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cloud compute

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 6, 2025 by Rory O'Driscoll · across every show →

Everything said about cloud compute, oldest first

Nov 6, 2025 bearish
Opinion
O'Driscoll: AWS lost cloud dominance by failing to adapt to AI
“Five years ago, AWS dominated cloud compute. Now they don't, right? Because cloud compute evolved from being simple compute to being AI-centric computing, and they didn't evolve fast enough with it.”
Rory O'Driscoll Nov 6, 2025 ▶ 46:55 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
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