VCs vs. the Cloud

VCs used to love the public cloud because it disrupted old guard vendors. Now the cloud is keeping more of the profits and the VCs are starting to fight back. SHOW: 656CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Datadog Kubernetes Solution: Maximum Visibility into Container EnvironmentsStart monitoring the health and performance of your container environment with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.CloudZero - Cloud Cost Intelligence for Engineering TeamsCDN77 - CDN Focused on VOD and SecurityCDN77 - ask for a free trial with no duration or traffic limits.  SHOW NOTES:Cost of Cloud Paradox (a16z) Repatriation and Cloud Cost Management (Eps.520)Leading VCs to commit $1.25B to startups building on Cloudflare WorkersVCs USED TO LOVE THE CLOUDIn the old days, the first $50M of VC funding went to Cisco, EMC, Sun and Oracle. And then the public cloud came along, and that shifted to the first $5M going to AWS. NOW VCs ARE ACTIVELY FIGHTING AGAINST THE MONSTER THEY HELPED CREATEVCs are learning that bandwidth costs never come downVCs would like to get more of the profits, which are going to AWSNow VCs are putting their money behind other cloudsIs this a trend that will continue? FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnetFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow