cloud infrastructure

4 statements across 4 episodes · 0 bullish · 0 bearish · 4 people on the record · first statement Jan 2, 2019 by Wei Lowe · across every show →

Everything said about cloud infrastructure, oldest first

Jan 2, 2019

Assertion Not checkable as stated

Wei Lowe: Cloud infrastructure handles 99% of HD map computation

“Of course, it's the automated storage place, and it's also the place where 99% of the computation is done for map creation and map updates.”

Wei Lowe Jan 2, 2019 ▶ 23:43 a16z Podcast | Exploding the Map

Jan 2, 2019 neutral

Prediction Not checkable as stated

Stoica: Computing functionality will migrate bidirectionally between cloud and edge

“Things which are now done in the cloud is going to migrate some of the functionality for on the edge. Also, on, in, on the other side, things which are now done only at the edge, like self-driving cars will migrate, some of the functionality will migrate to th…”

Ion Stoica Jan 2, 2019 ▶ 23:09 a16z Podcast | A New Lab Rises

Jan 2, 2019 neutral

Prediction Held up

Wilson: Cloud market will split to Amazon 60%, Google 30%, Microsoft 10%

“But I think it could be like Amazon has 60% of the market, Google has 30% of the market, and Microsoft has 10% of the market. I think it's gonna be a three player game in that business, and that's good.”

Fred Wilson Jan 2, 2019 ▶ 19:34 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'

Aug 25, 2023

Insight

Appenzeller: Most startups should rent cloud compute rather than build

“So my guess is that most early stage founders and probably even most mid-stage and late-stage founders you know, are better off by renting capacity, renting a cloud or using, consuming a SaaS service, right?”

Guido Appenzeller Aug 25, 2023 ▶ 11:22 Chasing Silicon: The Race for GPUs

cloud infrastructure

Everything said about cloud infrastructure, oldest first

Turn any episode into a week of clips.