AI Business GCP(Google Cloud Platform) 
Tom Tunguz
APRIL 25, 2023
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.
Clouded Judgement
JUNE 19, 2024
Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
SaaStr
FEBRUARY 7, 2025
Ron explains: “Wehire mostly technical backgrounds, but as our customers get larger and larger, you start to get global account managers, and they’re going to have much more business strategic account management experience. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy.
Tom Tunguz
JULY 25, 2023
Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI. The desire for AI is broad.
SaaStr
JULY 19, 2022
Calendly works with Google, Office 365 and Outlook calendars and apps like Salesforce, Stripe, PayPal, Google Analytics, GoToMeeting and Zapier for a seamless user experience. Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation.
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).
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!
Expert insights. Personalized for you.
257 
Let's personalize your content