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Cloud and Software Economics

The Cloudcast

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The Growth of the Cloud Market

AWS announced their numbers. One of the really interesting things about their numbers this last quarter, couple of things back to growing again,. sort of beat their numbers. So somewhat slowing growth overall, which we've said for a long time is gonna happen. You can't grow it 80, 90% forever. Now, it'll be interesting to see whether or not we hear those same sort of things from the other cloud vendors. It was interesting to see some of the AI companies start to say, hey, they could get to things like AGI within a couple of years now.

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