Cloud Spend

topic on 2 shows · 2 statements across 2 episodes

the Neon Show 20VC

2 statements about Cloud Spend, every show

NEON SHOW Prediction Open · timeframe Mar 2031
Agarwal: AI operational spend will surpass traditional cloud DevOps spend
“So will AI spend surpass cloud spend? I a hundred percent believe that, which means that the AI ops spend surpasses DevOps spend. It's bound to happen.”
Rohit Agarwal Mar 19, 2026 ▶ 16:21 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
20VC Assertion Partly supported
Grimshaw: Cloud spend grew from $10B to $400B between 2012 and 2022
“If you go and look, call it 2012 to like 2022 ish timeframe, cloud spend went from like ten billion to three, four hundred billion.”
Miles Grimshaw Sep 18, 2023 ▶ 4:23 Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings

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