cloud computing

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Oct 29, 2025 by Eric Kelleher · across every show →

Everything said about cloud computing, oldest first

Oct 29, 2025 bullish
Opinion
Kelleher: AI Feels Bigger Than the Internet and Cloud Shifts
“It feels bigger than the introduction of the internet. It feels bigger than the shift to cloud. It is, we expect it to fundamentally transform how businesses operate and how humans operate.”
Eric Kelleher Oct 29, 2025 ▶ 14:38 AI Agents: Hype or Hope
Dec 18, 2025 neutral
Prediction Not checkable as stated
Altman: Dedicated AI platforms will exist alongside traditional web clouds
“My guess is that people will continue to have their Call it web cloud. And then I think there will be this other thing where like a company will be like, I need an AI platform for everything that I want to do internally that service I want to offer, whatever. …”
Sam Altman Dec 18, 2025 ▶ 50:02 Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
Jan 20, 2026
Insight
Amon: Real-time contextual AI cannot run entirely in the cloud
“You cannot do everything on the cloud because of also latency. It is not going to be useful for you. If I go back to when you asked me to describe the experience, if you and I are walking together in the street, and I'm gonna say, hey, who's this person? And y…”
Cristiano Amon Jan 20, 2026 ▶ 26:29 Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
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