Tomasz Tunguz - Standard Issue AI
Tomasz TunguzVenture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Standard Issue AI
It’s not just for some. Many companies are moving in this direction. Across Microsoft products, OpenAI infrastructure, Github CoPilot (for coding), & Power Platform (for Office users) the growth is spectacular.
OpenAI & Power Platform organizations have doubled or tripled in the last quarter. There are more insights in Microsoft most recent earnings calls. Microsoft’s document database, Cosmos, grew 42% annually, driven by AI. This is faster than Mongo DB’s last quarter growth of 30%.
The data point suggests AI workloads could be a massive boon for Mongo. Or it could highlight the importance for Mongo & other database vendors to have AI compute platforms to drive growth. Small-language models are coming. The consensus within the data ecosystem is that many will start with more expensive large-language models which are robust to many types of questions, but perhaps too expensive to run for most applications at scale.
SLMs promise to offer superior latency, better accuracy, at a lower cost, at the expense of specialization. This is the first time Microsoft has mentioned SLMs during its earnings calls.
Compare with ServiceNow’s data that shows engineering gains of 50%. If this data point is real, then AI could very well add several percentage points to GDP.
This wave isn’t slowing. Azure is projecting constant growth next quarter : another 30% to the $20b+ product line in annual growth. This stellar growth presages strong demand across both agents & copilots in software, greater demand for databases for storing data, & compute power models. |
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