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cloud vendors

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 12, 2024 by Chamath Palihapitiya · across every show →

Everything said about cloud vendors, oldest first

Apr 12, 2024 neutral
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
Jul 19, 2024
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
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