Cloud Ventures | Cloud Deals & FinOps ☁️
@cloudventures_
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Sharing what the Cloud Providers don't want you to know. Tips on negotiating your cloud deal & optimizing your environment. Also post the best cloud memes 🤝
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Joined January 2024
Cloud Providers in 2020 vs. Today:
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E-commerce transactions might be one of the more unconventional business model for OpenAI. But it's a massive TAM just like search and 1% share is a lot of revenue
Unclear whether or not companies actually pursue this route. If so, they may get creative with their business models. Sam Altman said in a recent interview that he wasn't too interested in ads: . The kind of thing I’d be much more excited to try than traditional ads is a lot of.
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I tried to tell em
Don’t like to talk about crypto here, but if you’ve held $ETH through the pain of the past two years, your time has finally come. BTC 📉.ETH 📈. ETH to 1 Trillion Market Cap.Altseason before EOY
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It's funny that Microsoft actually started out as a consumer business (in Windows OS and PCs) and was never in the enterprise segment. They only fell into the enterprise business once they built out the enterprise-grade productivity apps.
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Don’t like to talk about crypto here, but if you’ve held $ETH through the pain of the past two years, your time has finally come. BTC 📉.ETH 📈. ETH to 1 Trillion Market Cap.Altseason before EOY
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It would be cool to see Cloud provider stats on how much revenue is spent by mistake. Said another way, how much more revenue would AWS have if customers didn't make technical optimizations.
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Advice for those trying to grow an account (which has worked so far for me). 1.) Don't try to hit a certain number of replies per day.2.) Be thoughtful in what actual value you're adding (For the love of god, do NOT ask @grok anything in the replies).3.) 1 quality reply > 10.
My framework for replies: If I don't think of something immediately to say, I don't say anything at all. Many of my replies end up becoming future ideas for content I want to write about. Have seen many large accounts do the same; It's one of the competitive advantages that keeps.
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For someone who hasn't lived through this entire timeline, I continue to be a nerd for this history
Is it just me or is the era of cloud computing the most revolutionary thing in the world?. The fact that almost every critical application we use today is served from a datacenter just blows my mind.
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There is a need for an AI influencer that does honest in-depth real-use review of new models. Instead of the “this is insane, 10 ways how kimi k2 is changing the world.” Maybe they exist?.
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You know an account hits bangers when they've got an anime or cartoon pfp and 10k+ followers.
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Who would have thought the DoD would be the most product-agnostic and earliest adopter of AI
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This is the exact reason I moved to a customer-facing role. If you can tie your work to revenue, (i.e., closed deals) you have a longer runway than 90% of others.
Even after 4 years of layoffs, tech is still so bloated. Management could use these rules to delete 30% of roles with no negative impact:.- Every role must have a measurable customer impact .- Every manager needs 6+ direct reports.- Roles can’t be redundant across departments.
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Azure, AWS, and GCP can’t do every single migration and deployment for every single customer. This is where partners, consultants, and services businesses fill the need and gaps where it makes sense.
So many enterprises want to adopt AI but don't have the technical talent to build it into the enterprise. The next wave of headcount growth within the enterprise will be for cloud engineers and architects.
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There’s not enough talent in the world right now to onboard AI in the enterprise. So it should be a no brainer for OpenAI.
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The value is in ensuring the company lands a successful implementation of Enterprise AI. Fine-tuned models > General LLMs.
There's an entire partner ecosystem that supports the cloud providers to both enable and build-out enterprise-grade solutions. If all companies had the talent, they'd do it internally. But they don't. There's a reason the large SI's (Accenture, Capgemini, Cognizant) will always.
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Get this shitty AI slop out of my fucking feed. You don’t hate LinkedIn enough. Mindless numbnuts loving and reposting this. The entire wave of cloud created multi-billion dollar services businesses
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Quite the weekend for whichever investment banking analyst is finally getting their well-rested nap.
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Feels like we're watching a real-life episode of Punk'd.
Cognition has signed a definitive agreement to acquire Windsurf. The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team. We are also honoring
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Glad that I am validated by the great Corey Quinn. @QuinnyPig
@JustJake I think people are underestimating their skill in provisioning and negotiating great terms from AWS. 88% Gross Margin is unheard of. Means their Cloud costs are 5-7% of revenue which would easily put them in the top decile of SaaS companies.
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