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Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

.” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” Powell said the Fed staff no longer is forecasting a recession. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results.

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