Tom Tunguz
MARCH 2, 2024
This is a chart of many recent AI models’ performance according to a broadly accepted benchmark called MMLU. But pretty quickly, the infrastructure layer should commoditize, just as it did in the cloud where three vendors command 65% market share : Amazon Web Services, Azure, & Google Cloud Platform. 3/15/22 175 0.7
Clouded Judgement
APRIL 11, 2024
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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SaaStr
NOVEMBER 4, 2021
The “Rule of 40” is one of the most commonly cited valuation benchmarks in SaaS for both public and private companies. While SaaS is an amazingly transparent community with abundant benchmarking resources, there are much fewer publicly available studies that allow an analysis of the underlying drivers of “Rule of 40.”
Clouded Judgement
JUNE 20, 2023
Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. net retention and CAC payback). My interpretation is we’re in the bottoming phase.
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? It will be like AWS, GCP, and Azure. I kinda think all the benchmarks are b t. Ali: I think the answer is closer to the latter.
Baremetrics
DECEMBER 7, 2023
Cost of Revenue Examples Hosting AWS / Google Cloud / Azure Payroll – Customer Support Service Delivery Costs Twilio, Sendgrid Merchant Fees Stripe, Braintree You should also include software that helps your support team, such as Help Scout, or your Devops, such as CircleCI.
OPEXEngine
OCTOBER 25, 2019
Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. We have seen greater efficiency and increased productivity in the use of capital and labor in our benchmarking over the past five years.
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