SaaStr

MARCH 1, 2024

Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. They just happened to launch AWS and ended up capturing way more value just in themselves than the entire on-prem storage market before them.

Generative AI 293

Generative AI Outsourcing Services AI Software Review 293

SaaStr

DECEMBER 14, 2023

Google Cloud Platform, on the other hand, is in a very different set that also competes with Microsoft, but AWS is considered their biggest competitor in the market. What they’re seeing with GenAI and Google Cloud is an opportunity to grab share from AWS. Right now, 70% of the GenAI startups are using Google Cloud.

Cloud 309

Cloud Scale AWS AI 309

IT World

MAY 10, 2023

The generative AI platform comes with a suite of tools for tuning large language models, a data store built on lakehouse architecture, and an AI governance toolkit.

Artificial Intelligence 84

Artificial Intelligence AWS Generative AI Government 84

Sales Hacker

OCTOBER 6, 2023

Matthew Miller, principal analyst at G2 focused on AI, agrees. His research of almost 200 categories with generative AI features bares this out. This is one of those situations where companies need to slow down in order to speed up.” Full article linked More for your eardrums : Revisited episode feature this week!

Artificial Intelligence 123

Artificial Intelligence AI Generative AI Blockchain 123

Sales Hacker

DECEMBER 8, 2023

While many gravitate towards major industry events for announcements, Joseph has a hot take (and we love a spicy take): do not announce a major new feature at a major industry conference (such as RSA Conference or AWS re:Invent). You will get lost in the noise. Post-Launch More than a one-hit wonder, the encore keeps going.

Sales Recruiting 124

Sales Recruiting Generative AI AWS AI 124

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. And because the AI (particularly generative AI) space has so recently come on the scene, there aren’t a huge number of vendors!

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

SEPTEMBER 19, 2023

The rise of foundation models and generative AI only furthers this trend. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). Data Lakes have been a staple for a long time, storing both structured and unstructured data.

Data 130

Data Government GCP(Google Cloud Platform) Scale 130

Andreessen Horowitz

SEPTEMBER 25, 2023

[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? Ben: Going to generative AI, 1 of the things that’s been interesting for us as a VC, is we see all kinds of companies.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Andreessen Horowitz

APRIL 30, 2024

And so when Amazon called me and they’re like, “Hey you want to come with us and do you want to actually start the mobile services, backend business within AWS?” David: Maybe you can talk about that transition, coming from a business like AWS to financial services, which I think was new for you.

Development 109

Development Technical Review AWS AI 109

Chart Mogul

DECEMBER 6, 2023

Before 2023, the term “generative AI” was met with blank faces. But over the past 12 months, Open AI’s ChatGPT has gone mainstream, Twitter has become X, Silicon Valley Bank collapsed, as did FTX, and WeWork… How many of these did you see coming? What will 2024 bring?

SaaS 52

SaaS AI Search Generative AI ChatGPT 52

Andreessen Horowitz

APRIL 30, 2024

But if you need to do it right before you can pay anybody, including your shareholders and your people, then you’re gonna put an awful lot of effort into it. Talk a little bit about generative AI specifically today. How is this technology different from the AI of your PhD in 1991? We saw that in the pandemic.

Artificial Intelligence 91

Artificial Intelligence AI Banking AWS 91

Andreessen Horowitz

APRIL 30, 2024

We had signed marquee and really distinctive deals with both AWS and Google in the last few years I was at the company. Angela: We’re right now in the middle of one of the largest technology platform shifts with generative AI. So, I think at the end of the day there are enormous scale economies.

Payment Solutions 81

Payment Solutions Payments Payment Services SaaS Payments 81

How To Buy Saas

MAY 27, 2025

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. Data scientists can run Llama 3 on-premise or via cloud partners like AWS Bedrock, Azure, IBM, etc. The era of large language models (LLMs) is booming.

Artificial Intelligence 40

Artificial Intelligence AI Search AI Software Review 40

User Pilot

JUNE 27, 2024

AWS Certified Solutions Architect for tech products). Gartner – Discover webinars on cutting-edge topics, including the impact of generative AI on product management. This free Google certification equips you with those fundamentals.

Leadership 52

Leadership Market Research Healthcare Trends 52

Clouded Judgement

MAY 2, 2025

“we continued to see growth in both generative AI business and non-generative AI offerings. As companies turned their attention to newer initiatives, bring more workloads to the cloud, restart or accelerate existing migrations from on-premises to the cloud and tap into the power of Generative AI.”

Cloud 259

Cloud Azure Generative AI AWS 259

Clouded Judgement

NOVEMBER 1, 2024

” AWS on AI “AWS's AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew." ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B

AI 167

AI Cloud Technical Advisors AWS 167

How To Buy Saas

JUNE 3, 2025

Tech giants (Googles Gemini, Metas LLaMA) and startups worldwide are launching generative AI models. Enterprise access and pricing: Claude is proprietary and offered via Anthropics API, as well as on cloud partners (AWS Bedrock, Google Vertex AI). A free tier includes Sonnet 4 with some limits; paid plans unlock Opus 4.

Artificial Intelligence 59

Artificial Intelligence Software Review Development Team Review Technical Review 59

How To Buy Saas

MARCH 3, 2025

AI is turning SaaS from a reactive tool into a proactive business partner. (B) B) The Generative AI Boom: SaaS That Creates for You Unless youve been living under a rock, youve probably heard about ChatGPT, DALLE, and other AI content generators. Generative AI is now embedded into SaaS tools everywhere.

Payment Solutions 52

Payment Solutions Software Review SaaS Payments Payment Services 52