Cloud Vendors

topic on 5 shows · 8 statements across 7 episodes

the Neon Show Top Founders the MAD Podcast the a16z Podcast All-In

8 statements about Cloud Vendors, every show

NEON SHOW Insight
Kumar: Cloud Durability Guarantees Do Not Protect Against Accidental Data Deletion
“The cloud vendor is making sure that I have 11 nines of durability. That's awesome. But that doesn't prevent from a deletion happening. Because if I ask a cloud vendor to delete something, guess what? The cloud vendor will delete it. Because you asked me to de…”
Poojan Kumar May 10, 2026 ▶ 23:50 How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
ALL-IN Insight
Palihapitiya: Lack of cloud security will constrain growth for cloud vendors
“The fact that they're willing to pay such a premium means a, the product is good, but more importantly, B in the absence of cloud security, these cloud vendors are going to be constrained in the, in how fast they can grow.”
Chamath Palihapitiya Jul 19, 2024 ▶ 1:08:43 Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
MAD Prediction Not checkable as stated
Turck predicts AI value will be captured at the application layer
“It feels like a lot of the value is actually going to be captured and retained through that application layer in, in a way that is maybe not entirely different from the cloud vendors.”
Matt Turck Apr 26, 2024 ▶ 15:14 Navigating the AI Landscape: A Survival Guide | 2024 MAD Landscape with Matt Turck and Aman Kabeer
ALL-IN Opinion
Chamath: Cloud vendor lock-in comes from developer and engineering services
“The lock-in comes from the developer services that they provide, so both Amazon and Google, and I'm assuming Azure as well, We'll give you access to incredibly talented engineers who will help you build production code.”
Chamath Palihapitiya Apr 12, 2024 ▶ 16:32 E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
a16z Prediction Not checkable as stated
Stanek: European data balkanization will create severe challenges for cloud vendors
“Instead of putting one data center for, you know, My, all, all audience, you know, user base, we need to build multiple data centers, and that kind of fragmentation and balkanization of data will continue, and that's going to be more and more difficult for clo…”
Roman Stanek Jan 2, 2019 ▶ 28:34 a16z Podcast | Making the Most of the Data That Matters
a16z Insight
Andreessen: Cloud vendors are more secure than most internal enterprise IT
“I think a lot of CI is becoming increasingly aware especially at companies that haven't mounted a first class effort in staffing and funding for security, that it's highly likely that the cloud vendor is more secure than they are.”
Marc Andreessen Jan 2, 2019 ▶ 10:31 a16z Podcast | Security's Painful Prominence and Why There is No Turning Back
TOP FOUNDERS Assertion Supported
Brescia: Bitnami packages over 140 apps across 14 platforms
“So we package over a 140 different apps for 14 different platforms, and the way we currently make money is by selling to, ah, the cloud vendors themselves.”
Erica Brescia Apr 1, 2018 ▶ 1:45 981 The Problem With 100% MarketShare
TOP FOUNDERS Assertion Not publicly verifiable
Brescia: Bitnami patched Heartbleed faster than major cloud vendors in some cases
“In fact, some cases we were faster at republishing our images than the cloud vendors were at rebuilding their own.”
Erica Brescia Apr 1, 2018 ▶ 9:34 981 The Problem With 100% MarketShare

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