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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. As Google also reported, usage-based pricing models may weather downturns betterbecause the products they meter grow irrespective of headcount growth, a positive sign for infrastructure.

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

Clouded Judgement

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. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan.

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

Andreessen Horowitz

On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. We see this as a harbinger of significantly higher future spend on genAI if the trend continues. Models: enterprises are trending toward a multi-model, open source world 5.

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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!) The rise of foundation models and generative AI only furthers this trend. If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e.

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