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AI Reaccelerating Cloud Growth

Tom Tunguz

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. This growth is fueled by AI workloads. ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” This reduces the time security teams spend writing, running and refining searches by 7x.

AI Search 304
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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.”

AI Search 287
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Microsoft's Billion Dollar AI Business

Tom Tunguz

Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. But the story in this quarter’s reports is AI. Just last week, Epic Systems shared that it was using Azure OpenAI Service to integrate this next generation of AI with its industry-leading EHR software.

AI Search 257
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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. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. When it comes to vector search / support, they will make that available in all of their databases Customizations are coming.

AWS 299
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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.

AI Search 130
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Seeking a Distribution Advantage with AI

Tom Tunguz

In the last five major cycles (internet, social, mobile, cloud, web3), startups seized the new technologies of the era to create a distribution advantage. Google led to search-engine optimization, which startups like Expedia & Zillow grew to become public companies. What is the distribution advantage AI confers to startups?

AI Search 211
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IBM’s Arin Bhowmick on designing ethical AI

Intercom, Inc.

took over the company in 1952 and decided to make his mark through modern design, they’ve become the single largest design organization in the world, with over 1500 designers working in innovative products from machine learning to cloud to file sharing. For Arin, explainability is a key element when it comes to ethical AI.

AI Search 245