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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Overall, there was weakness across the board. Not the best start to cloud software earnings season!

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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 Microsoft’s document database, Cosmos, grew 42% annually, driven by AI. “In Azure, we expect Q3 revenue growth in constant currency to remain stable to our stronger-than-expected Q2 results.”

AI 206
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The Rarity Shibboleth

Tom Tunguz

In comparing the two most recent Microsoft earnings calls, Claude highlighted: faster than expected Azure growth (29% vs 27%) AI contributing 8% of Azure revenue up from 7% higher CapEx spending & greater capacity constraints for data centers much better commercial bookings growth : 17% vs 13% Excellent analysis.

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Startup Best Practices 26 - Choosing Your Startup's Competitive Strategy

Tom Tunguz

The Azure team has built products to leverage that strength. A F500 can simply decide to replicate a local SQL Server instance to cloud Azure instance with a few clicks, and they instantly become a Microsoft Cloud customer. Digital Ocean has developed the best documentation for engineers using cloud platforms.

Startup 100
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The 5 best SMB storage clouds

IT World

But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. Instead, most organizations need a way to store our documents and data so we, and our teammates, can easily get our information whether we're at home or sitting at a convention center in Valencia, Spain.

Cloud 90
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Best Data Analysis Software

Neil Patel

Text analysis tools allow your business to analyze text from social media accounts and documents. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. Text Analysis Software.

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

Andreessen Horowitz

This is still the case in 2024, which means that the correlation between CSP and preferred model is fairly high: Azure users generally preferred OpenAI, while Amazon users preferred Anthropic or Cohere. 2B run-rate revenue, including spend on OpenAI models via Azure. chatbot) for a well-known output of an LLM (e.g.,