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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. Machine learning shines as the one bright spot amidst declining growth.

Azure 256
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10 Predictions for Data at the Impact Summit

Tom Tunguz

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. 2020 is the decade of data. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data 281
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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

Machine-learning companies are an important agent of growth & seem to be less loyal to a platform as they seek the most economical solution for their data storage & compute needs. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 243
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The decade software ate the world

Intercom, Inc.

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure). The decade ahead.

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Why open source has never been stronger

IT World

Discover the Bossie Award winners: 2018’s best open source software for enterprise for software development, machine learning, cloud computing, and data storage and analytics. ]. Here and there an open source company might struggle to make a buck, but as a community of communities, open source has never been healthier.

Azure 74
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Best Data Analysis Software

Neil Patel

You can use the tool to create and share reports, dashboards, and visualizations, building automated machine learning models. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud.

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Inteligência Artificial no SaaS: como inovar um setor que já nasce digital?

SaaSHolic

Se um trabalha para criar máquinas inteligentes e o outro é especialista em dados, basta um empurrãozinho por parte do machine learning para que esse casamento gere frutos tecnológicos incríveis. A Oracle, por exemplo, começou a aplicar técnicas de machine learning em seu regime de segurança específico em nuvem.