State of the Cloud 2024

So which country will lead in the broader category of business AI? Today, the United States enjoys a commanding lead (90–10) in this wave, but I believe in five years China will close that gap somewhat (70–30), and the Chinese government has a better shot at putting the power of business AI to good use. The United States has a clear advantage in th

... See more

As a technology and an industry, AI naturally gravitates toward monopolies. Its reliance on data for improvement creates a self-perpetuating cycle: better products lead to more users, those users lead to more data, and that data leads to even better products, and thus more users and data. Once a company has jumped out to an early lead, this kind of

... See more

First, AI agents are likely to lead to new go-to-market strategies for SaaS companies. With potentially fewer humans in the loop, there is likely to be a further decoupling of seats/users and contract value. To capture value, LLM applications will need a new scaling factor for pricing: variable value-based pricing is a plausible solution.

Moreover, ... See more