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DG

Diane Greene

08/05/17

@ Y Combinator

The cloud is a giant revolution, and everything in the enterprise is moving so fast; we will likely end up with just a few major cloud providers.

Video

YC

VMware Cofounder Diane Greene with Jessica Livingston at the Female Founders Conference

@ Y Combinator

VMware Cofounder Diane Greene with Jessica Livingston at the Female Founders Conference

08/05/17

Related Takeaways

BT

Bret Taylor

05/08/25

@ Sequoia Capital

The foundation model market will likely consolidate, similar to the cloud infrastructure market, resulting in a few dominant players with low margins but high scale.

LE

Larry Ellison

02/27/19

@ Ray Captain

We are fully committed to cloud applications and have invested heavily in rewriting our software for the cloud, positioning ourselves to compete effectively against SAP and other smaller companies.

MA

Marc Andreessen

06/11/25

@ Uncapped with Jack Altman

The current tech landscape is characterized by a few dominant players that are reshaping entire industries, leading to a significant concentration of market power.

MA

Marc Andreessen

06/11/25

@ Uncapped with Jack Altman

The current tech landscape is characterized by a few dominant players that are reshaping entire industries, leading to a significant concentration of market power.

LE

Larry Ellison

02/27/19

@ Ray Captain

The internet was the last big change, and now it's maturing into what we call cloud computing, simplifying user devices while increasing complexity in the network.

YC

Y Combinator Cast

11/23/24

@ Y Combinator

We're at the beginning of a revolution where companies could operate with as few as 10 employees, leveraging AI to handle tasks traditionally done by larger teams.

BL

Brad Lightcap

04/15/24

@ 20VC with Harry Stebbings

I think the rate of adoption in the enterprise will be faster than people realize, and we will break the convention that enterprises are slow adopters of technology.

SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

AI represents a market opportunity at least 10 times larger than cloud computing, indicating a significant shift in economic paradigms.

SC

Sequoia Capital Cast

05/07/25

@ Sequoia Capital

The AI services market is at least an order of magnitude bigger than the cloud market was at its inception, with the potential for massive growth in the next 10 to 20 years.