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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%!

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Salesforce’s Mike Kreaden on how to build a platform to drive growth

Intercom, Inc.

Machine learning can get the right message or recommendation out in a responsive way – not just from the customer’s next best action, but from the sales perspective, too. John: You guys have made a lot of investments or bets on early stage companies. Customer nurturing now starts from the first touch, and AI can help with that.

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