Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan. .” Let’s look at consumption revenue - this is also not technically recurring! Do you have ARR or ERR?

AI 183

AI Revenue Cloud Technical Advisors 183

Andreessen Horowitz

MARCH 21, 2024

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. 2B run-rate revenue, including spend on OpenAI models via Azure. Isn’t this all hype?

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!) 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

Data Government Scale GCP(Google Cloud Platform) 130

BetterCloud

FEBRUARY 15, 2023

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.

Technical Review 52

Technical Review Azure Scale Headcount 52