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 173

Cloud GCP(Google Cloud Platform) AWS Azure 173

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!

Cloud 187

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 187

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. Q4’s were generally good!

Cloud 180

Cloud Software GCP(Google Cloud Platform) AI 180

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.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

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 164

Cloud Software GCP(Google Cloud Platform) Azure 164

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.”

Cloud 154

Cloud Azure GCP(Google Cloud Platform) AWS 154

Clouded Judgement

AUGUST 11, 2023

And everyone hoping for AI acceleration will need to wait. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Intercom, Inc.

JANUARY 24, 2019

He joined me for a chat that ranged from the role of AI to how they choose startups to incubate. Customer nurturing now starts from the first touch, and AI can help with that. The role of AI. Mike: It’s interesting, because with respect to AI, we have been doing that at Salesforce for quite some time. Short on time?

Scale 151

Scale Artificial Intelligence Machine Learning Technical Review 151

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

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 AWS 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. Excellent communication and collaboration skills. Knowledge of our industry (if applicable).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 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