Remove Artificial Intelligence Remove Azure Remove Trends
article thumbnail

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

Tom Tunguz

The transcript highlights the major trends in software of 2023. Below, I’ve listed those trends with data & excerpts from the earnings call transcript. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Machine learning shines as the one bright spot amidst declining growth.

Azure 256
article thumbnail

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! They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Follow along to stay up to date!

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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. Yesterday, Cloudflare announced earnings.

Cloud 243
article thumbnail

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

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Follow along to stay up to date!

Cloud 190
article thumbnail

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

Andreessen Horowitz

We see this as a harbinger of significantly higher future spend on genAI if the trend continues. 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. A multi-model future.

article thumbnail

Business Intelligence Analyst Career Path

User Pilot

What does a business intelligence analyst do? Business intelligence analysts help gather and clean data, analyze it to find trends, and then translate those insights into clear reports and visuals. Programming (vptional, but Valuable) : Learning Python or R can open doors to advanced data analysis and automation.

article thumbnail

Best Data Analysis Software

Neil Patel

It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. You can use the tool to create and share reports, dashboards, and visualizations, building automated machine learning models. The software then uses all this information to create powerful drop-and drag reports.