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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

Cost to serve a customer-facing feature is money that comes out of your pocket, and goes straight into the cloud provider’s pocket. When you want to procure more cloud resources faster, cloud providers make it easiest to buy speed, whether or not that pays off for you in the long run. It‘s almost always a function of time.

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

Andreessen Horowitz

Enterprises still aren’t comfortable sharing their proprietary data with closed-source model providers out of regulatory or data security concerns—and unsurprisingly, companies whose IP is central to their business model are especially conservative. Cloud is still highly influential in model purchasing decisions.

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Apple's AI Challenger Sale

Tom Tunguz

Enterprises push for their data to be under their control in virtual private clouds, in open data formats like Iceberg, to run AI models in their own environments - the cloud-prem architecture. These models are their intellectual property & a key competitive advantage.

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