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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. net retention and CAC payback).

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AI Food Fights in the Enterprise

Andreessen Horowitz

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] It will be like AWS, GCP, and Azure. I kinda think all the benchmarks are b t. Ali: I think the answer is closer to the latter.