As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy?

SHOW: 964

SHOW TRANSCRIPT: The Cloudcast #964 Transcript

SHOW VIDEO: https://youtube.com/@TheCloudcastNET

CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"

SHOW SPONSORS:

[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast
[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.

SHOW NOTES:

Clouded Judgement (Jamin Bell)
100 Biggest SaaS Companies

COULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?

Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?
Do the hyperscalers start moving from primitive providers to bundlers?
Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?
Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?

FEEDBACK?

Will Cloud Providers start acquiring SaaS?

The Reasoning Show