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Cloud Compute

topic on 3 shows · 3 statements across 3 episodes

Innovators & Investors the MAD Podcast 20VC

3 statements about Cloud Compute, every show

MAD Opinion
Balaban: AI cloud compute is not a commodity service
“The big thing is that cloud compute is not a commodity service. It is a very complicated, highly vertically integrated type of service that spans everything from land, land entitlement, Construction, HPC, high performance computing design, software, virtualiza…”
Stephen Balaban Jun 18, 2026 ▶ 1:50 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
INNOVATORS & INVESTORS Disclosure
Kohn: Meridian's cloud compute bill is smaller than its Google Workspace expenses
“People ask us constantly, what is your cloud compute Bill for having to process all these different metrics on these models and storing videos, and it's negligible. It's, I mean, doesn't even show up as a line item for us, really. And I think our Google suite …”
Josh Kohn Feb 17, 2026 ▶ 11:55 Scaling Computer Vision Technology with Josh Kohn of Meridian Performance Systems | The Innovators & Investors Podcast
20VC Opinion
O'Driscoll: AWS lost cloud dominance by failing to adapt to AI
“Five years ago, AWS dominated cloud compute. Now they don't, right? Because cloud compute evolved from being simple compute to being AI-centric computing, and they didn't evolve fast enough with it.”
Rory O'Driscoll Nov 6, 2025 ▶ 46:55 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings

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