Azure Generative AI Presentation 
Tom Tunguz
APRIL 6, 2023
There are 4 questions a startup should ask themselves about building a startup that uses generative AI. I presented those questions & my views on their answers at Saastr’s Workshop Wednesday. The last slide contains the prompts for the images in the presentation. I had a blast putting this deck together.
Andreessen Horowitz
APRIL 5, 2024
They addressed the top concern for CISOs: the impact of generative AI on enterprise security. Here’s what they had to say about the key considerations for technology adoption and strategies CISOs can employ to navigate the rise of AI-driven security solutions: 1. What is the biggest security threat that enterprises face today?
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Clouded Judgement
MARCH 22, 2024
First, it models out the annual cash flow of a businesses (say 10 years out), and discounts the future value of those cash flows back to present value (this is why software businesses are sensitive to interest rates - as rates go up, so does the discount rate). , you’d build a DCF (discounted cash flow) analysis.
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.” ” Data is more important than ever!
Clouded Judgement
FEBRUARY 3, 2023
We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.
Clouded Judgement
SEPTEMBER 19, 2023
Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure. The rise of foundation models and generative AI only furthers this trend. The majority of this post will be centered around the data lakehouse architecture.
Clouded Judgement
MAY 2, 2025
Satya called cloud and AI “the essential inputs to reduce costs and expand output.” ” Azure saw meaningful acceleration and grew 35% YoY vs expectations of closer to 31% (last quarter they grew 31%). “we continued to see growth in both generative AI business and non-generative AI offerings.
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