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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. I created this subset to show companies where FCF is a relevant valuation metric. What do all of these have in common?

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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. You want a culture that focuses on your metrics and evaluating what’s important to you. Whatever the metric is, you have to translate that into a concrete metric.

AI Search 290
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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

Turning to our customer metrics in the fourth quarter. But it may also suggest that many resellers with large sales teams looking to sustain their transactional businesses are able to drive additional software bookings. Yesterday, Cloudflare announced earnings. From a geographic perspective, the U.S.

Cloud 243
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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand). Model providers (OpenAI, Anthropic, etc as companies start building out AI). When they started using large language models from OpenAI, the gross margin on the same product went to -100%!

Cloud 190
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16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

One company cited saving ~$6 for each call served by their LLM-powered customer service—for a total of ~90% cost savings—as a reason to increase their investment in genAI eightfold. Here’s the overall breakdown of how orgs are allocating their LLM spend: 3. Cloud is still highly influential in model purchasing decisions.

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Best Data Analysis Software

Neil Patel

These tools should help you understand your business in more detail, including important metrics, inventory, and sales numbers. It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. You should be able to identify problem areas, along with ways to improve them. System Integration.

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Actionable Analytics 101: How to Collect and Use Actionable Data Insights in SaaS

User Pilot

After collecting data, diagnostic analytics uses data mining to interpret the metrics and make sense of the “why” behind them. H2O Driverless AI uses machine learning workflows to help you make business and product decisions.