AI Azure Generative AI 
Tom Tunguz
OCTOBER 23, 2023
This growth is fueled by AI workloads. “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.
Tom Tunguz
APRIL 6, 2023
There are 4 questions a startup should ask themselves about building a startup that uses generative AI. I started with a few sentences, uploaded them to gamma.app to outline the presentation, popped over to Midjourney to generate images along the story line, & published it in IA Presenter. The video is here.
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Tom Tunguz
FEBRUARY 1, 2024
“For some companies, [AI is] going to be standard issue like a PC.” Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 Microsoft’s document database, Cosmos, grew 42% annually, driven by AI. ” The data point suggests AI workloads could be a massive boon for Mongo.
Andreessen Horowitz
MARCH 21, 2024
Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. Over the past couple months, we’ve spoken with dozens of Fortune 500 and top enterprise leaders , 2 and surveyed 70 more, to understand how they’re using, buying, and budgeting for generative AI.
Andreessen Horowitz
APRIL 5, 2024
They addressed the top concern for CISOs: the impact of generative AI on enterprise security. Here’s what they had to say about the key considerations for technology adoption and strategies CISOs can employ to navigate the rise of AI-driven security solutions: 1. What is the biggest security threat that enterprises face today?
Clouded Judgement
MARCH 22, 2024
This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally).
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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