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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Overall, there was weakness across the board. Not the best start to cloud software earnings season!

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Standard Issue AI

Tom Tunguz

Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 Microsoft’s document database, Cosmos, grew 42% annually, driven by AI. “In Azure, we expect Q3 revenue growth in constant currency to remain stable to our stronger-than-expected Q2 results.”

AI 214
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The Rarity Shibboleth

Tom Tunguz

In comparing the two most recent Microsoft earnings calls, Claude highlighted: faster than expected Azure growth (29% vs 27%) AI contributing 8% of Azure revenue up from 7% higher CapEx spending & greater capacity constraints for data centers much better commercial bookings growth : 17% vs 13% Excellent analysis.

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RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

In a nutshell, RAG lets an AI system look up relevant knowledge from a database or documents while generating an answer, much like an open-book exam. Instead of relying only on the text it was trained on, a RAG-powered system can actively retrieve information from a defined database, document repository, or knowledge base at query time.

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Audit-Proof IT: Building a GASB-Compliant Internal Billing System

Blulogix

GASB standards require that interdepartmental or interagency transactions be supported by: Accurate cost allocation Documented pricing logic Audit trails Ledger-ready entries Informal internal billing processesespecially those reliant on manual reporting or static spreadsheetsoften fall short of these standards.

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Startup Best Practices 26 - Choosing Your Startup's Competitive Strategy

Tom Tunguz

The Azure team has built products to leverage that strength. A F500 can simply decide to replicate a local SQL Server instance to cloud Azure instance with a few clicks, and they instantly become a Microsoft Cloud customer. Digital Ocean has developed the best documentation for engineers using cloud platforms.

Startup 100
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The 5 best SMB storage clouds

IT World

But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. Instead, most organizations need a way to store our documents and data so we, and our teammates, can easily get our information whether we're at home or sitting at a convention center in Valencia, Spain.

Cloud 90