Reevaluate Agent Harness Assumptions as Models Evolve
I liked this intro from the recent Anthropic blog: "A running topic on the Engineering Blog is how to build effective agents and design harnesses for long-running work. A common thread across this work is that harnesses encode assumptions about what Claude can’t do on its own. However, those assumptions need to be frequently questioned because they can go stale as models improve." https://t.co/xADLvXPwb5
Ex‑DeepMind Team Launches ElorianAI for Visual AGI
Very excited to be working with @AndrewDai @yinfeiy and the rest of the amazing @ElorianAI team on their quest to build visual AGI with multimodal reasoning models
Agentic Era Demands New Trust Layer, ZKML Offers Solution
Finally going to write a bit more about this (in tomorrow's Clouded Judgement). A snippet of what I wrote: The way I think about it: every major platform shift has required a corresponding trust layer. The internet needed SSL/TLS. Mobile needed...
Today's Top 10 SaaS Cloud Multiples Revealed
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close https://t.co/bnxxG3uisU
Model Labs Can Be Profitable When Properly Managed
From Clouded Judgement: In Defense of Model Lab Profitability https://lnkd.in/d7xVmPGs
Inertia Poisons Judgment, Halting Progress.
From Clouded Judgement: The Poison of Inertia https://lnkd.in/g_HwrFac
Top 10 SaaS Cloud Multiples at Market Close
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close
Clear Criteria for Deciding Build vs Buy Solutions
From Clouded Judgement: Build vs Buy https://lnkd.in/dGX7YfrS
Today's Top 10 SaaS Cloud Multiples Revealed
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close
Google Cloud Leads Growth; AWS Remains Largest
Cloud Giants Update: AWS (Amazon): $142B run rate growing 24% YoY (last Q grew 20%) Azure (Microsoft): ~$103B run rate (estimate) growing 38% YoY (last Q grew 39%) Google Cloud (includes GSuite): $71B run rate growing 48% YoY (last Q...
Azure Hits $103B Run Rate, up 38% YoY
Azure at a ~$103B run rate growing 38% constant currency Quarterly YoY growth trends below
Top 10 SaaS Cloud Multiples at Week’s Close
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close
Scaling Infra Software Is Harder Than It Looks
Feels like this applies to just about every piece of infra software: "everyone thinks it's easy but then when you need to scale..."
Software Valuations Rise with Growth: Median Multiples Up to 14.5x
This week on Clouded Judgement: Systems of Record are Evolving - Median software multiple: 4.9x - High Growth software median: 14.5x - Mid Growth software median: 7.5x - Low Growth software median: 3.7x - 10Y: 4.2% Article in next post 👇 https://t.co/UNwSW8tzzJ
Record‑keeping Software Multiples Rise with Growth Rates
This week on Clouded Judgement: Systems of Record are Evolving - Median software multiple: 4.9x - High Growth software median: 14.5x - Mid Growth software median: 7.5x - Low Growth software median: 3.7x - 10Y: 4.2% https://lnkd.in/gqZjDGnS
