Sandeep Johri

The Information, as always, provides great "insight" and food for thought about Amazon and Amazon Web Services (AWS) for #investors. While Amazon was known many years ago for investing to accelerate growth at the expense of short-term profits and cash flow, the evolution and sustained focus on "traditional" business metrics of #margingrowth and # freecashflow provide good food for thought for all #technologycompanies, private and public. While this might cause investors short-term pain, it is more than likely to lead to long-term share price appreciation. What do you think? #management #venturecapital #privateequity #capitalmarkets #cloudcomputing #saasbusinessmetrics

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☁ Last week Sai Senthilkumar and I presented the Redpoint InfraRed Report on how cloud infra & AI have shaped software & public markets in 2024! ⬇ Here are 10 takeaways and the full report: 1. Public infra companies are guiding lower. Almost half of public infra companies lowered their guidance last quarter. 2. These new expectations are reflected in the data with declining NDR (119% > 116%) & new bookings growth (16% > 13%). 3. After slowing in Q2'22, growth is rebounding across all public clouds in the past 3 quarters (Q3'23 - Q1'24). Represents MASSIVE investments from enterprises to move businesses at this scale. 4. AI is major driver of increase in cloud spending. 5. "Generative AI is the single most significant platform transition in computer history." - Jensen Huang, CEO of Nvidia. We are at the early stages of a platform shift to AI, which will completely transform how we build applications. 6. Training and inference costs are down. Training costs down 10x: $600k to train stable diffusion in Sep'22 now costs < $50k. Inference costs down 10x: from $0.006/1k tokens for Curie generations in Jan'22 to $0.0005/1k in April'23. 7. AI is getting smarter, cheaper and more accessible. This is leading to an explosion in developers building AI applications and driving the need for AI-specific tooling. 8. Consolidation in the data stack is putting pressure on point solutions. Both Snowflake and Databricks have been very active on the acquisition front this last year, most recently with Databricks acquiring Tabular for $1B+. 9. Coding with AI is now mainstream. 76% of devs use or expect to use an AI coding assistant. 84% of developers using an AI coding assistant use ChatGPT. 10. Wave of consolidation in the security stack as well. The top 5 Cybersecurity Vendors acquired 33 companies. 👇 If you want to read on, check out the full report published here: https://lnkd.in/drvNbTXy 🙏 Also huge thanks to Kevin He and Tony Shi for their help with the report!

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Ben Lorica 罗瑞卡 and I continue to write and speak about similar #AI topics. After I wrote https://bit.ly/46M9gi6 we decided to have another on-air conversation about #generativeAI in the #enterprise. I always look forward to these conversations (public and private) with Ben. His in-depth knowledge of the subject and his penetrating questions make them a learning experience.

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I recently spoke to Sri from Rocketlane about the massive opportunity AI presents for the services industry. We also covered: Fast-Track Adoption of AI: AI is driving tech adoption at an unprecedented pace. Services companies must adapt quickly or risk being left behind. This rapid shift offers huge growth opportunities. Building a Winning Services Ecosystem: Leveraging AI to solve real business problems, not just following the hype. How Mindtree’s early adoption of digital tech set the stage for long-term success. The importance of positioning your company as a leader in AI services. The Future of AI Services: AI services could surpass the current $300B IT services market. Success will hinge on focus and strategic partnerships. Now is the time to prepare for the coming AI wave. If you’re building in AI services or planning to, this could be of use to you. Here’s a sneak peek into the episode. https://lnkd.in/esXXd3cy #AI Services # Mela Ventures #Category Creaters # Fearless Entrepreneurs

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As an angel investor, my role is not just to support today’s innovations but to predict tomorrow’s breakthroughs. The next two decades will usher in transformative advancements across sectors, particularly at the intersection of AI, biotech, quantum computing, and energy. Here’s what I see on the horizon: AGI: We're moving from AI’s narrow applications toward AGI—machines that think, learn, and adapt like humans. AGI could revolutionize industries like healthcare, education, and even climate science, solving problems that are currently beyond human capabilities. Biotech & Human Augmentation: Gene editing tools like CRISPR will allow us to tackle diseases once thought incurable. We’re also entering an era of human augmentation through neural interfaces and advanced prosthetics, offering people longer, healthier lives. Quantum Computing: Quantum breakthroughs will enable us to solve complex problems in cryptography, material science, and beyond, accelerating scientific research and offering solutions to global challenges like energy storage and climate change. Energy – Fusion & Renewables: The future of energy will be marked by breakthroughs in nuclear fusion and renewable energy. We are on the brink of making fusion—a near-limitless, clean energy source—viable. Coupled with advancements in renewable technologies like solar and wind, we will see a transformation in how energy is produced and consumed. This energy revolution will drive down costs, reduce carbon footprints, and power the next wave of technological innovations. Brain-Computer Interfaces: These will redefine how we interact with technology. Imagine controlling devices with your thoughts or merging digital and biological intelligence. Companies like Neuralink are already exploring this frontier. Space Exploration: With reusable rockets and advancements in space tech, the dream of interplanetary travel and asteroid mining is becoming a reality. The next 20 years will see space as a new frontier for both exploration and industry. The pace of innovation is accelerating, and we’re on the cusp of a new era where technology reshapes not just industries, but the very fabric of society. As investors, entrepreneurs, and innovators, we need to be prepared for the challenges and opportunities that lie ahead. What do you think will be the biggest game-changer in the next 20 years? Let's discuss! #Innovation #AngelInvestor #FutureOfTech #EnergyInnovation #FusionEnergy #AGI #Biotech #QuantumComputing #SpaceExploration

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Generative AI is outpacing the internet and PCs in adoption speed. Nearly 40% of U.S. adults have embraced this technology in just two years, compared to 20% for the internet and PCs in their early days. This rapid uptake signals a seismic shift in how we work and interact with technology. Are you ready for the AI revolution? #GenerativeAI #TechAdoption #FutureOfWork #AIRevolution #DigitalTransformation

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