Tom Tunguz

FEBRUARY 13, 2023

AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. As Google also reported, usage-based pricing models may weather downturns betterbecause the products they meter grow irrespective of headcount growth, a positive sign for infrastructure.

Cloud 240

Cloud Azure Headcount Software Review 240

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan.

AI 183

AI Revenue Cloud Technical Advisors 183

Andreessen Horowitz

MARCH 21, 2024

On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. While some leaders addressed this concern by hosting open source models themselves, others noted that they were prioritizing models with virtual private cloud (VPC) integrations.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

Clouded Judgement

SEPTEMBER 19, 2023

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Chart Mogul

DECEMBER 22, 2021

Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 52