Clouded Judgement

OCTOBER 11, 2024

For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. However, if we rewind the clock to a year ago, the budget flush at the end of 2023 felt stronger than most years.

Cloud 167

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Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

JANUARY 21, 2025

We’re seeing this occur within our startups Transition: Speaking of cost, let’s talk about the expense of AI Slide 11 Clearing: In the 24 months after chatGPT3 was released, a parameter race was unleashed where the sizes of models became ever larger, culminating most recently with Lama 3.3 at 450 billion parameters.

Data 100

Data AI Search Scale Government 100