INVESTMENT

→ View original post on X — @yuhelenyu

Cloud Spending Growth Reaches 65.9% by 2025

By

@yuhelenyu

–

10 May 2023 19h25

According to #Gartner’s ‘cloud shift’ research, spending on cloud technologies in application software will increase from 57.7% in 2022 to 65.9% in 2025. In the latest #CXOSpice on Multi-Cloud Cost Management featuring Purnima Padmanabhan (@P__padmanabhan), SVP & GM at

→ View original post on X — @mfordfuture

Microsoft Bets Fusion Power Closer Than Many Think

By

@mfordfuture

–

10 May 2023 19h11

Microsoft Bets That Fusion Power Is Closer Than Many Think https://
wsj.com/articles/micro
soft-bets-that-fusion-power-is-closer-than-many-think-cb1b09dc?st=rumwock0tiyuyq5
… via @WSJ

Startup Funding Shifts: Post-LLM Hype Era Begins Now

By

–

10 May 2023 18h15

The question now is: who else? So many startups raised at unicorn levels. While LLMs haven't permeated everything yet—and that'll take a VERY long time—that hype train has stalled and eyes have shifted to more LLM-focused startups.

W&B and LLM Stack Leaders Navigate Post-GPT Era

By

–

10 May 2023 18h14

W&B stuck the landing in the post-GPT era, along with several other hot startups like MosaicML and Anyscale that proved to be an important part of the LLM-powered stack (in particular for training and inference, respectively, based on people I've talked to).

W&B Raises Capital Driven by Machine Learning and LLM Growth

By

–

10 May 2023 18h13

W&B didn't need to raise the round, obviously. It's grown substantially on the back of the machine learning—including LLMs. OpenAI is a customer of W&B. So it was a situation where it might as well ask for a big number, and if it didn't stick, that's fine.

Weights & Biases $2B valuation amid AI startup funding trends

By

–

10 May 2023 18h12

The best example of this I've heard is Weights & Biases, which held some discussions earlier this year for a round that would value it at $2 billion. The conversations that picked up was that the price was high—even though startups like Pinecone were fetching 200x+ ARR multiples.

ML Startups Pre-GPT Era: VC Shift to LLM-Powered Ventures

By

–

10 May 2023 18h10

Today's issue of Supervised is about startups that jumped on the machine learning hype train… before the GPT era of machine learning. 2020-22 investments with eye-popping valuations in ML startups. Now VCs have shifted eyes to LLM-powered startups.

→ View original post on X — @tiernanraytech

DigitalOcean CEO Charts Sane Course Through Generative AI Craze

By

@tiernanraytech

–

10 May 2023 16h42

DigitalOcean CEO Spruill charts a sane course through the generative AI craze It is possible to build AI without getting into an arms race with Microsoft and Google, says Spruill. https://
thetechnologyletter.com/the-posts/digi
talocean-ceo-spruill-charts-a-sane-course-through-the-generative-ai-craze
… $DOCN $GOOGL $MSFT $AMZN @OpenAI #investing #stocks