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Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”

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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. Data Lakes have been a staple for a long time, storing both structured and unstructured data. Over the last few years, the importance of data lakes has risen dramatically as their capabilities have evolved.

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