Olivia
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Cloud Ventures | Cloud Deals & FinOps ☁️
@cloudventures_
Sharing what the Cloud Providers don't want you to know. Tips on negotiating your cloud deal & optimizing your environment. Also post the best cloud memes 🤝
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Joined January 2024
98 Following
707 Followers
4K Posts
Cloud Providers in 2020 vs. Today:
The irony of people setting New Years Resolutions to drink less only to start the year with a debilitating hangover
This is just the Cloud 2.0 and you can’t convince me otherwise
Nobody knew or thought Cloud infra would be as profitable as it is today
You only need one chart to know why the $400B in data AI capex from $meta $msft $amzn and $goog will never see a return
$1 Trillion in CAPEX for hyper-personalized slop
Claude's limits are actually dogshit
It's so clear they're trying to get profitable ASAP
We already know their AWS costs are >100% of revenue today
But at least try and disguise these weak limits
Here’s the full post
Why Microsoft & OpenAI's re-negotiation is more important than people realize
>Microsoft & OpenAI re-negotiate partnership
>Microsoft now has first right of refusal on providing OAI new capacity
>Microsoft no longer required to subsidize unlimited GPUs compute
>Stargate fills in to meet OAI demand and needs
>SoftBank steps in to fund up to $40B
>OpenAI projects losses may expand up to $20B in 2027
Microsoft just dodged the bullet of being permanently tied to OpenAI's capacity growth
They now will continue to benefit from overall partnership while outsourcing the CAPEX
It's not because Satya is now bearish on the AI Arms Race, it no longer made financial sense because this will not be a "winner take all market"
With Open Source and model competition and diversity, it's the end customers choice.
I am calling it right now, SoftBank will get caught holding the bag on trying to support OpenAI's endless compute growth
If only there was someone who tried to warn you all about this
Exclusive: Microsoft leaders worried that meeting OpenAI’s rapidly escalating compute demands could lead to overbuilding servers that might not generate a financial return. Learn more: https://t.co/H12eqTJctY
No better way to enter Halloween Season
These are starting to become an extinct species
22% Gross Margin on Inferencing, nice
OpenAI winning
Prediction was spot on. Just didn’t realize OpenAI would do it themselves vs. the consumer apps
You can now chat with apps in ChatGPT.
Bingo
@The_AI_Investor If you believe AMD can capture market share on inferencing workloads, then they’re incredibly undervalued relative to NVIDIA
(I believe they will gain share massively)
Accurate
this is how infra engineers sound to front end devs
Every company I work with I continue to see this
Maybe Dario was onto something
All I can say is from what I see in the field, companies are foaming at the mouth from the thought of being able to replace headcount with AI
Doesn’t matter the industry
The is representative of a small sample of public companies
Who knows more about AI and the threat to the industry?
Morgan Stanley or Adobe
Basically ignore this and Adobe will do fine
Morgan Stanley warns that Adobe, a 42-year-old software giant, faces severe downside risk if it fails to monetize AI quickly or if competitors leap ahead.
Adopt AI or lose everything.
Bingo
Accenture generates $90K in revenue per employee lol
@jiratickets Nothing better in life than Enterprise B2B SaaS
You will watch the slop and be happy anon
Excited to share Vibes — a new feed in the Meta AI app for short-form, AI-generated videos.
I don’t think I’ve said a truer statement
never been more obvious what the next move is gonna be
yes it’s ads
If you think OpenAI is somehow going to make it out the other end profitable, I have a bridge to sell you
The scale of the data center built today has reached unprecedented levels. Since 2010, when Azure was first commercially available, until the launch of ChatGPT in 2022, $MSFT has spent $124.2B in Total CapEx as a company (not just data center).
Today, we are talking about a single AI research company spending $MSFT's entire 12-year total CapEx in one year.
We're living in Groundhog Day
There was some quote Satya said once that Azure added more capacity in the last quarter than the first 5 years of Azure combined
The Hyperscalers are at incredible scale
people now talk about GW data center like it's nothing but that used to be around 1/4 of AWS' GLOBAL footprint in ~2020
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