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Yet Another Infra Podcast - Episode 2 - Vitaly Gordon, Erik Bernhardsson, Anu Sharma, Alex Clemmer, and Timothy Chen explore dynamics of the software cloud industry: dealing with perverse incentives of cloud providers, and more.
Yet Another Infra Podcast
Cloud Vendors - Is There a Disadvantage?
There's some form of cannibalization going on there and cannibalization is part, right? So that is the factor that disadvantages cloud vendors. I think there are many reasons why we should over time expect more and more winners to not be the cloud vendors in the second layer just like we see with self like.
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