cloud
4 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Jan 30, 2026 by Pedro Franceschi · across every show →
Everything said about cloud, oldest first
Jan 30, 2026 positive
Jun 1, 2026
Feig: Enterprise trust in AI models is rising despite cloud multi-tenancy reservations
“Over the past year, You've seen people use the models, trust them more, and now everyone's backing away from that language, but there's still a lot of reservations now around using anything AI in the cloud, and so still demands for, no, we want this running in…”
Jul 17, 2026 bullish
Liang: Infrastructure repatriation to on-premises is actively occurring across enterprises
“Look, repatriation of infrastructure into on-prem is definitely happening, right? You saw this big shift. Everybody's got a cloud called cloud, you know, everything's in the cloud, and 20 years later, you still have companies just starting the migration to the…”