Disclosure certainty 4/5 debate potential 1/5

Wilson: 90% to 95% of USV portfolio companies run on AWS

Fred Wilson · a16z Podcast | Technological Trends, Capital, and Internet 'Disruption' · Jan 2, 2019 · at 21:12

Fred Wilson (Union Square Ventures) highlights AWS's strong lock-in among early-stage startups and developers.

0:00 / 0:04exact quote · 4.2s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“90% of the companies Maybe 95% of the companies we back are built on AWS.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Fred Wilson

Prediction Not checkable as stated
Wilson: Big tech won't be significantly disrupted by AI
“I don't think that they were disrupted very much by the shift from web to mobile, and I don't think they're going to be disrupted very much by the adoption of AI power software.”
Fred Wilson Jan 2, 2019 ▶ 8:46 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
Prediction Not checkable as stated
Wilson: Software revolution will unlock 10x to 1000x more value than manufacturing
“Total economic value that will be unlocked with the software revolution should be at least one, maybe two, maybe three orders of magnitude bigger than what we saw with manufacturing, automotive, you know, for the reasons you describe.”
Fred Wilson Jan 2, 2019 ▶ 6:27 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
Opinion
Fred Wilson: Crypto is uniquely disruptive due to token business models
“I think crypto is, is the one innovation out there that feels highly disruptive because it's a real change in business model. It's not just a technological change. It's a fundamental change in business model. You're not monetizing with ads. You're not monetizi…”
Fred Wilson Jan 2, 2019 ▶ 12:08 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
Assertion Partly supported
Wilson: YouTube sold to Google due to copyright fight costs
“Right, but that ultimately caused them to have to sell to Google. Because they concluded that they couldn't continue to play the game that way, which was the right way to play the game. As an independent company. They needed somebody who could fight the conten…”
Fred Wilson Jan 2, 2019 ▶ 17:19 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
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'
Insight
Fred Wilson: Crypto unifies being a product user and investor
“I reject that idea, and I think what's powerful about crypto is that they're the same thing, that using and investing are the same thing that they, and you don't have to be a user to be an investor, and you don't have to be an investor to be a user, but if you…”
Fred Wilson Jan 2, 2019 ▶ 31:38 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.