Cloud Ventures

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

50% more for roles at MSFT is a huge difference for the company with one of the most standardized pay grades
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Netflix compensation is unique because they allow employees to choose more cash compensation vs. stock
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Asked a VP of Engineering how they're handling AI adoption

Their response: "We're paying our best engineers 2x to build AI tooling instead of hiring as many new grads as we used to"

Don't believe me? Even giants like Microsoft and Netflix are taking this approach 👇

How 90% of Cloud Cost discussions go at a large organization

I wish you could block people on Teams

SF people love to make fun of non-technical people without realizing every B2B SaaS company relies on sales teams closing million-dollar deals

Coding ain't paying the bills until someone sells it

GCP has invested equity in major Indian companies such as Flipkart, Jio, InMobi, DailyHunt, and Airtel

Basically locked AWS and Azure out by becoming a shareholder first, cloud provider second.
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AWS can buy so many Stellantis vehicles whereas other Cloud Providers have no use for it. Clear differentiation, an actual need, so Amazon Retail & Logistics can box Azure/GCP out of the account

www.theverge.com/2022/1/5/22...

How do you gain an edge if you're AWS or GCP?

"Make them an offer they can't refuse"

Turn the Cloud deal into a balance of trade partnership (AWS)
OR
Invest equity in the company (GCP)
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If your CTO looks like this, you are not migrating to the Cloud

Crazy how much you can grift off once being a former-VP at Amazon

There's probably another 500+ other VPs at Amazon looking at him jealous he created an entire business off their personas

The system of record (ERP, CRM) is no longer important software and will become an archaic layer

Agent solutions will be the new layer of interaction with employees

Salesforce ➡️ Agentforce
Microsoft ➡️ Copilot Studio
SAP ➡️ Joule

Me trying to build a vibe-coded project in one weekend

How to make a post go viral on 𝕏 today:

1.) I can’t believe this app is free
2.) Never deleting this app
3.) I think about this a lot

This is the exact persona to avoid when selling Cloud Infrastructure

The “technically correct but commercially irrelevant” engineer will tank every deal
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Perplexity is a good product and will become a major search engine

It's already proven that o3 was hyped relative to it's actual performance

techcrunch.com/2025/04/20/...

How do the AI influencers not get tired of testing every new single model that comes out every week?

Like do people really even see the incremental improvement anymore?

When finance teams try to tell engineers how to optimize their cloud costs
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Microsoft's enterprise deals are now bigger than AWS in some sectors

Why? Because Microsoft bundles Office + Azure + Enterprise agreements into one renewal contract that's impossible for CIOs to ignore

Cloud deals are becoming one pillar of an overall company partnership

How my wife sees me when I talk about why Cloud Infrastructure is the most important technology right now

If you're paying Accenture to define your AI strategy, you're NGMI

🚨BREAKING: Claude discovers marketing

Proof this is a real issue just in reverse of the scenario above
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Zero Trust should be more popular than it is
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Your cybersecurity is only as strong as your most ambitious employee's judgment.

Benefits of being a cybersecurity company? You actually have robust threat detection and remediation so the downside was limited from the developers mistake

Unfortunately for the developer, his employment was terminated.

The repo was packed with sophisticated malware designed to penetrate his employer's systems from the inside.

Fortunately, the company's security protocols detected the attempt before any damage occurred.