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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. Follow along to stay up to date!

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How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

SaaStr

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

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Google's Future in Search & AI

Tom Tunguz

Google’s earnings call identified some major changes and unexpected outcomes, including the performance of AI Ads, the importance of hardware compared to algorithmic efficiency gains, and the groundswell of developer adoption for Gemini models. The new modalities for engaging with computers will be the main theme of AI in 2025.

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Clouded Judgement 4.28.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. As I’ve mentioned before, everyone is searching for the “bottom.” All eyes shifted to the AWS report on Thursday.

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How AI could impact the B2B software industry in the next decade

Point Nine Land

How the AI wave could impact the B2B software industry in the next decade Last year I explained in a video, embedded below, that I believed the B2B software industry was entering a new stage: the SaaS wave was now in its deployment phase, and at the same time, the next big innovation wave, driven by AI, was in its installation phase.

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We Tested The 10 Best Customer Engagement Software: Here’s What We Found

User Pilot

Intercom Intercom is an AI-powered customer service tool that equips teams to engage customers through omnichannel support and activity-driven automation. Features and functionality Intercom offers an AI-powered chatbot called Fin AI, omnichannel and multilingual support, as well as features for in-app guidance. per resolution.

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Black Friday Saas Deals 2021: The Best Updated List

How To Buy Saas

One-stop database solution for MySQL, Redis, and SQL Server on Amazon Web Services(AWS). A conversational AI platform to build hybrid chatbots on any channel to increase leads, demos, and automate support … Add to wishlist Added to wishlist Removed from wishlist 0. $ Add to wishlist Added to wishlist Removed from wishlist 0.