Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.”

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Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

SEPTEMBER 27, 2024

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

MAY 10, 2024

So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. We’ll see if anything improved in the month of April, or if it was another challenged month.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

NOVEMBER 10, 2023

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

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Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Subscribe now Busy week! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. And everyone hoping for AI acceleration will need to wait. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Andreessen Horowitz

SEPTEMBER 25, 2023

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. Ali: Enterprises move slow.

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Enterprise AI Artificial Intelligence Generative AI 110

Clouded Judgement

SEPTEMBER 19, 2023

The rise of foundation models and generative AI only furthers this trend. But this isn’t another post about AI, it’s about the future of data infrastructure. As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.”

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

User Pilot

JULY 14, 2024

Bonus points : Experience with cloud platforms (AWS, Azure, GCP). Making Data Simple : Hosted by AI VP at IBM, Martin AI, this podcast focuses on making complex data science concepts understandable for a broader audience. Experience with data visualization tools (e.g., Tableau, Power BI).

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

Audacix

MAY 11, 2023

With this AI tool, you will discover effective ways to perform enterprise-grade application security and implement security patches really fast. What steps should I take to see if automated vulnerability scanning is right for my software team? Get Cyber Chief's free trial today and ship your application with zero-known vulnerabilities.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Tom Tunguz

NOVEMBER 4, 2024

“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” GCP 23 35 52.2% Azure 26 33 26.9%

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GCP(Google Cloud Platform) Azure AWS Cloud 225

Scytale

FEBRUARY 4, 2025

Whether you’re using AWS, GCP, or MS Azure as your IaaS (Infrastructure as a Service) provider, hosting your data in the cloud doesnt automatically mean its secure. With unmatched multi-cloud visibility and protection in one powerful AI-driven platform, Lacework enables businesses to manage cloud compliance effortlessly.

compliance 52

compliance Cloud Azure AWS 52