cloud computing

“We're firmly convinced this is one of those rare sort of developments in IT infrastructure. There's sort of a generational shift which has huge repercussions. I mean, this is similar to what we saw when sort of mainframes went to client server or the advent of…”

“These two shifts, the mobile computing and cloud computing shifts, Have been massive. They're interrelated. They're probably the two biggest paradigm shifts I'll see in my life, and they're giving birth to some of the most important network effect businesses a…”

“Whatever rich prices we're paying today, We will get rewarded many times over if we pick the winners and hold onto them long term, and so we're certainly anxious as everyone else is around the multiples. They are rich, but at the end of the day, I absolutely b…”

“I think with Gen AI, we're gonna see more and more use cases get you know, get powered by AI, right? And it's gonna attack all these different functions, industries, et cetera piece by piece, and so the total amount of disruption in that is, I think, just a lo…”

“And so I think this will go in the same direction. And like you'll, you'll have very clear guidelines around how the companies use the data for model training and it's off limits and so on. And sort of that trust will be overcome.”

“But I also agree with Scott that I think it's going to go much faster than moving to cloud. It wasn't really possible. I know we actually were on-prem companies that old. It wasn't possible to just also be on the cloud and try a little bit. It was incredibly h…”

“From the perspective of, say, five or 10 years from now, the people selling cloud computing to the people who own the models will probably not make as much money as the people who own the models.”

“I think the market structure will end up sort of like cloud for the models where, you know, cloud costs for the average end customer are fine. And, you know, cloud's an oligopoly and they make high profits. I think the model companies, you know, that serve API…”