cloud
also referred to as: the clouds
26 statements across 20 episodes · 14 bullish · 3 bearish · 17 people on the record · first statement Jul 15, 2017 by Frank Chen · across every show →
Everything said about cloud, oldest first
Jul 15, 2017 bullish
Jul 15, 2017 bearish
Levine: The explosion of sensor data will kill the cloud
“Sensor data explosion will kill the cloud. Sensors are going to produce massive amounts of data. The existing infrastructure will not be able to handle the data volumes or the rates, and data is going to be stuck at the edge, and computing is going to move alo…”
Jul 15, 2017 bullish
Levine: Machine learning applications will execute at edge endpoints, not the cloud
“So the only way that we can look into an image or look into the massive amounts of data is with machine learning, and that machine learning, the algorithms and the applications employing machine learning will run at the end point. It's not going to be machine …”
Jul 15, 2017 bullish
Dec 9, 2017
Rampell: Blockchain is not cloud storage, but decentralized untrusted intermediaries
“Blockchain is not meant to be cloud. It's meant to be, ah, a series of not intermediaries, but a series of effectively untrusted intermediaries on the internet that you don't know, and you don't have to know them, and it's not stored in one place.”
Jan 2, 2019 positive
Levie: Enterprise cloud adoption happens via net-new workflows, not legacy migration
“It's not that every single process and piece of software and piece of infrastructure has to move to the cloud or become mobile. It's that there's a net new area of work that's happening or opportunity that will align to more of these principles”
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Sinofsky: Personalized tech features do not require storing user data in cloud
“Well, and I think that the, this is one where, where I think people can overstate the need for the cloud side of it, or understate the amount that they can do based, sort of, not really Cloud, but, or clients, but like on a client side way, I mean, if you thin…”
Jan 2, 2019 neutral
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019 bearish
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019 bullish
Jan 2, 2019 bullish
Andreessen: Cloud AI Supercomputing Access Will Cost $1 Within a Year
“You get what I think in a year is going to be very common. These sort of AI supercomputing chips with the AI algorithms in the cloud available to anybody for a dollar. Right, and so there's going to be this massive deflation of hardware cost on, on that side.”
Jan 2, 2019 bullish
Jan 2, 2019
De La Garza: Security will become a feature rather than a standalone product
“And so I think as business models evolve, as we make this transition to the cloud, as blockchain becomes more widely deployed, security starts to become more of a feature and less of a product. And I think we start thinking less about kind of the specific tech…”
Jan 2, 2019 negative
Jan 2, 2019 bullish
Ben Horowitz: Developer tools are strategic because developers choose cloud platforms
“But that's now changed both kind of in market size and then also in strategic value because the developers are the people who decide what cloud you're going to use. And cloud is probably the biggest business to business market there is. So, you know, as a mark…”
Mar 1, 2019
de la Garza: Ransomware Will Evolve to Target Cloud Infrastructure Data
“On the ransomware space, I think the, one of the interesting things that I've noticed over the last couple of years, we've yet to see a variant of ransomware that modifies your data in the cloud, right? So cloud-aware ransomware it's something that we've heard…”
May 28, 2025 positive
Horowitz: Databricks refused on-premise customer demands to stay cloud-only
“And actually in so in entrepreneurial world, like we saw this with Databricks, where like they had a very clear vision of what they were going to be. And the audience wanted it on premise and they refused to do it because it was so contrary to their vision. Bu…”
Jul 14, 2025 bullish
Sep 24, 2025 bullish
Levie: AI market will follow SaaS pattern with $100B new disruptors
“I think it's going to look like what we saw in something like SAS or cloud, which is the incumbents get bigger, but then there's all of these new categories that we would not have been able to predict. And then there's lots of 10 and 20 and fifty and one hundr…”
Sep 24, 2025 bullish
Levie: AI transforms company creation in ways cloud computing never did
“By 2005, other than the fact that our resources were in the cloud versus, you know, you had to go to a data center. In our case, we actually still went to the data center. Like, not that much about the company building process was different. Today, in 25, ever…”
Aug 31, 2026 bullish
The AI Market Will Be Non-Zero-Sum Across Labs, Open Source, and Apps
“Like, this is not an or thing. It's an and thing, right? Like, this is an and thing. Frontier's gonna work really well. Like, N minus one models are gonna work really well. Open source is gonna work really well. There's gonna be a bunch of application companie…”