Cloud Hyperscalers
topic on 4 shows · 4 statements across 4 episodes
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4 statements about Cloud Hyperscalers, every show
Evans: Applications Captured Most Cloud Value, Not Hyperscalers
“Because that's kind of what happened with cloud. For example, there's only three hyperscalers, but, and yet like most of the applications are built by other people and most of the value is captured by people who run on AWS.”
Amin: Humain will be a compelling alternative to cloud hyperscalers
“I see in certain areas great partnerships, and in certain other areas, I think that we will be a compelling alternative, but it doesn't mean that we don't partner.”
Ng: The biggest AI economic opportunities must be at the application layer
“And even though a lot of the PR excitement and hype has been on these technology layers, it turns out that almost by definition, the biggest opportunities have to be at the application layer. Because we actually need the applications to generate even more reve…”
Levie: Cloud hyperscalers do not need high margins on AI itself
“Ultimately, like if you're a hyperscaler in the cloud, what you really want is all of our workloads.
You just want us to build our full application on your tech stack.
So
You're not really trying to make that much margin on the AI itself.
You actually want, li…”