Audio version of Greylock investor Jason Risch's essay "Three Trends in VC-Backed Cloud." As part of our Castles in the Cloud project, which maps the activity in the venture capital-funding startup ecosystem with that of the Big 3 Cloud providers, we compile a database of fundraising at the end of each calendar year and identify trends. Although 2022 and the first part of 2023 has been marked by notable advancements in cloud technology – mostly via AI integrations – there is still considerable restraint in today’s venture capital-backed ecosystem. That figure doesn’t translate to lower activity, however. Many venture capital firms report they are just as busy as prior to the market correction, albeit with a focus on smaller checks for early-stage companies. Technological advancements, partnerships between major powerbrokers, and vertical specialization are all components of the current wave. The top three trends for this period are the rise of AI/ML in cloud, Vertical specialization (or, industry clouds), and security.

You can read this essay here: https://greylock.com/greymatter/three-trends-in-vc-backed-cloud/ 

You can view the entire Castles in the Cloud project here: https://greylock.com/castles/

Jason Risch | Three Trends in VC-Backed Cloud

Uber CEO Dara Khosrowshahi sat down with Greylock general partner Reid Hoffman to discuss the past, present and future of the mobility and delivery business that now operates in 71 countries around the world and employs around 20,000 people globally. He also shared his perspective on M&A (including Uber’s recent acquisitions of Postmates and Drizly), autonomous vehicles, the complexities of working in highly regulated industries, and how his personal and professional background shaped the way he approaches leadership today. This episode was recorded during Iconversations, Greylock's new virtual speaker series event.

Uber CEO Dara Khosrowshahi | Go Anywhere, Get Anything

How do tech startups go from idea…to iconic? Greymatter’s weekly podcast features interviews with VCs, founders, and tech visionaries on everything from AI, marketplaces, and cybersecurity as well as company-building strategies like growth, finding product-market-fit, and recruiting top talent. Founders and VCs offer candid accounts of success, failure, and adaptation. Greymatter delivers practical insights mixed with the bold optimism that defines entrepreneurship.

Jason Risch | Three Trends in VC-Backed Cloud

Greymatter by Greylock

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