Join Jamin Ball, Vitaly Gordon, Steve Kamman, and Alex Clemmer in a conversation about the potential for a fourth public cloud provider, the structural constraints of investing in the current market, the bar for future investments, and more. Follow them on Twitter:Vitaly Gordon - @vitalygordonSteve Kamman — @SteveKammanAlex Clemmer - @hausdorff_spaceJamin Ball — @jaminball