Azure Generative AI Scale 
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. Some naysayers doubted that genAI could scale into the enterprise at all. Budgets for generative AI are skyrocketing. Aren’t we stuck with the same 3 use cases? Isn’t this all hype?
How To Buy Saas
MAY 26, 2025
Industry leaders have quickly embraced RAG as a way to build more intelligent AI applications. In fact, Gartners 2024 AI report advises organizations that want to use generative AI on private data to prioritize RAG investments. This query is received by the system (lets call it the AI application or chatbot).
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Clouded Judgement
MARCH 22, 2024
This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This brings me to AI (everything leads to AI these days…). But this is changing - many categories are becoming commoditized leading to massive pricing pressure. Do you have ARR or ERR?
Andreessen Horowitz
MAY 7, 2024
As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. While their growth at this scale is breathtaking, it’s not surprising. Even among an impressive set of cyber predecessors, Wiz stands out.
Andreessen Horowitz
SEPTEMBER 25, 2023
[03:08] Data wars [04:28] Big vs. small LLMs [08:13] Fine-tuning [13:52] Open source AI [17:51] Benchmarks are b t [19:30] Why Ali isn’t afraid of AI Why is it so hard for enterprise to adopt AI? Ben: Going to generative AI, 1 of the things that’s been interesting for us as a VC, is we see all kinds of companies.
Clouded Judgement
SEPTEMBER 19, 2023
If you want features in your lakehouse (on top of open source Iceberg) for ingestion, CDC, streaming (file loading, Kafka connect, etc), schema evolution, compaction, optimization, time travel, snapshots, auto-scaling, maintenance (no more writing spark jobs to delete snapshots!), A natural question is “why do we have two tiers?
How To Buy Saas
MAY 27, 2025
In 2025, foundation models or generative AIs like GPT-4, Claude, Gemini, and open-source LLaMA are reshaping AI research, software development, and SaaS products. Performance-wise, GPT-4 Turbo leads many benchmarks. leads on coding and human-preference leaderboards. According to Scale AIs SEAL leaderboard, Llama 3.1
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