That's the observation.
I work for a huge company, both in terms of number of employees and geographical reach.
I/we receive emails, offers, and declarations of interest each month/year from dozens of start-ups selling some AI infra system, labeling service, GenAI whatever.
We are not buying anything and we won't. We already have contracts in place with cloud vendors--the usual suspects: Google, Microsoft, Amazon--and the rest of the infra is developed in-house.
Why should we buy subscription-based and high-maintenance products from an a16z-funded AI infrastructure company that might shut down operations in two years and say "bye-bye, it's been great"?
The former Uber/Michelangelo team that built Tecton, Netflix's Metaflow that later became Outerbounds, I have no idea who they are selling their AI infra products to.
We are not buying anything and we won't. We already have contracts in place with cloud vendors--the usual suspects: Google, Microsoft, Amazon--and the rest of the infra is developed in-house. Why should we buy subscription-based and high-maintenance products from an a16z-funded AI infrastructure company that might shut down operations in two years and say "bye-bye, it's been great"?
The former Uber/Michelangelo team that built Tecton, Netflix's Metaflow that later became Outerbounds, I have no idea who they are selling their AI infra products to.