article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

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?

AI 183
article thumbnail

16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

Some naysayers doubted that genAI could scale into the enterprise at all. On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. Aren’t we stuck with the same 3 use cases? Can these startups actually make any money?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) One key component of a modern cloud-native data architecture is the data lake - which allows for cost-efficient storage of large amounts of data used for analytics and ML at scale.

Data 130
article thumbnail

How to Handle Offboarding During Mass Layoffs

BetterCloud

Even the giants like Amazon, Twitter, and Meta have been reducing headcount, with many other companies following in their footsteps. During some of the more public, large-scale layoffs, some companies struggled with offboarding. For example, access can be revoked too soon, before resource ownership can be transferred or backed up.