99 min listen
Shifting Power Dynamics in AI-Focused Cloud
FromGreymatter
ratings:
Length:
12 minutes
Released:
May 16, 2024
Format:
Podcast episode
Description
Audio version of the essay "The Big 4 Era: Shifting Power Dynamics in the AI-Focused Cloud" written by Greylock partners Jason Risch and Jerry Chen (read by Greylock head of editorial Heather Mack).
It’s never been harder to compete with the Big 3 cloud providers. As the AI revolution has shifted NVIDIA into the central power broker of the tech ecosystem, AWS, Azure, and GCP have rushed to build their AI edge. In this “Big 4” era, What’s left for startups?
At Greylock, we see ample opportunities in developer tools, infrastructure, agents, apps, security, codegen, and robotics. These observations our based on our daily work, as well as our ongoing data collection and analysis for our Castles in the Cloud project. This essay outlines those areas of opportunity, as well as those that are better suited for incumbents. You can read the essay at greylock.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices
It’s never been harder to compete with the Big 3 cloud providers. As the AI revolution has shifted NVIDIA into the central power broker of the tech ecosystem, AWS, Azure, and GCP have rushed to build their AI edge. In this “Big 4” era, What’s left for startups?
At Greylock, we see ample opportunities in developer tools, infrastructure, agents, apps, security, codegen, and robotics. These observations our based on our daily work, as well as our ongoing data collection and analysis for our Castles in the Cloud project. This essay outlines those areas of opportunity, as well as those that are better suited for incumbents. You can read the essay at greylock.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
May 16, 2024
Format:
Podcast episode
Titles in the series (100)
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