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! Do you have ARR or ERR?

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

SEPTEMBER 19, 2023

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) The rise of foundation models and generative AI only furthers this trend. If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

SaaStr

JUNE 1, 2025

The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs.

AI Search 241

AI Search AI CTO Hire ChatGPT 241

Sales Hacker

MAY 13, 2025

So what’s not being taken into effect In those studies is the impact of chat, GPT or perplexity or GR or any of these other generative AI platforms because they’re not being measured that way. It’s also, what do the generative AI engine say about my business? One is fragmentation.

AI Search 73

AI Search AI ChatGPT Software Review 73