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What Happens When AI Performance Asymptotes?

Tom Tunguz

In the past, the bigger the AI model, the better the performance. This is a chart of many recent AI models’ performance according to a broadly accepted benchmark called MMLU. 1 MMLU measures the performance of an AI model compared to a high school student. OpenAI Model Release Date Parameters, B MMLU GPT2 2/14/19 1.5

AI 236
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When 1% Market Share Shifts Represent $5b of Market Cap

Tom Tunguz

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. ” Much of the AI spend is at the enterprise, where a 50% reduction in customer support cost or a 75% increase in engineering capacity filters billions to the bottom line.

Azure 206
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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 252
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AI Copilots and the Future of Knowledge Work

Andreessen Horowitz

This conversation is part of our AI Revolution series, which features some of the most impactful builders in the field of AI discussing and debating where we are, where we’re going, and the big open questions in AI. Find more content from our AI Revolution series on www.a16z.com/AIRevolution.

AI 98
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GPT-4.5 New Features: What’s Improved Over GPT-4?

How To Buy Saas

is OpenAIs newest Generative Pre-trained Transformer model, unveiled as a research preview in late February 2025 Its essentially an upgrade to the powerful GPT-4 model, aimed at making AI responses feel more natural, knowledgeable, and reliable. OpenAI describes GPT-4.5 Initially, access to GPT-4.5 Essentially, GPT-4.5

ChatGPT 40
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10 Top SaaS Trends to Watch in 2025: The Future of Cloud Software

How To Buy Saas

From AI-driven applications to automation that slashes tedious tasks, SaaS solutions are becoming smarter and more efficient by the day. Well, AI and machine learning (ML) are making it a reality. In 2025, AI is supercharging SaaS applications, making them more intuitive, predictive, and flat-out smarter. Lets break it down. (A)