Tag: Growth Rates
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Tomasz Tunguz: Beyond a Trillion : The Token Race
Source URL: https://www.tomtunguz.com/trillion-token-race/ Source: Tomasz Tunguz Title: Beyond a Trillion : The Token Race Feedly Summary: One trillion tokens per day. Is that a lot? “And when we look narrowly at just the number of tokens served by Foundry APIs, we processed over 100t tokens this quarter, up 5x year over year, including a record…
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Tomasz Tunguz: The AI-Driven Cloud Market Share Shift
Source URL: https://www.tomtunguz.com/cloud-market-share-shift-2025/ Source: Tomasz Tunguz Title: The AI-Driven Cloud Market Share Shift Feedly Summary: What force could dethrone AWS after more than a decade of unchallenged dominance? For years, Amazon Web Services ruled the cloud infrastructure market. It was the default choice without a question for every startup. Then OpenAI released GPT-4. Microsoft’s exclusive…