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

Tom Tunguz

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 256
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When 1% Market Share Shifts Represent $5b of Market Cap

Tom Tunguz

Microsoft’s Azure is winning share directly from Amazon. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. " The rest of Azure is still growing in a nice clip of 24% annually. “We now have 1.8 “We now have 1.8

Azure 213
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What Happens When AI Performance Asymptotes?

Tom Tunguz

What happens when Facebook’s open-source model & Google’s closed-source model that powers Google.com & OpenAI’s models that power ChatGPT all work equally well? Computer scientists have been challenged distinguishing the relative performance of these models with many different tests.

AI 248
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ChatGPT now chatting via Azure OpenAI Service

IT World

Developers can now integrate ChatGPT directly, using a token-based pricing system, into a host of different enterprise and end-user applications.

ChatGPT 92
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AI Copilots and the Future of Knowledge Work

Andreessen Horowitz

Over the past couple of years and maybe the past 12 months, in particular, with the launch of ChatGPT and GPT-4, you can really see the potential of the platform in the same light as the personal computer or the smartphone. ” These other partners are super important as well.

AI 98
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GPT-4.5 New Features: What’s Improved Over GPT-4?

How To Buy Saas

was trained with more data and new techniques on OpenAIs Azure supercomputers , making it an even more robust AI assistant. Initially, access to GPT-4.5 is limited at launch its available to ChatGPT Pro subscribers (a $200/month tier) and via the API for developers. on key aspects: Aspect GPT-4 GPT-4.5

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10 Top SaaS Trends to Watch in 2025: The Future of Cloud Software

How To Buy Saas

B) The Generative AI Boom: SaaS That Creates for You Unless youve been living under a rock, youve probably heard about ChatGPT, DALLE, and other AI content generators. Cloud providers like Google Cloud, AWS, and Microsoft Azure are shifting to 100% renewable energy. Well, guess what? Q7: How is SaaS becoming more sustainable?