Tom Tunguz

OCTOBER 23, 2023

“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” They’ve crossed the mark 2 years early.

AI Search 312

AI Search AI Cloud Azure 312

Clouded Judgement

NOVEMBER 1, 2024

AI Commentary Some interesting AI commentary / stats I wanted to highlight from a couple earnings calls this week Microsoft on AI “We're excited that only 2.5 years in, our AI business is on track to surpass $10 billion of annual revenue run rate in Q2. ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B

AI 167

AI Cloud Technical Advisors AWS 167

How To Buy Saas

MARCH 3, 2025

So, whats in store for 2025? From AI-driven applications to automation that slashes tedious tasks, SaaS solutions are becoming smarter and more efficient by the day. Lets explore the key SaaS trends driving growth in 2025, and how theyll shape the future of software for businesses like yours. The Top SaaS Trends Shaping 2025 1.

Payment Solutions 52

Payment Solutions Software Review SaaS Payments Payment Services 52