Clouded Judgement

JULY 16, 2024

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. Our Finance-specific AI and machine learning engines are built directly on our unified data model, ensuring seamless integration with our Finance solutions.

Benchmarks 295

Benchmarks Data Artificial Intelligence Machine Learning 295

Tom Tunguz

JANUARY 14, 2021

Cloud Data Lakes are the future of large scale data analysis , and the more than 5000 registrants to the first conference substantiate this massive wave. Also, Tableau’s Chief Product Officer François Ajenstat will discuss the Tableau’s role in the cloud data lake. Data engines query the data rapidly, inexpensively.

VP of Engineering 203

VP of Engineering Cloud Data AWS 203

SaaStr

SEPTEMBER 22, 2020

We recently brought together Denise Persson, CMO @ Snowflake , Emil Eifrem, CEO @ Neo4j , and Spencer Kimball, CEO & Co-founder @ Cockroach Labs, to discuss the future of data infrastructure in the Cloud. So how do we change our businesses by fundamentally exploiting the benefits of the cloud? #1

Technical Review 321

Technical Review Data Artificial Intelligence Machine Learning 321

Tom Tunguz

MAY 24, 2023

In the late 2010s, machine learning inflated demand. Now, cloud companies, major B2B & B2C software companies’ appetite for GPUs has put the Data Center segment on a hypergrowth trajectory. Nvidia’s most recent breakout occurred in the last two years. AI has replaced that demand.

Artificial Intelligence 298

Artificial Intelligence Machine Learning B2C AI 298

SaaStr

JUNE 2, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. The power of Amazon Textract is that it accurately extracts text and structured data from virtually any document with no machine learning experience required”. The post The Week In Cloud: June 2 appeared first on SaaStr. I never knew.

Cloud 164

Cloud Artificial Intelligence Machine Learning Software 164

SaaStr

NOVEMBER 15, 2022

as a common language to analyze a cloud business. The shift to using SaaS metrics as a common language led to a common definition of what a great cloud business should look like. These two drivers influence varying metrics in different ways that don’t necessarily negatively impact cloud business outcomes.

Metrics 277

Metrics Artificial Intelligence Machine Learning Technical Review 277

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. Cloud databases generated $39b in spend , about half of all database revenue. On October 25th, I’ll share my 10 predictions for data in 2023 at The Impact Data Summit.

Data 281

Data Azure Artificial Intelligence Machine Learning 281

Tom Tunguz

JANUARY 23, 2023

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. Spending Won’t Ramp Again Until Optimization Stops in about a Year Customers are optimizing their cloud spend in 2023. At some point, the optimizations will end.

Azure 256

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 256

Tom Tunguz

OCTOBER 19, 2021

During this period, there have been three main categories of data work: business intelligence, machine learning, and exploratory analytics. Imagine combining customer purchasing data from an API with customer web traffic data in a cloud data warehouse and running a clustering algorithm on the combined dataset.

Sales Hiring 335

Sales Hiring Artificial Intelligence Machine Learning Data Analysis 335

SaaStr

APRIL 4, 2019

Join us for a fireside chat between Google Cloud and Zenoss, a leader in software-defined IT operations, as we discuss the most common and emerging challenges facing SaaS companies today for both technical and non-technical backgrounds. Eyal Manor – VP, Engineering @ Google Cloud. Want to see more content like this session?

Cloud 173

Cloud Scale Trends Artificial Intelligence 173

Think Strategies

OCTOBER 23, 2017

The emergence of ‘shadow IT’ as a major force within many enterprises raised questions about the role of IT in a cloud-first world. For the past decade, many IT departments have been on the defensive trying to keep pace with escalating end-user demands and competitive pressures.

Artificial Intelligence 100

Artificial Intelligence Machine Learning AI Cloud 100

Tom Tunguz

FEBRUARY 1, 2023

Incumbents have lept onto advances in generative machine learning more aggressively than any trend in recent technology history. Mobile, cloud, social - startups led each of those waves. Over the past decade, the most advanced machine learning systems have often been built inside the largest technology companies.

AI 223

AI Artificial Intelligence Machine Learning Innovation 223

SaaStr

MARCH 2, 2023

With predictive machine learning, we help growth teams take the guesswork out of their day-to-day – and focus on spending their time where it matters. We use data science to identify your highest-value customers, how to keep them and maximize revenue. Ramp up quality engagement, stop guessing what works and own your NRR.

Scale 264

Scale Technical Review Software Review Artificial Intelligence 264

Tom Tunguz

AUGUST 8, 2019

AI or Machine Learning is a new technology that will benefit nearly every type of sector and we’re still in the very earliest innings. The world has moved on from MapReduce jobs and is reverting to other data sources that speak SQL natively or are cloud-native. Others have grown by more than 3x. Let’s take a look.

Artificial Intelligence 280

Artificial Intelligence Startup Blockchain Social Media 280

Tom Tunguz

MAY 15, 2023

The pace of innovation in the field clouds the answer. the company has no plan/interest to staff a team to manage AI infrastructure or develop deep machine learning experience / expertise in-house. A product manager today faces a key architectural question with AI : to use a small language model or a large language model?

Artificial Intelligence 227

Artificial Intelligence AI Machine Learning Scale 227

Tom Tunguz

SEPTEMBER 7, 2023

In addition, many of the core machine learning libraries have not yet rewritten natively for Apple. This hybrid architecture will allow some usage when not connected to the Internet, but take advantage of a cloud when available. Apple optimize their chips for power consumption while Nvidia opts for raw performance.

Artificial Intelligence 216

Artificial Intelligence Machine Learning Cloud Benchmarks 216

Tom Tunguz

NOVEMBER 8, 2023

Whether it’s data being used inside applications, feeding machine learning models, or downstream analysis, companies are increasingly reliant on this data, and that’s not changing. 80% of data is unstructured within organizations. Cost Pressures Continue : The dominant theme of 2023 is doing more with less.

Artificial Intelligence 228

Artificial Intelligence Trends Data Software Review 228

Tom Tunguz

OCTOBER 19, 2023

Machine learning’s demand for data has accelerated this movement because AI needs data to function. Security systems govern access to databases akin to secrets management & identity access management solutions do in the cloud.

Software Engineering 209

Software Engineering Engineering AI Data 209

IT World

MAY 6, 2020

Spell , an end-to-end platform for machine learning and deep learning—covering data prep, training, deployment, and management—has announced Spell for Private Machines , a new version of its system that can be deployed on your own hardware as well as on cloud resources.

Artificial Intelligence 64

Artificial Intelligence Machine Learning Cloud AI 64

SaaStr

DECEMBER 8, 2023

At SaaStr Annual , he was joined by Jordan Tigani, Founder and CEO of Mother Duck Maggie Hott, GTM at OpenAI , and Sharon Zhou, Co-Founder and CEO of Lamini to discuss the new architecture for building Software-as-a-Service applications with data and machine learning at their core.

Artificial Intelligence 314

Artificial Intelligence AI ChatGPT Software Engineering 314

Clouded Judgement

AUGUST 25, 2023

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions.

Benchmarks 246

Benchmarks Artificial Intelligence Data Software Review 246

SaaStr

FEBRUARY 12, 2019

Take IBM’s recent purchase of RedHat to accelerate hybrid cloud adoption, or Salesforce’s acquisition of Mulesoft to coordinate, unlock, and integrate customer data better than any competitor. On the flip side, a strategic transaction can give a speed to market advantage over rivals or potentially let you run away with a new market.

Acquisition 219

Acquisition Technical Review Artificial Intelligence Machine Learning 219

The Angel VC

AUGUST 26, 2015

Yesterday I argued that SaaS founders and investors shouldn’t worry about short-term movements of SaaS stocks and said that there are a lot of reasons to be bullish about the Cloud. Just six years later, the results were completely upside-down: In 2014, 87% of all buyers with a deployment preference preferred Cloud solutions.

SaaS 173

SaaS Artificial Intelligence Machine Learning Construction 173

Tom Tunguz

OCTOBER 25, 2022

Cloud data warehouses (CDW) will process 75% of workloads by 2024. Cloud data lakehouses will serve jobs operating on massive data & jobs that don’t require the fastest latency - and do it at half the storage price. Large language machine learning models will change the role of data engineers.

Data 167

Data Artificial Intelligence Machine Learning Software Engineering 167

Tom Tunguz

JANUARY 12, 2021

” The inventor of the field has wandered through a forest to discover and carries the burden of that history clouding judgment. He concludes with a debate on intelligent machines and machine learning. Others approach the field with a beginner’s mind. Hamming asks, what is thinking?

Engineering 207

Engineering Artificial Intelligence Machine Learning Consulting 207

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.

Cloud 113

Cloud Scale AWS Artificial Intelligence 113

Aber Law Firm

MARCH 15, 2017

Machine learning agreements or AI agreements are super new, and actually very interesting. Not much has been written on these agreements, so I thought I would share a few thoughts on the big issues (from the perspective of the AI/machine learning software vendor). WHO OWNS THE MACHINE LEARNING MODEL?

Artificial Intelligence 52

Artificial Intelligence Machine Learning AI Software Review 52

Aber Law Firm

MARCH 15, 2017

Machine learning agreements or AI agreements are super new, and actually very interesting. Not much has been written on these agreements, so I thought I would share a few thoughts on the big issues (from the perspective of the AI/machine learning software vendor). WHO OWNS THE MACHINE LEARNING MODEL?

Artificial Intelligence 52

Artificial Intelligence Machine Learning AI Software Review 52

Intercom, Inc.

JULY 15, 2021

took over the company in 1952 and decided to make his mark through modern design, they’ve become the single largest design organization in the world, with over 1500 designers working in innovative products from machine learning to cloud to file sharing. Since Thomas Watson Jr. And that’s where Arin Bhowmick comes in.

AI Search 245

AI Search AI Scale Machine Learning 245

IT World

MAY 29, 2019

Even before organizations began moving software and infrastructure to the cloud, a typical enterprise used four to 10 tools just to monitor and troubleshoot their own networks, according to analyst and consulting firm Enterprise Management Associates. The public cloud adds another complex wrinkle to network visibility.

Cloud 68

Cloud Artificial Intelligence Machine Learning Consulting 68

Scytale

MARCH 12, 2025

With a background in computer science and a passion for emerging technology, Victor has driven innovation in AI, machine learning, and immersive media. Backed by top investors like Kleiner Perkins, Google Ventures, and Mark Cuban, Synthesia has raised 51 million and is trusted by global giants such as Reuters, Nike, BBC, and Amazon.

Startup 59

Startup Scale Cybersecurity AI Search 59

IT World

AUGUST 12, 2019

Cloud killed the fortunes of the Hadoop trinity—Cloudera, Hortonworks, and MapR—and that same cloud likely won’t rain success down on HPE, which recently acquired the business assets of MapR. To read this article in full, please click here

Artificial Intelligence 14

Artificial Intelligence Cloud Machine Learning AI 14

IT World

MARCH 5, 2020

Popular online marketplace Etsy recently completed a two-year migration from 2,000 on-premises servers to Google Cloud. Etsy was founded in 2005, well into the internet era but long before the explosion of public cloud services. The Etsy website and mobile app provide an online shop window to makers of hand-crafted and niche goods.

Cloud 75

Cloud Scaling Marketplace as a Service Artificial Intelligence 75

SaaStr

APRIL 7, 2022

I can give you marketing examples about how robots are sitting on my laptop and then in the cloud doing work for us that we hate doing, the work that is done in a contact center or in an airline or work that’s done in your finance business. That’s what you were born to do. That our robots do the work that we hate.

Sales Hiring 279

Sales Hiring Scale Sales Recruiting Outsourcing Services 279

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

Sales Hiring 235

Sales Hiring Scale Payments Cloud 235

Unbounce

MAY 29, 2020

Our benchmarks reveal data-supported best practices, and you’ll waste less time and traffic testing unproven optimizations that our machine learning analysis shows don’t necessarily work. This year’s Conversion Benchmark Report uses machine learning to assist our data team in analyzing 186.9

AI 145

AI Artificial Intelligence Machine Learning Benchmarks 145

Tom Tunguz

SEPTEMBER 11, 2014

What will the world look like when cloud compute and storage are free? Cloud computing prices are hurtling to zero. AWS has decreased prices for EC2, elastic compute cloud, and S3, simple storage service, 42 times in eight years. The first manifestation of large scale, near-free compute I’ve seen is in machine learning.

Innovation 100

Innovation Artificial Intelligence Machine Learning Scale 100