The Past, Present, and Future of Digital Infrastructure

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[00:02:43] - [First question] - The state of the digital infrastructure industry today 

[00:04:02] - The major stages and eras of cloud technology 

[00:06:30] - Overview of Dropbox’s story and the two major trends at the time of its emergence

[00:10:12] - Lost margin and lost market cap from big users of the public cloud 

[00:12:14] - Whether or not there is a headwind coming for public cloud providers

[00:14:07] - The base level primitives of the digital world and innovation within those areas

[00:17:33] - How entrepreneurs might go after the biggest public cloud providers

[00:19:37] - His view on API first companies and granular monetizable units in growing markets

[00:23:20] - Developer facing tools and what works well when going to market 

[00:25:34] - Lessons learned about successfully building relationships between a company and developers as a buying class 

[00:27:12] - The difference between a front-end and back-end developer and what is changing in their responsibilities 

[00:28:45] - What he looks for as an investor when he’s processing a new API first company

[00:30:31] - Common redflags and disqualifying observations for an API first company 

[00:31:59] - Pricing usage and building a revenue model around one of these businesses

[00:33:49] - Reasons why this proliferation is happening and important parts of the data stack

[00:36:35] - Snowflake’s offering for their users, their explosive growth, and primitives in their sector

[00:39:06] - The history of digital security and potential opportunities as an investor

[00:40:19] - How digital infrastructure intersects with the real world and hardware world

[00:42:14] - What he’s most excited about that digital infrastructure might unlock in the future

[00:43:33] - How to screen out people for their potential to deliver transformative technology

[00:45:38] - What he’d like to know about the future that he isn’t sure of yet 

[00:47:45] - Things he’s most intrigued about by cryptocurrencies as an infrastructure person

[00:51:36] - Where he’s most bullish and bearish relative to his peers in digital infrastructure

[00:52:49] - The kindest thing anyone has ever done for him