Azure Generative AI Trends 
Tom Tunguz
OCTOBER 23, 2023
“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.”
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.
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Clouded Judgement
JULY 28, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”
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. While the acronym might sound funny, the concept has proven incredibly powerful.
Clouded Judgement
MARCH 22, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Follow along to stay up to date! ” Let’s look at consumption revenue - this is also not technically recurring!
Clouded Judgement
FEBRUARY 3, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. 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%+. Follow along to stay up to date! It’s a place I collect my thoughts.
Clouded Judgement
SEPTEMBER 19, 2023
The rise of foundation models and generative AI only furthers this trend. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). Data Lakes have been a staple for a long time, storing both structured and unstructured data.
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