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One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?

SaaStr

But it could soon turn deflationary. If every vendor includes 100 AI Agents for the same price as before. That do 10x as much. The post One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming? appeared first on SaaStr.

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Top 10 Trends for Data in 2024

Tom Tunguz

LLMs Transform the Stack : Large language models transform data in many ways. If you’re curious about the evolution of the LLM stack or the requirements to build a product with LLMs, please see Theory’s series on the topic here called From Model to Machine.

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How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

SaaStr

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Adam came up with the wildest idea he could think of for an app and used Anthropc, a large language model company, to help develop the idea. What does that mean?

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The Battle for AI Gravity

Tom Tunguz

Then we began to add routers, mixtures of experts, & small language models. Now we’re realizing the LLM architecture isn’t the best at planning work : reinforcement learning is better & must be integrated. AWS & others have stopped charging to move data. Both have decreased switching costs.

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How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

SaaStr

Culture Structure You want a culture of checking results and having metrics to evaluate those results from the LLM or a more traditional model. Historically, Cloud platforms like AWS and Azure help with the sporadic needs of renting a GPU for a few hours for training vs. long-term use, which would cost thousands of dollars.

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Picking Teams in AI

Tom Tunguz

Perhaps not coincidentally, Snowflake announced a deepened partnership with Nvidia to offer customers models & training on Nvidia’s Nemo platform. Most major cloud players have picked an LLM partner & perhaps will choose multiple. Clouds are picking teams in one of the most important dislocations in software.

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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

These seem like perfect fits for LLM based applicatiosn. Perfect for a LLM! They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. There are so many of these workflows out there today, and many of them are quite manual. What do all of these have in common?