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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. General purpose GenAI tools dominate the market today, but the tooling layer is starting to emerge to allow enterprises to fine tune models to their specific data.

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How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

SaaStr

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. There’s an assumption that as a founder or Head of Product, you need a deep understanding of the business domain your users are in — how they think and want to work, regulatory and reporting requirements, etc.

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The Capex Conquest in the Cloud

Tom Tunguz

Like Microsoft & Google, Amazon’s Web Service business is seeing a surge of growth, up from 13% annual to 17% annual growth (16% when excluding the leap year). Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. “Moving to AWS.

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Panintelligence Named a 2023 AWS Partner Award Finalist

Panintelligence

Panintelligence recognized as Rising Star Partner of the Year (ISV) – EMEA finalist, one of many AWS Partners around the globe that help customers drive innovation. Geo and Global AWS Partner Awards recognize a wide range of AWS Partners, whose business models have embraced specialization, innovation, and cooperation over the past year.

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Top 10 Trends for Data in 2024

Tom Tunguz

At the IMPACT Summit yesterday, I shared our Top 10 Trends for Data in 2024. LLMs Transform the Stack : Large language models transform data in many ways. First, they have driven an increased demand for data and are causing a complete architecture inside companies. Second, they change the way that we manipulate data.

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Introducing Intercom’s European data hosting

Intercom, Inc.

Technology makes every company a global company, and our focus on data security means Intercom customers all over the world can experience the full benefit of Intercom – no matter where they’re geographically located. . Ten years ago, we built the initial Intercom infrastructure in AWS’ us-east-1 data center in North Virginia, USA.

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Cloud Data Lakes - The Future of Large Scale Data Analysis

Tom Tunguz

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. This modern architecture for data analysis, operational metrics, and machine learning enables companies to process data in new ways. We’re all storing data at increasing rates because every team inside a company needs data to succeed.