Shifting Power Dynamics in AI-Focused Cloud

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

You can listen to Shifting Power Dynamics in AI-Focused Cloud online on Radio and Podcast. Open the player on this page to stream the available audio.

Shifting Power Dynamics in AI-Focused Cloud is an episode from Greymatter by Greymatter by Greylock.

This episode is 12:23 long.

This episode was published on May 16, 2024.

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