Cloud Computing

“Cloud did not scale anywhere close to as quick as what's happening right now.”

“And I think they view it probably as more of an opportunity than they did the cloud in terms of the potential impact on their business. I think they probably view it more as a threat than they did the cloud.”

“One prediction that I think that I'll see with, that you'll see with AI is, You're seeing a lot of spend happening, and it needs to, you know, both with the model development and also just with customers adoption, they're spending and they're using a lot of to…”

“It seems like the labs will Turn into sort of new hyperscalers. There will be you know, increased competition, but still very, very good businesses a la cloud.”

“That the technology for the gaming industry has to move to cloud vertically integrated and asset management can't just ship on a DVD or be a giant download.”

“It's about twice as expensive to do that running, you know, the latest large AI models in the cloud versus at the edge.”

“You cannot do everything on the cloud because of also latency. It is not going to be useful for you. If I go back to when you asked me to describe the experience, if you and I are walking together in the street, and I'm gonna say, hey, who's this person? And y…”

“I think everything we've seen over the last 30 years of technology, from the PC revolution, To cloud computing, to the internet, mobile, all of that is going to be dwarfed in comparison to the impact that AI is going to have on society.”

“We have another five Maybe even 10 years to go on this, and it's still growing.”

“My guess is that people will continue to have their Call it web cloud. And then I think there will be this other thing where like a company will be like, I need an AI platform for everything that I want to do internally that service I want to offer, whatever. …”

“I think the market structure will end up sort of like cloud for the models where, you know, cloud costs for the average end customer are fine. And, you know, cloud's an oligopoly and they make high profits. I think the model companies, you know, that serve API…”

“It feels bigger than the introduction of the internet. It feels bigger than the shift to cloud. It is, we expect it to fundamentally transform how businesses operate and how humans operate.”

“From the perspective of, say, five or 10 years from now, the people selling cloud computing to the people who own the models will probably not make as much money as the people who own the models.”

“So what's really interesting is I think the level of buy-in you have now in the enterprise is like five times, you know, greater than we had in the early days of cloud.”

“We're at the precipice of the greatest moment in the history of enterprise software and of cloud computing.”

“The difference is the energy is very different where I think most companies I meet with and happen to be in New York and meeting lots of banks. The energy is like absolutely in the category of how many use cases can I apply this to? How do I start to lean in m…”

“And I actually think of it as, you know, just like in cloud computing, you'll end up with a price performance quality trade off and for any given engineering talents, they'll have a different answer and that's appropriate.”

“So for instance, if you think about NUC-SIP, which is the North American Electric Reliability Corporations Critical Infrastructure Protection standard, there is a perception that what NUC-SIP does is prevent you from doing anything in the cloud. It's not the c…”

“But I think the blockchain is a paradigm shift. I mean, there is the mobile computing paradigm shift. There was the cloud computing paradigm shift. I think the blockchain is a new paradigm shift.”

“All these kind of basic procurement, IT procurement questions, which are why IT, why cloud is still only sort of 30% of enterprise workflows.”

“Now that we're at a hundred billion run rate you look at, you still go out there, and I think, 85% of workloads are still running on-prem today, by most estimation, somewhere in that range, you know, pick your number, whether it's 80 to 90, whatever it is, lik…”

“The next frontier isn't more cloud, isn't more screen. It's something else. It's in the physical world. It's Big concerts. It's big. It's connecting with other people. It's taking care of your body. It's health.”

“Can I take a on-prem architecture, data center architecture and really retrofit it to the cloud? Not really.”

“I, you know, get the fortune of talking to, I don't know, you know, dozens of CIOs a month. And there's nobody that is sort of like done with their cloud journey. There's nobody even at 90%. And this is across every, every sector of the economy. So we're still…”

“But I also agree with Scott that I think it's going to go much faster than moving to cloud. It wasn't really possible. I know we actually were on-prem companies that old. It wasn't possible to just also be on the cloud and try a little bit. It was incredibly h…”

“And so I think this will go in the same direction. And like you'll, you'll have very clear guidelines around how the companies use the data for model training and it's off limits and so on. And sort of that trust will be overcome.”

“To me, GPT and other models is like a base layer of capability, like cloud computing that a lot of companies, if not all companies will plug into to some degree. And there'll be another layer of technologies that help you get the most out of it. Langchain's a …”

“People forget, but in 2011, 2012, the cloud was not viewed favorably. And the reason for that is it was more costly, it was less performant, and it was viewed as less secure than running, computing your own data center.”

“Observation that whereas cloud computing started in hyperscale, which is about taking commodity components, a lot of users, and virtualizing many users on top of one computer, AI is really about distributed computing where one job, one training job is orchestr…”

“I think with Gen AI, we're gonna see more and more use cases get you know, get powered by AI, right? And it's gonna attack all these different functions, industries, et cetera piece by piece, and so the total amount of disruption in that is, I think, just a lo…”

“50% of our clients have failed efforts that Going to the cloud, implementing new ERP, implementing new platforms.”

“So I think in the same way that cloud computing allowed solo entrepreneurs to pop up, the Vercel Supabase different things like that are allowing one engineer to run an entire, very complicated system.”

“The kind of creative energy around generative machine learning sort of comes from the fact that, like, you've got all the stat ready, so you're basically free-riding on top of, not free-riding, but you're sitting on top of cloud, the web, broadband networks, f…”

“And it's only the advent of the internet with cloud computing with, you know, super low cost to start a company that there has been this wave of very young founders creating these consumer internet companies, but That's actually a blip in history.”

“The cloud all runs on PCs, and like, all backend is on mainframes, and everyone's like, so there's always much fuzzier than in that kind of great schematic In that great scheme. The scheme, I suppose, the point is the scheme is conceptually useful for trying t…”

“If you're not automated in how you operate in the cloud, you're not even going to be able to compete in today's market.”

“The whole market clap of the cloud is less than a trillion dollars. So it's one-tenth of gold. Amazon's cloud, Google's cloud, Alibaba's cloud, take their cloud earnings, put a market cap. This is rough, rough math, but it's not eight trillion. And so that gro…”

“Whatever rich prices we're paying today, We will get rewarded many times over if we pick the winners and hold onto them long term, and so we're certainly anxious as everyone else is around the multiples. They are rich, but at the end of the day, I absolutely b…”

“If we think back on 2018 alone, over ninety billion dollars of acquisition activity as the legacy vendors tried to buy their way into this space to catch up with the wave that, ah, the innovators have been leading.”

“When you go into the dot com era stuff in those chapters, you're seeing all the things like grocery delivery, like cloud computing, cloud storage, and things like that, that were always good ideas, but seemed like the most boneheaded wrong ideas at the time be…”

“Keep in mind the demographics around here. I mean, we have a tough time explaining cloud computing. I mean, you know, this is a challenge.”

“Liam Maxwell, who's the CTO of the UK government, sort of started the same kind of trend in the UK where he said, we are spending way too much money on tech and not getting the benefits. They've created their own digital service, and they're starting to put al…”

“That is like, in a sense, the ultimate reason why all of these things are working is basically because of cloud computing, the scale of the architecture of cloud computing, and the internet that brings all that data in.”

“Governments in Western Europe are basically building a series of regulations and laws that work across the grain of the way that the cloud works.”

“And I think the Internet of Things and drones and however you want to define these, this sort of range of computers that exist not so much in our pocket but out there in the world, I believe that there's going to be computing that will be fundamental to how we…”

“My whole philosophy around this is I take something that's very popular right now, cloud computing, and I say, what happens when cloud computing doesn't exist anymore? What fills that place?”

“We're trying to help you run it efficiently, but we never see a customer's actual spend go down. What happens is they run things so much more efficiently in the cloud that they move more workloads in. And so it may be more efficient, but your dollar spent, the…”

“These two shifts, the mobile computing and cloud computing shifts, Have been massive. They're interrelated. They're probably the two biggest paradigm shifts I'll see in my life, and they're giving birth to some of the most important network effect businesses a…”

“About six months ago, I started to think, well, what happens when cloud computing goes away? You know, of course, to myself, I'm like, well, it's so popular, and now how could it go away? I think it's actually happening right under our nose, and let me show yo…”

“The cloud is going to be all about learning. And that happens centrally. So I'm going to take all of this information that I have out at the edge, I'm going to connect these devices, I'll curate that information, and learning will occur centrally, and then pro…”

“We're firmly convinced this is one of those rare sort of developments in IT infrastructure. There's sort of a generational shift which has huge repercussions. I mean, this is similar to what we saw when sort of mainframes went to client server or the advent of…”

“I do think that the trend line is towards the cloud. You know, if you look at where applications are getting launched these days and where the data resides, they're not going to pull that back into the, Four walls to do their data munging, right? They're gonna…”