review 243

Andreessen Horowitz

MARCH 21, 2024

On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. 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.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. We’ve been taught unicorn math to grow headcount faster than revenue, and maybe if you’re venture-backed, you can do it. Is there a bubble? Does it matter?

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Sales Hiring Scale AI SaaS 311