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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. net retention and CAC payback).

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AI Food Fights in the Enterprise

Andreessen Horowitz

03:08] Data wars [04:28] Big vs. small LLMs [08:13] Fine-tuning [13:52] Open source AI [17:51] Benchmarks are b t [19:30] Why Ali isn’t afraid of AI Why is it so hard for enterprise to adopt AI? The Mosaic guys just figured out how to do that at scale for others. Ali: There’s a scaling law.

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