Azure Generative AI Software 
Tom Tunguz
APRIL 6, 2023
There are 4 questions a startup should ask themselves about building a startup that uses generative AI. I started with a few sentences, uploaded them to gamma.app to outline the presentation, popped over to Midjourney to generate images along the story line, & published it in IA Presenter.
Tom Tunguz
OCTOBER 23, 2023
“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.”
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Andreessen Horowitz
MARCH 21, 2024
Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. Over the past couple months, we’ve spoken with dozens of Fortune 500 and top enterprise leaders , 2 and surveyed 70 more, to understand how they’re using, buying, and budgeting for generative AI.
Tom Tunguz
FEBRUARY 1, 2024
Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 “Our own research as well as external studies show as much as 70% improvement in productivity using generative AI for specific work tasks.” Many companies are moving in this direction. ” This wave isn’t slowing.
Clouded Judgement
MARCH 22, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).
Clouded Judgement
JULY 28, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”
Andreessen Horowitz
MAY 7, 2024
As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. Some of the greatest software platforms in history have risen to the occasion in their respective markets to protect the enterprise against these evolving threats.
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