S32’s Wesley Tillu: Investing in the Age of AI Acceleration
AI adoption is accelerating within enterprises, creating a growing opportunity for application software companies....
We are entering the "Serverless Era," with products like AWS's Lamba making adoption feasible for cloud users. Also, according to Mordor Intelligence, the market is expected to register a healthy CAGR of over 23.17% during the 2021 to 2026 period.
Something I always wanted as an engineer was the ability to run code on the cloud as easily as if it were running on my machine. In the future, engineers will write code as if it were going to run locally, and the cloud will scale up and down in real-time to give them a seamless workflow with infinite scale.
Q: What do other market participants or observers misunderstand about serverless computing?
A: "Many people think of serverless computing as being synonymous with AWS Lambda. I think of it as a much broader trend where engineers are able to abstract away from the infrastructure they are using. Engineers don’t really need to know where their code is building, they don’t need to know where their database is running, and they don’t need to know how many machines they’re using to deploy an ML model. It just works."
Editor's note: Please also see this memo by Tomasz Tunguz and Patrick Chase on Redpoint's investment in MotherDuck.
AI adoption is accelerating within enterprises, creating a growing opportunity for application software companies....
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