Ron Miller
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Cloud infrastructure revenue growth dips to 19% in Q1, but still hits $63B for quarter
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As expected, companies are continuing to cut back on their cloud spend where possible, as tech budgets continue to get careful scrutiny. That resulted in a quarter in which the cloud grew 19%, up $10 billion over last year to $63 billion. That doesn’t sound too terrible, except...
There is a shift in the air, and it feels like companies need to be thinking about how to put large language models to work, but as with any new advanced technology, it’s often easier said than done, especially for less technical organizations.
AirOps, an early stage startup is...
Google Cloud may be chasing Amazon and Microsoft in the cloud game, but it has something big to boast about after earnings came out today. The company has turned a profit on its cloud unit for the first time since it began reporting cloud income several years ago.
The...
But technical differences could be harder to regulate
Last week, U.K. communications watchdog group Ofcom reported that it was investigating cloud infrastructure vendors — paying particular attention to Amazon and Microsoft — for making it too difficult to move workloads from public clouds. This raised a legitimate question about the...
ShelfLife’s founder learned that it doesn’t always go as planned
A startup begins as an idea, an inkling. Maybe the founder sees a pain point and thinks they can solve it with a bit of technology and shift an industry, but it doesn’t always go quite as planned. That’s...
It's potentially the biggest shift since point-and-click
Over the last several months, OpenAI, and ChatGPT in particular, has shown what’s possible with a user interface built on top of a large language model that can answer questions and create code or pictures. While that alone is remarkable, we can...
The amazing abilities of OpenAI’s ChatGPT wouldn’t be possible without large language models. These models are trained on billions, sometimes trillions of examples of text. The idea behind ChatGPT is to understand language so well, it can anticipate what word plausibly comes next in a split second. That...
Growth has slowed dramatically since 2021
During the early days of the pandemic, I had to have a document notarized. I met the notary at my local bank office. She took my document and my ID through a crack in the door. She looked it over as I waited...
Could activist peace be at hand at Salesforce? With the announcement Monday that Elliott would be withdrawing its nomination for the board of directors, it seems that the CRM leader could have forged a peace agreement. The question is: At what cost?
While it’s not clear what this agreement...
My grandfather lived through an incredible period of technological change. He saw the invention of the automobile, the airplane and the rocket. He lived through the dawn of the atomic age and the mainframe computer. He didn’t live long enough to see the PC or the impact it...