Remove AWS Remove Business Model Remove GCP(Google Cloud Platform) Remove Investment
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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Model providers (OpenAI, Anthropic, etc as companies start building out AI). Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing.

Cloud 183
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Salesforce’s Mike Kreaden on how to build a platform to drive growth

Intercom, Inc.

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. John: You guys have made a lot of investments or bets on early stage companies. “We’re really trying to accelerate success.

Scale 151