cloud
5 statements across 5 episodes · 3 bullish · 0 bearish · 5 people on the record · first statement Mar 14, 2021 by Byron Deeter · across every show →
Everything said about cloud, oldest first
Mar 14, 2021 bullish
Oct 14, 2021
Robinson: Cloud category leaders typically capture two-thirds of market share
“Typically in a category leader in the cloud, you're going to amass somewhere around 66% or two-thirds of the market share, but scale is also defined by executing a product strategy that allows you to set the pace of innovation, not just for yourself and your c…”
Aug 25, 2022 bullish
Lemkin: Cloud startups should accelerate moving upmarket to enterprise
“So much of the money is going into bigger enterprises today in cloud that it's a good conservative bet to go to accelerate that six or nine months in your product roadmap. Go a little more enterprise now where there's less sensitivity, less volatility.”
Dec 2, 2022
Jun 13, 2024 bullish
Bendov: Autonomous AI Will Dwarf Cloud by Capturing Payroll Budgets
“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 …”