Greylock | Jason Risch | Three Trends in VC-Backed Cloud @GreylockVC | Uploaded April 2023 | Updated October 2024, 4 hours ago.
Audio version of Greylock investor Jason Risch's essay "Three Trends in VC-Backed Cloud." As part of our Castles in the Cloud (greylock.wpengine.com/castles/) project, which maps the activity in the venture capital-funding startup ecosystem with that of the Big 3 Cloud providers, we compile a database of fundraising at the end of each calendar year and identify trends. Although 2022 and the first part of 2023 has been marked by notable advancements in cloud technology – mostly via AI integrations – there is still considerable restraint in today’s venture capital-backed ecosystem. That figure doesn’t translate to lower activity, however. Many venture capital firms report they are just as busy as prior to the market correction, albeit with a focus on smaller checks for early-stage companies. Technological advancements, partnerships between major powerbrokers, and vertical specialization are all components of the current wave. The top three trends for this period are the rise of AI/ML in cloud, Vertical specialization (or, industry clouds), and security.
You can read this essay here: greylock.com/greymatter/three-trends-in-vc-backed-cloud (greylock.com/?p=8737&preview=true)
You can view the entire Castles in the Cloud project here: greylock.com/castles
Learn more about your ad choices. Visit megaphone.fm/adchoices (https://megaphone.fm/adchoices)
Audio version of Greylock investor Jason Risch's essay "Three Trends in VC-Backed Cloud." As part of our Castles in the Cloud (greylock.wpengine.com/castles/) project, which maps the activity in the venture capital-funding startup ecosystem with that of the Big 3 Cloud providers, we compile a database of fundraising at the end of each calendar year and identify trends. Although 2022 and the first part of 2023 has been marked by notable advancements in cloud technology – mostly via AI integrations – there is still considerable restraint in today’s venture capital-backed ecosystem. That figure doesn’t translate to lower activity, however. Many venture capital firms report they are just as busy as prior to the market correction, albeit with a focus on smaller checks for early-stage companies. Technological advancements, partnerships between major powerbrokers, and vertical specialization are all components of the current wave. The top three trends for this period are the rise of AI/ML in cloud, Vertical specialization (or, industry clouds), and security.
You can read this essay here: greylock.com/greymatter/three-trends-in-vc-backed-cloud (greylock.com/?p=8737&preview=true)
You can view the entire Castles in the Cloud project here: greylock.com/castles
Learn more about your ad choices. Visit megaphone.fm/adchoices (https://megaphone.fm/adchoices)
