The Cloudcast

Looking back on Industry Market Leaders


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After a very long roadtrip, let’s explore the lessons we can learn from some of the greatest business models in tech and how or if they apply to the AI era companies. 

SHOW: 951

SHOW TRANSCRIPT: The Cloudcast #951 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET 

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

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SHOW SPONSORS:

  • [VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.
  • [DoIT] Visit doit.com (that’s d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.

SHOW NOTES:

  • 7 Powers of Competitive Dynamics
  • Microsoft (Vol 1, Vol 2)
  • Google 
  • Meta 
  • AWS
  • NVIDIA (Vol 1, Vol 2, Vol 3

LESSONS FROM THE GREATEST BUSINESS MODELS

  • Founder control, nearly immediately profitable, growth strategies, 
  • How long Enterprise businesses take to mature
  • Is there an AI business model that’s profitable? 
  • Is there a business model that isn’t Enterprise or Ad-supported?
  • Microsoft - commoditize your compliments, understand market expansions, 
  • Google - Customer acquisition, scaling economics, AdWords, AdSense
  • AWS - 
  • Meta - Adapting the offerings
  • NVIDIA - Vertical integration (HW + SW)

FEEDBACK?

  • Email: show at the cloudcast dot net
  • Twitter/X: @cloudcastpod
  • BlueSky: @cloudcastpod.bsky.social
  • Instagram: @cloudcastpod
  • TikTok: @cloudcastpod
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