Every week I’ll provide updates on the latest trends in cloud software companies.
“Foundation Models Are to AI what S3 was to the Public Cloud”
💯
At this stage it looks like…
OpenAI is AWS
Meta will be Azure
Anthropic will be GCP
….the rest will become niche players like DigitalOcean & Heroku were when cloud played out
My best read of the day! Very astute perspective on AI LLMs and how they could germinate larger, more profitable business use cases. Thanks Jamin!
“Foundation Models Are to AI what S3 was to the Public Cloud”
💯
At this stage it looks like…
OpenAI is AWS
Meta will be Azure
Anthropic will be GCP
….the rest will become niche players like DigitalOcean & Heroku were when cloud played out
My best read of the day! Very astute perspective on AI LLMs and how they could germinate larger, more profitable business use cases. Thanks Jamin!