cloud provider
also referred to as: cloud providers
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 12, 2024 by Ankush Sachdeva · across every show →
Everything said about cloud provider, oldest first
Jan 12, 2024
Sachdeva: Social platforms spend $1 per DAU annually on server costs
“It takes about one dollar or 80 rupees per DAU per year just to serve the audience. So when you're serving the audience, they're essentially coming to share chat, fetching a feed, consuming videos, commenting, whatever, right? Whatever activity they're doing. …”
Nov 12, 2025 bearish
Aggarwal: Major cloud providers will never build cross-stack autonomous infrastructure solutions
“They probably won't because they'll stick to their own stack. And they'll always get limited to what they can do for their stack. They will never do a cross stack. Plus they will never go downstream to solve the problem.”