cloud

“I think that we are in a time With AI today, where cloud was about 10 years ago, and we're going to see a tsunami of innovation associated with companies and entrepreneurs thinking about ways to apply AI towards more traditional software products.”

“These things are very cyclical, and again, this is overly simplistic, but I think we're in the midst of a infrastructure revolution. Maybe it's around ML, maybe it's around cloud, maybe it's some combination of these things that are coming together, and there …”

“And the way I think about it is market timing works in markets where there's dollars shifting from call it one technology stacker or legacy architecture to a new type of architecture. The most recent being cloud. If you can make an argument that cloud is up en…”

“And whenever there's a platform shift in terms of how applications are built and how services are delivered, whether it's PCs or mobile or in this case, the cloud, there's a big opportunity to build new companies, or at least you have the best opportunity to b…”

“Eight years ago, the only companies that were at scale in the cloud were new companies and smaller companies. The larger enterprises were not there yet.”

“Even with the amount of growth we've had over the last 10 or 20 years, you know, only 20% of loads, as an example, are in the cloud, right?”

“I'm of two minds on this. I think a lot of AI value will accrue to existing large distribution players. AI is not naturally disruptive in the way that the shift from on-prem to cloud was, right, which obviously I had a front row seat to.”

“AI is kind of the final I would say maybe death knell to that particular approach. If you're, if your data is not in the cloud or in a cloud ready form, I think it's gonna be extremely hard for you to get the full value of AI on your information.”

“And so the enterprise, there were really, in early 2017, this might be surprising to some people, is there really weren't any production applications in the cloud for the enterprise.”

“On Novo Nordisk used to take, I think it was something like 15 weeks to do their clinical trial reports, and now they use cloud and get it done in 20 minutes, and like, that's a step change.”

“So I think this is fundamentally different. And if you compare it to cloud, for example, adoption was fairly slow in the beginning, right? Kind of gradually, then suddenly. Here, I think the difference is that there's this broad-based consensus that Failure to…”

“Oligopoly. This is how the cloud, well, this is how the cloud played. I think probably the best analog we have is the cloud, right?”

“We're not going back. The AI is so much bigger than cloud and so different. And unless the LP is cut off the valve it's, We're not going back to the old venture.”

“For the first time, every CEO in every industry in every country is thinking about what do I do with this technology? Never happened before. Cloud wasn't like that. Certainly PCs weren't like that. Internet wasn't like that.”

“One, they're not a cloud company. They're just not, it's just not their DNA. They don't know how to do cloud.”