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AI Reaccelerating Cloud Growth

Tom Tunguz

I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn. “Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.”

AI Search 271
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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 225
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Signs We've Touched the Bottom

Tom Tunguz

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Microsoft’s Azure Open AI customer base grew 4x by count, up from 2500 last quarter : We have great momentum across Azure OpenAI Service. The desire for AI is broad. The acceleration is really quite broad.

Azure 182
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What Happens When AI Performance Asymptotes?

Tom Tunguz

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. 2 1 MMLU measures 57 different tasks including math, history, computer science & other topics.

AI 182
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ChatGPT now chatting via Azure OpenAI Service

IT World

Developers can now integrate ChatGPT directly, using a token-based pricing system, into a host of different enterprise and end-user applications.

ChatGPT 92
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5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

If you haven’t heard of Digital Ocean, ask your developer. Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. So is it possible to be too efficient in SaaS and Cloud? And if so, maybe that’s Digital Ocean. It’s gotten crazy good. Or at least.

Scale 208
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6 SaaS Development Services Your Startup Needs In 2024

How To Buy Saas

6 Types of SaaS Development Services to Consider Okay, SaaS software development promises many benefits. Here are major development services to consider. Platforms like Microsoft Azure or Amazon Web Services are good examples in this regard. We’ve walked through the what, why, and how of SaaS development.