Insight certainty 4/5 debate potential 2/5

Cloud Infra Startups Must Capture the Entire Hobbyist-to-Enterprise Spectrum

Erik Bernhardsson · Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal · Feb 19, 2024 · at 36:06

Erik Bernhardsson, founder and CEO of Modal, discusses why Platform-as-a-Service companies historically faced retention issues and how modern cloud infrastructure companies survive.

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“The only way to do, to build infrastructure to build a successful infrastructure company in the long run in, in, in the cloud today is, You have to appeal to the entire spectrum, right? Or at least like the enterprise, like you have to capture the enterprise market. And, ah, but the truly good companies capture the whole spectrum, right? Like I think of companies like, I don't like Datadog or Mongo or something like that where like, they both captured like the hobbyists like, and acquire them, but also like, you know, have very large enterprise customers.”

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