Tech Trend Insights: Our AI Investment Thesis
How we approach differentiating durable AI investments amidst emerging trends and incumbent threats....
We are entering the "Serverless Era," with products like AWS's Lamba making adoption feasible for cloud users. Also, according to Mordor Intelligence, the market is expected to register a healthy CAGR of over 23.17% during the 2021 to 2026 period.
Something I always wanted as an engineer was the ability to run code on the cloud as easily as if it were running on my machine. In the future, engineers will write code as if it were going to run locally, and the cloud will scale up and down in real-time to give them a seamless workflow with infinite scale.
Q: What do other market participants or observers misunderstand about serverless computing?
A: "Many people think of serverless computing as being synonymous with AWS Lambda. I think of it as a much broader trend where engineers are able to abstract away from the infrastructure they are using. Engineers don’t really need to know where their code is building, they don’t need to know where their database is running, and they don’t need to know how many machines they’re using to deploy an ML model. It just works."
Editor's note: Please also see this memo by Tomasz Tunguz and Patrick Chase on Redpoint's investment in MotherDuck.
How we approach differentiating durable AI investments amidst emerging trends and incumbent threats....
Jill (Greenberg) Chase, investor at CapitalG, assesses the feasibility of several business models amid a massive wave of funding into the AI/ML space. Across different delivery modes and business models, large standalone businesses will be built on differentiation....
John Cowgill, Partner at Costanoa Ventures, points to some of the more overlooked and contrarian business models within this closely watched ecosystem. As the space matures, competition between emerging companies and quick-to-adopt incumbents will determine the winners...