VCs vs. the Cloud

VCs used to love the public cloud because it disrupted old guard vendors. Now the cloud is keeping more of the profits and the VCs are starting to fight back. 

SHOW: 656

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

• Datadog Kubernetes Solution: Maximum Visibility into Container Environments
• Start monitoring the health and performance of your container environment with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.
• CloudZero - Cloud Cost Intelligence for Engineering Teams
• CDN77 - CDN Focused on VOD and Security
• CDN77 - ask for a free trial with no duration or traffic limits. 

SHOW NOTES:

• Cost of Cloud Paradox (a16z) 
• Repatriation and Cloud Cost Management (Eps.520)
• Leading VCs to commit $1.25B to startups building on Cloudflare Workers

VCs USED TO LOVE THE CLOUD

In the old days, the first $50M of VC funding went to Cisco, EMC, Sun and Oracle. And then the public cloud came along, and that shifted to the first $5M going to AWS. 

NOW VCs ARE ACTIVELY FIGHTING AGAINST THE MONSTER THEY HELPED CREATE

• VCs are learning that bandwidth costs never come down
• VCs would like to get more of the profits, which are going to AWS
• Now VCs are putting their money behind other clouds
• Is this a trend that will continue? 

FEEDBACK?

• Email: show at the cloudcast dot net
• Twitter: @thecloudcastnet

FEEDBACK?

• Email: show @ the enterprise ai show dot come
• Bluesky: @TheEntAIShow.bsky.social
• Twitter/X: @TheEntAIShow
• Instagram: @TheEntAIShow