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
Prediction Not checkable as stated
Frank Chen: AI and deep learning will eclipse mobile and cloud shifts
“We think artificial intelligence, and in particular deep learning, could be as profound and maybe even bigger.”
Frank Chen Jul 15, 2017 ▶ 0:32 AI, Deep Learning, and Machine Learning: A Primer
Jul 15, 2017 bearish
Prediction Not checkable as stated
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…”
Peter Levine Jul 15, 2017 ▶ 19:15 The End of Cloud Computing
Jul 15, 2017 bullish
Prediction Partly held up
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 …”
Peter Levine Jul 15, 2017 ▶ 10:25 The End of Cloud Computing
Jul 15, 2017 bullish
Prediction Not checkable as stated
Levine: Data processing and key decision-making will shift to edge devices
“Important information will still get stored in a centralized cloud, but much of the processing in this new world will move out to the edge, and that's where the most important decisions will get made at the edge.”
Peter Levine Jul 15, 2017 ▶ 10:56 The End of Cloud Computing
Dec 9, 2017
Insight
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.”
Alex Rampell Dec 9, 2017 ▶ 4:18 Decrypting Crypto: From Bitcoin and Blockchain to ICOs
Jan 2, 2019 positive
Insight
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”
Aaron Levie Jan 2, 2019 ▶ 15:24 a16z Podcast | Mapping the Information Economy -- Where’s the Cloud Going Next?
Jan 2, 2019 neutral
Opinion
Paula Long: Cloud computing was not required to enable smart storage
“Actually I don't think the cloud really has anything to do with making it possible.”
Paula Long Jan 2, 2019 ▶ 7:58 a16z Podcast | Dumb Storage Gets Smart
Jan 2, 2019 neutral
Insight
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…”
Steven Sinofsky Jan 2, 2019 ▶ 19:36 a16z Podcast | Apple Watch -- Looking for New Things Done in New Ways
Jan 2, 2019 neutral
Assertion Not checkable as stated
Levine: Big data performance issues only occur in hybrid cloud setups
“And like Pratt said before, the performance issue is only an issue when we're going back and forth from the cloud to on prem.”
Peter Levine Jan 2, 2019 ▶ 25:39 a16z Podcast | Big Data Goes Really Big
Jan 2, 2019
Insight
Pratt Mogai: Big data is difficult to migrate due to deep enterprise integration
“If you look at big data is not a siloed application. It gets infused through the organization. So it's usually part of some operational business process. And it's really hard to lift and shift it into the cloud.”
Prat Moghe Jan 2, 2019 ▶ 2:45 a16z Podcast | Big Data Goes Really Big
Jan 2, 2019 positive
Assertion Not checkable as stated
Peter Levine: Big Data 2.0 is shifting workloads from on-prem to cloud
“And now what we're seeing is just like we saw applications move from on-prem to a SaaS offering, we are thankfully seeing Big Data enters A big data two dot O era, which is moving big data from on-prem into the cloud.”
Peter Levine Jan 2, 2019 ▶ 3:50 a16z Podcast | Big Data Goes Really Big
Jan 2, 2019 bearish
Opinion
Stanek: Primary enterprise data may never move to the cloud
“We don't have time to wait for companies to move the data, the primary data to the cloud, that may not even happen”
Roman Stanek Jan 2, 2019 ▶ 26:35 a16z Podcast | Making the Most of the Data That Matters
Jan 2, 2019
Insight
Corporate networks no longer have true perimeters
“And the problem is the perimeter has dissolved to the point where, so cloud by definition has no perimeter. Corporate networks they're finding out don't really have a perimeter either.”
Orion Hindawi Jan 2, 2019 ▶ 12:23 a16z Podcast | The Fundamentals of Security and the Story of Tanium’s Growth
Jan 2, 2019
Insight
Paper-based security compliance is outdated immediately upon printing
“The minute you print it out, it's outdated. You want to look at security and compliance in a continuous manner, right? You want, that's automation, the mechanisms of doing that, and that's what cloud is.”
Teresa Carlson Jan 2, 2019 ▶ 2:59 a16z Podcast | The Cloud and The Public Sector
Jan 2, 2019 bullish
Prediction Not checkable as stated
Regional blocs like the Nordics and GCC will share cloud infrastructure
“Well, we believe that certain groups of countries will probably come together and say, yeah, we'll use this cloud. So if you think about the Nordics as an example, The Benilects, or you think about the GCC countries.”
Teresa Carlson Jan 2, 2019 ▶ 14:00 a16z Podcast | The Cloud and The Public Sector
Jan 2, 2019 bullish
Prediction Held up
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.”
Marc Andreessen Jan 2, 2019 ▶ 14:52 a16z Podcast | Software Programs the World
Jan 2, 2019 bullish
Prediction Not checkable as stated
NASDAQ CIO Brad Peterson says storing financial assets in cloud is future
“Eventually, though, you need to connect back into what is likely going to be the future of storing your bits that represent your assets or your money in a cloud.”
Brad Peterson Jan 2, 2019 ▶ 10:16 a16z Podcast | Securing Infrastructure and Enterprise Services
Jan 2, 2019
Prediction Not checkable as stated
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…”
Joel De La Garza Jan 2, 2019 ▶ 2:26 a16z Podcast | The State of Security
Jan 2, 2019 negative
Prediction Not checkable as stated
Leibert: Traditional software operator roles will disappear over time
“So, I mean, I think the whole operator is going to go away over time, like with cloud, with tools like... Yeah, I think it's going to, I think, like, we're going to go towards a world where a lot of that stuff is autonomous.”
Florian Leibert Jan 2, 2019 ▶ 11:02 a16z Podcast | Containing the Monolith -- From Microservices to DevOps
Jan 2, 2019 bullish
Insight
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…”
Ben Horowitz Jan 2, 2019 ▶ 2:05 a16z Podcast | Earned Secrets
Mar 1, 2019
Prediction Held up
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…”
Joel de la Garza Mar 1, 2019 ▶ 4:25 Security Markets: The Lay of the Land
May 28, 2025 positive
Assertion Supported
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…”
Ben Horowitz May 28, 2025 ▶ 1:13:42 Rick Rubin: Vibe Coding is the Punk Rock of Software
Jul 14, 2025 bullish
Prediction Not checkable as stated
Levie: Enterprise AI adoption will outpace the cloud computing transition
“AI is going to take over the enterprise. We know this is going to happen, and it needs to happen to us faster than it happens to our competitors, which is a totally different dynamic than we saw with cloud.”
Aaron Levie Jul 14, 2025 ▶ 0:00 Aaron Levie on AI's Enterprise Adoption
Sep 24, 2025 bullish
Prediction Not checkable as stated
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…”
Aaron Levie Sep 24, 2025 ▶ 56:25 Software Finally Eats Services - Aaron Levie
Sep 24, 2025 bullish
Insight
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…”
Aaron Levie Sep 24, 2025 ▶ 22:27 Software Finally Eats Services - Aaron Levie
Aug 31, 2026 bullish
Prediction Not checkable as stated
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…”
David George Aug 31, 2026 ▶ 8:27 Why AI Demand Is Outrunning Compute Supply
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