The problems aren't new, but they aren't solved| franklyspeaking.substack.com
Some ways I'm thinking about this... not related to SOC| franklyspeaking.substack.com
The pressure the cloud puts on margins can start to outweigh the benefits you scale and growth slows. Understand how much market cap is being suppressed by the cloud to help inform the decision-making framework on managing infrastructure as companies scale.| Andreessen Horowitz
