
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
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Cloud Vendors Are Just Commodity Providers
I feel like what before I get to the point that you're making Erica, I just wanted to say that cannibalization in favor of our higher margin service, anybody will take that game. So by no means am I saying that cloud vendors are a bunch of commodity providers, but let's also remember there's really just like three cloud vendors here. When you have three competitions, it's not going to be super fierce. This is a nice place to be.
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