Today: AWS posts its best growth rate in years as it becomes clear the AI boom is lifting all boats, Microsoft suffers a big Azure outage, and the latest enterprise moves.
Today: how a gold rush and the inherent weirdness of GPU computing has caused reliability problems for AI services, OpenAI and Microsoft finalize their new partnership deal, and the latest funding rounds in enterprise tech.
OpenAI and Anthropic both acknowledge they have a lot of work to do to improve the reliability of their services if they want to serve enterprise customers. But app developers also need to design their AI services with reliability in mind, which is hard when everyone is moving so fast.
Deep down, most people knew it couldn't last. But the remarkable run enjoyed by enterprise software companies and their investors over more than a decade came to an abrupt end in 2022, and the new order is still sorting itself out.
Today on Runtime: Tomasz Tunguz on the next ten years of enterprise investing, Australia backs away from a seven-year blockchain project, and the quote of the week.
