Booking.com The fastest growing category of US venture investment in 2024 is AI. Venture capitalists have invested $18.3 billion through the first four months of the year. At this pace, we should expect AI startups to raise about $55b in

Booking.com Amazon announced their earnings yesterday. Like Microsoft & Google, Amazon’s Web Service business is seeing a surge of growth, up from 13% annual to 17% annual growth (16% when excluding the leap year). Aside from the overall growth of

Booking.com What drives the acquisition market of startups? It’s the big deals. In the last decade, the total number of venture backed software M&A by count has remained relatively constant. The black line shows the linear trend across US venture

Booking.com If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. In Feburary, Microsoft grew 2% & Amazon lost 2%. Google is also taking share – 1% in

Booking.com Enterprises spend more on security but aren’t benefitting from the extra spend. Palo Alto Networks’ customers who buy security across 3 platforms spend more than 40x those that secure just one. Despite those dollars… “Adding incremental point products is

Booking.com Snowflake announced Artic, their open 17b model. The LLM perfomance chart is replete with new offerings in just a few weeks. Overall knowledge performance is asymptoting as expected. It’s hard to discern the most recent dots. One thing stands