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Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” ” Data is more important than ever!

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

Clouded Judgement

The rise of foundation models and generative AI only furthers this trend. ” However, as some of the more modern platforms today push a one-stop shop all-you-can-eat data platform, the risk of lock-in is higher. Especially at the compute layer, where customer costs / vendor revenues are soaring.

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