Cloud Platform
topic on 2 shows · 6 statements across 4 episodes
the Official SaaStr Podcast 
the MAD Podcast
6 statements about Cloud Platform, every show
Balaban: NVIDIA is the only chip provider in every major cloud
“They're the only server provider, the only chip provider that is available in every single major cloud platform, which is a huge platform advantage.”
Cloud Platform and Partner Ecosystem Returns Take Over 18 Months
“So if you were thinking about, we're going to build a big cloud platform and build an ecosystem, start partnerships, and money will start coming out of the, out the other side in 12 months or 18 months, you're fooling yourselves.”
Eifrem: Big Tech Entry Validates Categories Unless They Fork Your Product
“When you do category creation, your high order bit is getting the word out about the entire category, right? And so, you know how all startup CEOs end up saying whenever a big company enters your space, oh, this is great validation. Well, in category creation,…”
Eifrem: Only Two Defenses Exist Against Hyperscalers Free-Riding Open Source
“And there are really only two ways that you can protect against that. And they're not mutually exclusive, but unfortunately some of them end up being hard to retrofit onto your business kind of in, in, in after you've started the company. But the first one is …”
Eifrem: Startups can partner with cloud marketing while fighting cloud product teams
“Typically this ends up being multiple groups inside of the cloud platforms, right? You might have a great relationship with the partnering team or with the marketing team, but then a vicious, you know, competitive relationship with some of the product teams, r…”
Cloud competition will drive a tenfold increase in compute efficiency
“Provided there's sufficient competition between the cloud platforms, which I think there is, where it ought to drive, you know, a tenfold increase in efficiency and Compute, I would think, and you know, corresponding cost savings”