Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update
Clouded Judgement
JULY 28, 2023
AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Powell said the Fed staff no longer is forecasting a recession.
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