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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. These seem like perfect fits for LLM based applicatiosn. Perfect for a LLM! The unlock here of “group + triage + agent” will be the backbone for the next wave of software. Follow along to stay up to date!

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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. Lets dive in!

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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. This is likely due to a move up-market where larger buyers seek professional services to deploy infrastructure. Yesterday, Cloudflare announced earnings. Channel sales have become stronger.

Cloud 243
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Top LLMs in 2025: Best Large Language Models for AI, SaaS & Development

How To Buy Saas

The era of large language models (LLMs) is booming. In 2025, foundation models or generative AIs like GPT-4, Claude, Gemini, and open-source LLaMA are reshaping AI research, software development, and SaaS products. For instance, firms like Duolingo embed GPT-4 to enrich language learning (see SaaS section).

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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). Datadog Gives Software the All Clear?

Cloud 190
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16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

Leaders are starting to reallocate AI investments to recurring software budget lines. In 2024, however, many leaders are reallocating that spend to more permanent software line items; fewer than a quarter reported that genAI spend will come from innovation budgets this year. chatbot) for a well-known output of an LLM (e.g.,

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Navigating the Impact of Generative AI on Enterprise Security: Insights from Industry Experts

Andreessen Horowitz

While many are venturing into this space, it’s still the inaugural year for most companies deploying LLM-based applications. Securing these models remains a challenge as their deployment becomes more widespread. Looking broadly, this year will unveil how enterprises actually integrate LLMs into their production workloads.