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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. This is for information purposes and should not be construed as an investment recommendation. What do all of these have in common?

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

SaaStr

Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. If I could go back, Id tell myself to invest even more aggressively early on. Talent beats everything. Culture beats everything.

Scale 169
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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.

AI Search 281
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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.

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Microsoft: We Need A Lot Less Employees. And a Lot More AI Infrastructure.

SaaStr

🚨 Microsoft's 2025 strategy in numbers: ❌ 15,300+ employees laid off (7% of workforce) YTD: •9,000 cuts announced July 2 •6,000 cuts in May •300+ cuts in June •Performance cuts in January •and only halfway through year 💰 $80 billion invested in AI infrastructure 40%… pic.twitter.com/LJVfwStpW9 — Jason ✨👾SaaStr.Ai✨

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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 190
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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

Governments and companies now invest billions: the U.S. This surging investment spans AI chips, cloud platforms, and smart software. For SaaS and tech firms, the message is clear: mastering the full-stack AI (data pipelines, compute, ML models and application layers) is critical for innovation and growth. poured $109.1

AI 69