Cloud Ventures | Cloud Deals & FinOps ☁️

Me when I see everyone’s X payouts

Andrej Karpathy's talk on how Software is Changing is a must-watch @karpathy creates the simplest and best analogies of LLM Models and real-life examples

The last thing an outdated IT staff sees after the Private Equity firm sells their datacenter, cuts their entire team, and moves them to the Cloud

Sign an AWS commitment Go into debt if you have to

The CTO signing the cloud commitment & the engineering team who has yet to build the product

Feels like Microsoft is the McKinsey of technology You can go all-in on their platform to de-risk if anything goes wrong CIOs love this, they’re not risk takers

This is way more important than people realize SAP is where mission-critical enterprise data lives and now that data can flow directly into Databricks without ETL or prep. It’s a bridge between legacy business systems and modern AI workloads.

Top Slurs in SF: - "Non-Technical" - "Chief of Staff" - "Bootstrapped"

POV in 2026: You heard every major LLM company leader say coding was going to become autonomous and you didn't build anything?

Why I am Bullish on Perplexity in One Sentence from Aravind Srinivas “If AI gave you direct answers to the score in a basketball game, how can you sell Ticketmaster ads?” - @AravSrinivas 🧵👇

If your CTO looks like this, you are not migrating to the Cloud

The customers using A100s are not training models, but likely inferencing It’s easy to brush off depreciation useful life for GPUs, but Amazon actually lowered it back from 6 years to 5 years for some AI-servers/equipment

Three levels of wealth: > Single Cloud > Multi-Cloud > Single Cloud

I see everyone on X has discovered Jevons Paradox

Cloud Cost Optimization Explained: 5 Takeaways from Vantage's CEO Ben Schaechter and Cloud Ratings Analyst Matt Harney 1⃣: Many companies (let's call them laggards) are still in the early stages of cost optimizations (i.e., figuring out how to use Reserved Instances and Savings Plan). The next step function for enterprises is building out a FinOps functions for more sophisticated tracking 2⃣: The Big Three cloud providers cost management tools and budgeting are subpar and less than ideal for actual implementation and usage. So much so that Vantage and many other companies are tackling this space. It's very difficult to split costs by departments and allocate shared resource costs. 3⃣: When customers become more efficient with their cloud spend, it allows them to re-invest back into more projects and workloads which in turn does further create lock-in advantages to the cloud vendor 4⃣: Snowflake and Datadog bills can be larger than their AWS/Azure Bill?? Jokes aside, I did not know this was possible. 5⃣: Cloud Infrastructure costs can directly impact a software companies COGS and it is super important to optimize this cost basis which directly leads to gross margin expansion and higher valuations @SaaSletter @Bensign @CloudRatings

Amazon AWS CEO: "Quit if you don't want to return to office" 9/16: Andy Jassy (CEO of Amazon) call employees back to work 5 days a week --According to the article, 9/10 workers he's spoken to support the policy Although it is funny that he said 9/10 support the policy considering I doubt he talks to many ICs 5-6 levels below him --Employees who had not been previously compliant (to 3 days a week RTO) were told they were "voluntarily resigning" and were locked out of company systems. @randomrecruiter

Bonus season would hit way harder if I didn’t watch 1/3 of it vanish before I even touch it. The IRS really eats first