Screaming in the Cloud cover image

The New Cloud War with Martin Casado

Screaming in the Cloud

00:00

Is There a Macro Downturn?

I think that this macro downturn really kind of makes the problem more acute. And I also think there's just a need trick reaction to these big macro shifts. If you're an infrastructure provider, a very reasonable thing to do is to build your own infrastructure. You can still use somebody's infrastructure that's built for at a better cost point. We're going to see basically almost the delamination of the cloud into these verticalized clouds. There's also a question of scale where if you're starting out in the evening tonight, I want to build excel as a service or something.

Play episode at 08:34
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