Tag: market

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Source URL: https://www.tomtunguz.com/snow-earnings-2025-08-28/ Source: Tomasz Tunguz Title: The AI Tide Lifts Databases Feedly Summary: Another day, another earnings report with accelerating growth from AI. Snowflake earnings yesterday demonstrates yet again the impact of AI on a $4.4B revenue business. Snowflake’s revenue has rebounded from a low of 26% to 32% quarter over quarter. And once…

Cloud Blog: Cloud CISO Perspectives: How CISOs and boards can help fight cyber-enabled fraud

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Source URL: https://cloud.google.com/blog/products/identity-security/cloud-ciso-perspectives-how-ciso-board-can-fight-cyber-enabled-fraud/ Source: Cloud Blog Title: Cloud CISO Perspectives: How CISOs and boards can help fight cyber-enabled fraud Feedly Summary: Welcome to the second Cloud CISO Perspectives for August 2025. Today, David Stone and Marina Kaganovich, from our Office of the CISO, talk about the serious risk of cyber-enabled fraud — and how CISOs…

The Cloudflare Blog: The next step for content creators in working with AI bots: Introducing AI Crawl Control

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Source URL: https://blog.cloudflare.com/introducing-ai-crawl-control/ Source: The Cloudflare Blog Title: The next step for content creators in working with AI bots: Introducing AI Crawl Control Feedly Summary: Cloudflare launches AI Crawl Control (formerly AI Audit) and introduces easily customizable 402 HTTP responses. AI Summary and Description: Yes Summary: The text discusses Cloudflare’s launch of AI Crawl Control,…

Cloud Blog: Run Gemini anywhere, including on-premises, with Google Distributed Cloud

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Source URL: https://cloud.google.com/blog/topics/hybrid-cloud/gemini-is-now-available-anywhere/ Source: Cloud Blog Title: Run Gemini anywhere, including on-premises, with Google Distributed Cloud Feedly Summary: Earlier this year, we announced our commitment to bring Gemini to on-premises environments with Google Distributed Cloud (GDC). Today, we are excited to announce that Gemini on GDC is now available to customers. For years, enterprises and…

Tomasz Tunguz: The Second-Order Effects of AI

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Source URL: https://www.tomtunguz.com/mdb-earnings-2025-08-27/ Source: Tomasz Tunguz Title: The Second-Order Effects of AI Feedly Summary: AI vendor revenue will double classic software in terms of new bookings this year. This trend is so large it’s starting to have second-order effects. MongoDB reported strong Q2 FY’26 results, delivering $591M in revenue with 24% year-over-year growth. AI is…

Microsoft Security Blog: Microsoft ranked number one in modern endpoint security market share third year in a row

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Source URL: https://www.microsoft.com/en-us/security/blog/2025/08/27/microsoft-ranked-number-one-in-modern-endpoint-security-market-share-third-year-in-a-row/ Source: Microsoft Security Blog Title: Microsoft ranked number one in modern endpoint security market share third year in a row Feedly Summary: For a third year a row, Microsoft has been named the number one leader for endpoint security market share, as featured in a new IDC report. The post Microsoft ranked…

Cloud Blog: Google for Startups Accelerator: AI First – Meet the 2025 Brazilian cohort

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Source URL: https://cloud.google.com/blog/topics/startups/meet-the-brazilian-cohort-of-google-for-startups-accelerator/ Source: Cloud Blog Title: Google for Startups Accelerator: AI First – Meet the 2025 Brazilian cohort Feedly Summary: In a landscape where AI is an engine of growth for the Latin American economy, Brazil stands out as a leader in innovation. Google is committed to supporting and shaping the future of AI…

The Register: More than 100 companies are chasing an AI chip gold rush. Few will surive

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Source URL: https://www.theregister.com/2025/08/27/100_ai_chip_companies/ Source: The Register Title: More than 100 companies are chasing an AI chip gold rush. Few will surive Feedly Summary: Quick, get some investment money before the bubble bursts The number of companies developing AI processor chips now numbers well over a hundred, according to new research.… AI Summary and Description: Yes…

Tomasz Tunguz: Netflix’s New AI Role

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