
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
All-In with Chamath, Jason, Sacks & Friedberg
Cloud Computing Rebound
This chapter examines the recent revitalization in the cloud computing sector, particularly focusing on major players like AWS, Azure, and Google Cloud, as they report improved annual recurring revenue. It analyzes the shift in business expectations from negative growth to positive surprises in Q4, alongside the rising confidence in the SaaS market. Additionally, the chapter discusses how companies are adapting to market conditions, including the trend of startups creating their own software solutions to navigate cost pressures.
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