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The State of the Cloud in 2023 with Shawn Wang

Chit Chat Stocks

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Is There Anything That Generalists Misunderstand About the Cloud?

AWS has carved out niche for themselves as providers of warehousing, and particularly all the services that come with warehousing, including compute. Do not underestimate the change in the way that people are using cloud within the cloud category itself, because there's very huge structural changes in how that works. The role of data is something that I would particularly call out as well, like the who's winning and falling behind in the data engineering space.

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