Mapping the 3 big Clouds: Castles in the Cloud
greylock.com
Mapping the 3 big Clouds: Castles in the Cloud
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Re: Mapping the 3 big Clouds: Castles in the Cloud
#2How do you build a business in the shadow of AWS, GCP, and Azure as a startup? How do you find the white spaces? What areas have they over/under invested in? What other startups are doing in those spaces?
Greylock spent months investigating and mapping these out. If you are a founder in infra/cloud, you want to understand the lay of the land.
Re: Mapping the 3 big Clouds: Castles in the Cloud
#3How do you build a business in the shadow of AWS, GCP, and Azure as a startup? How do you find the white spaces? What areas have they over/under invested in? What other startups are doing in those spaces? Greylock spent months investigating and mapping these out. If you are a founder in infra/cloud, you want to understand the lay of the land.
Thanks! I'm one of the authors of the project. Here's blog that highlights some opportunities we see in the cloud. https://greylock.com/greymatter/funding-the-cloud-challenger...
Re: Mapping the 3 big Clouds: Castles in the Cloud
#4big time
Re: Mapping the 3 big Clouds: Castles in the Cloud
#5v meaty - lots of detail and research in here
Re: Mapping the 3 big Clouds: Castles in the Cloud
#6It’s interesting how some challengers (Snowflake, for example) use the Clouds’ go to market teams to power distribution and sales, so these platforms extend beyond just tech infrastructure.
Re: Mapping the 3 big Clouds: Castles in the Cloud
#7Very comprehensive work
Re: Mapping the 3 big Clouds: Castles in the Cloud
#8Super informative and a great resource. Thank you!
Re: Mapping the 3 big Clouds: Castles in the Cloud
#9How do you build a business in the shadow of AWS, GCP, and Azure as a startup? How do you find the white spaces? What areas have they over/under invested in? What other startups are doing in those spaces? Greylock spent months investigating and mapping these out. If you are a founder in infra/cloud, you want to understand the lay of the land.
There are lots of opportunities for feisty, multi-client competitors.
Cloud providers are not monoliths. The Greylock analysis points this out implicitly by counting the markets they span. You can work with part of Amazon (e.g., EC2) while competing with other parts (data services). Meanwhile, services like AWS EKS (managed Kubernetes) give you leverage to compete against other teams within AWS.