Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. And because the AI (particularly generative AI) space has so recently come on the scene, there aren’t a huge number of vendors! Do you have ARR or ERR?

AI 183

AI Revenue Cloud Technical Advisors 183

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. Over the past couple months, we’ve spoken with dozens of Fortune 500 and top enterprise leaders , 2 and surveyed 70 more, to understand how they’re using, buying, and budgeting for generative AI.

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!) The rise of foundation models and generative AI only furthers this trend. If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130