Tom Tunguz

JANUARY 23, 2023

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 252

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 252

Tom Tunguz

APRIL 25, 2024

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. 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. “We now have 1.8

Azure 206

Azure AI Search Marketing ChatGPT 206

Tom Tunguz

MARCH 2, 2024

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 236

AI Azure ChatGPT Benchmarks 236

Andreessen Horowitz

SEPTEMBER 25, 2023

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. That partnership has been going for 4 years now and started as a, “Hey, we are a hyperscale cloud.

AI 98

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How To Buy Saas

MARCH 3, 2025

In just the past few years, weve watched Software-as-a-Service evolve at breakneck speed, transforming from a neat cloud-based delivery model into an essential driver of business innovation. And with businesses relying on cloud-based SaaS platforms for everything from customer data to financial recordssecurity isnt just an IT concern anymore.

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