How do you build a business in the shadow of AWS, GCP, and Azure as a startup? How do you find the white spaces? What areas have they over/under invested in? What other startups are doing in those spaces?
Greylock spent months investigating and mapping these out. If you are a founder in infra/cloud, you want to understand the lay of the land.
There are lots of opportunities for feisty, multi-client competitors.
Cloud providers are not monoliths. The Greylock analysis points this out implicitly by counting the markets they span. You can work with part of Amazon (e.g., EC2) while competing with other parts (data services). Meanwhile, services like AWS EKS (managed Kubernetes) give you leverage to compete against other teams within AWS.
It’s interesting how some challengers (Snowflake, for example) use the Clouds’ go to market teams to power distribution and sales, so these platforms extend beyond just tech infrastructure.
Greylock spent months investigating and mapping these out. If you are a founder in infra/cloud, you want to understand the lay of the land.