infrastructure

“The web has shifted away from an infrastructure-led, ah, play to what you do on top of the platforms that are already there. It's about the creative, the design-led, the services-led businesses that you can build on top of what is there.”

“A company like LivePerson, we probably raised, you know, over thirty million dollars in about 12 months. And 20 of that went to build our infrastructure because we wanted to build for success, and you needed to build a platform that could scale.”

“Every pitch that I hear about infrastructure is ostensibly something that Amazon could do one day, right? Or Microsoft or Google”

“I have a feeling that just like AI and other things, it will take quite a long while, but it's going to be, there is a chance that it becomes a fundamental part of the infrastructure just further down that it actually powers a lot of things and is very valuabl…”

“I have to believe it's gonna accrue mostly to the application layer. I think if you think about infrastructure companies as platforms, you know, if you think about the software market as the relatives, the value of AWS and Microsoft and Google cloud versus the…”

“I think in the arc of time if it is a shift like the internet was in many ways the applications, Which might not look like an applications, right, in the way that we think of them, but might look more like, you know, this control center idea will have profound…”

“What you can do in your lifetime will be a function of the underlying infrastructure that you're given. And if you're not given that infrastructure, the best thing that you can do is move to where you can find that.”

“But most of the value has to be in the products. Like, you know, we don't build infrastructure just for the sake of infrastructure. Like we build infrastructure so people can make product.”

“Infrastructure is like one of those things that businesses are really bad at making, and it sucks that we committing businesses to have to build infrastructure of this thing because it just doesn't actually fit into the timescales. Like even the long-term focu…”