a16z Live

a16z Infra #6: The Cost of Cloud vs. Repatriation

Jul 27, 2021

58:32

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Highlights

AI Chapters

Episode notes

The Talent Question Is a Complex One

02:21

Cloud Computing

02:21

Cloud Is Great

02:38

Introduction

3min

Cloud Is the Great Substrait

4min

Cloud Is Great

3min

The Impact of Market Cap on Sass Companies

5min

Is It Worth It?

2min

Is It a Good Idea to Repatriate a Portion of the Workload?

3min

Cloud Computing

2min

How to Make a Profitable Cloud Platform for a Consumer Electronics Company?

5min

Is It a Single Cloud Vender With a Single Set of Apis and Infro Structurars?

4min

10.

The Clouds Can Do Better Than You Can

2min

11.

Do the Big Three Have a Monopoly on the Talent?

5min

12.

The Talent Question Is a Complex One

2min

13.

The Choices That You Can Make Now With Technology

3min

14.

The Cost of Unwinding the Wor Clotes on a W S

4min

15.

Cloud Architecture

4min

16.

Doctor Reddy's for the Cloud?

2min

17.

Don't Use a W S

6min

This conversation centers on the arguments and findings of the a16z piece The Cost of Cloud, a Trillion Dollar Paradox.

The Core Findings of The Cost of Cloud piece [5:22]
Cloud is a significant part of COGS for public SaaS companies [8:38]
Should you allocate engineers to reduce cloud cost or just focus on growth? [12:06]
How much of a problem is not knowing cloud spend? [15:56]
The tradeoff between focusing cost and engineering resources [19:33]
Should large public SaaS companies repatriate? [23:41]
Performance matters -- it's not all about cost [31:55]
Is all the talent for running data centers at the Google, AWS, and Azure? [37:46]
Will the cloud feature set become commoditized? [44:57]
Cloud oligopoly and market dynamics [50:39]

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