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a16z Infra #6: The Cost of Cloud vs. Repatriation
MP3•Episode home
Manage episode 298454828 series 2868146
Content provided by a16z and Andreessen Horowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by a16z and Andreessen Horowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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]
Follow the a16z Club to join conversations with tech founders, builders, and leaders live and in-full.
125 episodes
MP3•Episode home
Manage episode 298454828 series 2868146
Content provided by a16z and Andreessen Horowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by a16z and Andreessen Horowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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]
Follow the a16z Club to join conversations with tech founders, builders, and leaders live and in-full.
125 episodes
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