The first few blocks suggest that cloud computing venture investing is commoditised after being repeated so many times over. Is that correctly understood? However, the TAM for cloud service providers so big, so there's plenty of room for cloud exits at very high returns.
thanks for sharing the insights ali, it's been awesome watching you and the firm grow (from the sidelines), i expected nothing less when i started following your journey. best of luck on the next leg!
I think it would be amazing to have an updated version of this in a few months @Ali
Facinating, and great read.
The first few blocks suggest that cloud computing venture investing is commoditised after being repeated so many times over. Is that correctly understood? However, the TAM for cloud service providers so big, so there's plenty of room for cloud exits at very high returns.
Great read, Ali! Best of luck in 2022!
Great insights dear Ali. Many thanks
Thanks Ali. I’m always learning from you. Great insight.
thanks for sharing the insights ali, it's been awesome watching you and the firm grow (from the sidelines), i expected nothing less when i started following your journey. best of luck on the next leg!