Cloud

“One, they're not a cloud company. They're just not, it's just not their DNA. They don't know how to do cloud.”

“Like, this is not an or thing. It's an and thing, right? Like, this is an and thing. Frontier's gonna work really well. Like, N minus one models are gonna work really well. Open source is gonna work really well. There's gonna be a bunch of application companie…”

“Like, you know, the most recent example is we had Cloud rebuild our whole website off of Webflow and just deployed on Vercel.”

“We think about two brains, right? It's my simplified version of telling the stories. There's two brains. There's the brain that controls the physicality of the robot, which is what Boston Dynamics is known for. You know, the dynamic movement, reliability, the …”

“The premise for the company, which was let's bring Dev and Ops together into one platform was actually completely central to the explosion of the cloud. And we also completely underestimated the explosion of the cloud with, oh, that's interesting. There's this…”

“Look, repatriation of infrastructure into on-prem is definitely happening, right? You saw this big shift. Everybody's got a cloud called cloud, you know, everything's in the cloud, and 20 years later, you still have companies just starting the migration to the…”

“Soon AI will not be in the cloud, you know. No, it will be local, on your local computer, a small little computer, it will be as powerful as what's now in the cloud, but you won't have to connect it to the internet”

“You know, we just said cloud, you know, maybe cloud's eight hundred billion. This might be, you know, we now think three to five, but there's higher risk, higher reward.”

“Over the past year, You've seen people use the models, trust them more, and now everyone's backing away from that language, but there's still a lot of reservations now around using anything AI in the cloud, and so still demands for, no, we want this running in…”

“Our payback period when we go to metal if we rent it in the cloud, our payback period is about three months.”

“Almost all of the robot evaluation that we run at Pi today, including the really Complicated demo that we have shown making coffee, folding laundry, mobile robots navigating around. The model actually hosted in the cloud.”

“We just happened to ask the question, how many cybersecurity platforms have been created for the cloud in the last five years? And the answer is like, 1300. And then we said, how many have been created for the SMB in the last five years? And the answer was zer…”

“The goal right now, I think for a lot of people, it's like sub-fifty millisecond response, and so you want to reduce latency everywhere, so you start doing your inferencing and decision making, like, locally, very locally, on the ground, like, at the site leve…”

“A lot of people write me like, hey, how, how come Cloud is taking up 10 gigabytes? I could say on that point, it's not actually taking up 10 gigabytes. It's just like a way that Mac OS displays bytes is like wrong, but the way we actually write it to disk is b…”

“The cloud was only recently made legal in Florida as recently as twenty-twenty-two. So if you were a law enforcement agency, you could not host your data in the cloud until 2022. Maryland was 2023.”

“So it seems quite likely that all of that will settle out at some point with some kind of oligopoly, where like the laws of gravity and the laws of financial gravity kick in, and while this is the amount of money that the revenue that you can get, and this is …”

“It's still only sort of a third of enterprise workflows. So it takes a long time to re-platform.”

“If you've got a piece of software, all you're really doing is wrapping up SQL and putting a car logo on it instead of a bike logo on it so that it's car software instead of bike software, then yeah, you're screwed. That's what happened with cloud too.”

“This is a disruptive innovation, this is not a sustaining innovation like mobile or cloud. The AI version of, you know, X, Y, or Z SaaS company will not be like the mobile version of that SaaS company.”

“David wrote this great article about like getting off the cloud. It's going to save us something like ten million bucks and whatever it is.”

“It's the only bank, if you look at a massive scale, that doesn't run on mainframes. It's actually on cloud.”

“We're only about 14% penetrated on the AIS curve for infrastructure. Within the cloud, it's only three or four percent.”

“GPUs, as you know, are still not elastic. In fact, they're often, you know, availability itself is, can be a challenge.”

“I'm of the belief that 50% of your inference and your queries will be on device. They will not be on device going to the cloud. They will be on device. Locally hosted on models that are either etched into the silicon or using flash memory.”

“The advancements of SAS and cloud are Tiny compared to the advancements of what AI is going to do”

“Overall, it is going to be true that there is a real marginal cost to software this time around. It was there in the cloud era too. When we were doing, you know, CD-ROMs, there wasn't much of a marginal cost. You know, with the cloud, there was. And this time …”

“By 2005, other than the fact that our resources were in the cloud versus, you know, you had to go to a data center. In our case, we actually still went to the data center. Like, not that much about the company building process was different. Today, in 25, ever…”

“I think it's going to look like what we saw in something like SAS or cloud, which is the incumbents get bigger, but then there's all of these new categories that we would not have been able to predict. And then there's lots of 10 and 20 and fifty and one hundr…”

“For the first time, every CEO in every industry in every country is thinking about what do I do with this technology? Never happened before. Cloud wasn't like that. Certainly PCs weren't like that. Internet wasn't like that.”

“We've moved our markets to cloud.”

“We're not going back. The AI is so much bigger than cloud and so different. And unless the LP is cut off the valve it's, We're not going back to the old venture.”

“Oligopoly. This is how the cloud, well, this is how the cloud played. I think probably the best analog we have is the cloud, right?”

“AI is going to take over the enterprise. We know this is going to happen, and it needs to happen to us faster than it happens to our competitors, which is a totally different dynamic than we saw with cloud.”

“Some people would argue like, well, AI is sort of like a similar kind of shift from like on-prem to cloud. And I probably don't agree. I think it's actually probably more centralizing as a technology”

“And the world was moving away from that, not from those addresses, but from writing your policy and describing how you wanted your environment to live and how you wanted to protect it. People were moving into the same thing that they do in cloud, which is you …”

“I think there's a big thing happening here. I really do. I think the agentic notion is, is a huge move forward, you know, as big or bigger than, say, cloud.”

“And actually in so in entrepreneurial world, like we saw this with Databricks, where like they had a very clear vision of what they were going to be. And the audience wanted it on premise and they refused to do it because it was so contrary to their vision. Bu…”

“This is the most compressed tech cycle that we've ever experienced. Right. It's all in the order of weeks and months versus years and decades. If you think about like mobile and cloud and internet, and there's just like so much happening the intelligence overh…”

“So I think this is fundamentally different. And if you compare it to cloud, for example, adoption was fairly slow in the beginning, right? Kind of gradually, then suddenly. Here, I think the difference is that there's this broad-based consensus that Failure to…”

“And that's going to need to get sorted out in the next couple of quarters, because if Western governments basically say to the clouds, hey, you need to KYC your customers so that it's not somebody distilling the best of our models into a place we don't agree w…”

“We definitely see it getting north of 50%.”

“On Novo Nordisk used to take, I think it was something like 15 weeks to do their clinical trial reports, and now they use cloud and get it done in 20 minutes, and like, that's a step change.”

“What they found is, as a reaction to, like, the close like, of the existence of closed models, like OpenAI or Cloud GPT or Cloud a lot of content owners have blanket blocked any type of crawling to their website.”

“It just, like, it just disappears. You don't think about it anymore. You know, when's the last time you did autocorrect? You know, you don't, you just, it just happens. When's the last time you used the cloud? Like it just happens. And so that's sort of the ba…”

“But I do think, and I actually think that at a minimum I think that, that percentage could flip, and it could be eighty-twenty versus 28 where it is today, or even less.”

“And I think everyone should be deploying them. Every company should have them. It is a superpower. It's like, I can't, you know, it's like a feeling of almost like cloud, like, oh, I don't need a whole data center team now.”

“And so the enterprise, there were really, in early 2017, this might be surprising to some people, is there really weren't any production applications in the cloud for the enterprise.”

“We feel like everything is in the cloud, but in reality, by estimation, only like 20%, 15 to 20% of the infra today is in cloud.”

“It's the fastest any tech has ever improved. I think. Yeah. Certainly faster than processors, certainly faster than the cloud.”

“So Cohere has had a long time focus on, on-prem as well, because for a lot of regulated industries, like finance and healthcare, a lot of that data doesn't actually go on the cloud.”

“I don't think we are probably beyond 30, 35% adoption of even cloud in the world.”

“You have just the basics, but then when it comes to, like, ChatGPT or GPT Instruct or Cloud, No one published the details there. And so we had to reinvent the wheel there in a very short amount of time.”

“It's probably a 3040 year wave that they get to keep riding.”

“We did a study that I sponsored back in, I'd say maybe about 10 years ago or so, looking at the efficiency of the cloud versus on-prem and it was like 95% or 93% more, more efficient to run your applications in the cloud because you don't have as many wasted a…”

“So now what you see is AI coming along and that's like a completely new application and it's a massive application. So now that's just stacking on top of this other transition of, as things move from enterprise Into the cloud. And now your stack on top of that…”

“We saved like four hundred million in three years by not going to the cloud. We built our own data centers. It's a little painful. We had some down times. We got some flack for it, but like it was the right decision in the end. We scale so much data. This numb…”

“Think we're running on like six or seven different clouds right now.”

“The third wave is autonomous application with AI, that's gonna dwarf everything, that it's gonna be like a much bigger than cloud, because it touches into payroll, right? It comes from a different budget. We're not quite there right, but think about if you go …”

“I think people have this sense of the cloud as really being this sort of ethereal thing, and applications can just move around, and if one data center goes down, then, well, you can just move everything to another data center. That's not really how it works. W…”

“The emergence of, ah, not just the cloud, but also the API economy, the extreme ease with which you can build interoperable products, was basically taking the world into this massive unbundling cycle, where you used to buy this one kind of monolithic solution …”