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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. These seem like perfect fits for LLM based applicatiosn. Perfect for a LLM! The unlock here of “group + triage + agent” will be the backbone for the next wave of software. Follow along to stay up to date!

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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

I’m watching public company earnings to identify early weaknesses in the software market. The transcript highlights the major trends in software of 2023. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Massive software vendors are indexes of buyer behavior.

Azure 253
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10 Predictions for Data at the Impact Summit

Tom Tunguz

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. Many of the instigators of this decade’s most salient wave in software will also be on the virtual stage: Ali Ghodsi : founder & CEO of Databricks. 2020 is the decade of data.

Data 273
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Standard Issue AI

Tom Tunguz

Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 Small-language models are coming. “We have also built the world’s most popular SLMs, which offer performance comparable to larger models but are small enough to run on a laptop or mobile device.

AI 208
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The Rarity Shibboleth

Tom Tunguz

Large language models are wonderful at ingesting large amounts of content & summarizing. Benn Stancil described LLMs as great averagers of information. 1 I haven’t found a way to goad an LLM to produce the rare result. Maybe I haven’t learned how to prompt an LLM well.

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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. 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.

Cloud 238
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Best Data Analysis Software

Neil Patel

Everyone has questions when it comes to choosing data analysis software. Luckily, data analysis software can seriously simplify data analysis—provided you choose the right one. How to Choose the Best Data Analysis Software for You. Data analysis software isn’t a cheap investment, so use caution when making a selection.