Jerry Chen | Castles in the Cloud
发布时间 2021-08-31 16:49:16 来源
摘要
The audio version of Greylock general partner Jerry Chen's essay introducing Castles in the Cloud, which is Greylock’s interactive project to map multiple data points of the cloud computing ecosystem — and plots new opportunities for success. Greylock marketing partner Elisa Schreiber reads the essay. You can read the essay at https://greylock.com/greymatter/castles-in-the-cloud/, and find the entire project at greylock.com/castles.
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中英文字稿 
Hi, this is Heather Mack, head of editorial at Greylock. The following podcast is from our new project, Castles in the Cloud. You can find more at greylock.com slash castles.
大家好，我是Heather Mack，Greylock的主编。接下来的播客节目来自我们的新项目“云端城堡”。你可以在greylock.com/castles找到更多相关内容。
Hi, everyone. Welcome to Grey Matter. The podcast from Greylock where we share stories and insights from company builders and business leaders. I'm Alisa Shriver, marketing partner at Greylock.
大家好，欢迎来到Grey Matter。这个播客由Greylock推出，我们将分享来自公司建设者和商业领袖的故事和见解。我是Greylock的市场合作伙伴Alisa Shriver。
On this episode, we'll be sharing an audio version of Jerry Chen's essay called Castles in the Cloud. Jerry is a general partner at Greylock and invests in enterprise software.
在这一期节目中，我们将分享Jerry Chen的一篇名为“云中城堡”的文章的音频版本。Jerry是Greylock的一位普通合伙人，投资企业软件。
Castles in the Cloud is a new interactive project that maps multiple data points of the Cloud computing ecosystem and plots new opportunities for startup success.
《云中之城》是一个新的互动项目，它将云计算生态系统的多个数据点进行了地图化，并绘制出了创业成功的新机会。
If you're interested in this content, please subscribe to Grey Matter on Spotify, SoundCloud, and wherever you get your podcasts. Thanks for listening.
如果你对这个内容感兴趣，请订阅Spotify、SoundCloud以及你获取播客的其他平台上的“灰质”（Grey Matter）。感谢聆听。
Castles in the Cloud.
云中的城堡。这个词组通常用来形容一个人的幻想或梦想，即一个人脑海中的理想状态或理想生活。它也可以用来形容一个人的创意或想法是极为美好和不切实际的。
Greylock's interactive project that maps multiple data points of the Cloud computing ecosystem and plots new opportunities for success. An essay by Jerry Chen.
Greylock的互动项目可以绘制云计算生态系统的多个数据点，并为成功创造新的机会。这是Jerry Chen的一篇文章。
Among the great technology platform shifts of modern times, perhaps none have revolutionized industries at the speed, impact, and rate of innovation as significantly as Cloud computing.
在现代伟大的技术平台转变中，也许没有哪一项像云计算一样以如此高速、影响力和创新速度彻底改革了行业。
The Cloud has created thousands of opportunities for new businesses and business models by reducing the cost to start a new company and experiment with different ideas, leverage machine learning, and transform nearly every facet of our lives.
云计算通过降低新公司创设成本、尝试不同的想法、利用机器学习以及改变我们生活的方方面面，为新企业和商业模式创造了数千个机会。
As a result, the rise of Cloud has most notably given rise in the US to three dominant Cloud vendors upon whose services virtually everyone relies. Amazon Web Services, Microsoft Azure, and Google Cloud. The Big Three Cloud Castles.
因此，云计算的崛起最明显地导致了美国出现了三家主导云服务的公司，几乎每个人都依靠它们的服务。这三个云计算的巨头包括亚马逊网络服务（Amazon Web Services）、微软Azure和谷歌云（Google Cloud），被称为“云计算的三大城堡”。
Over the past 15 years since the launch of AWS in 2006, the Big Three have each built up modes of defensibility that essentially guarantee their status for the foreseeable future.
自 2006 年 AWS 推出以来的过去 15 年中，三大云服务提供商都建立了一些可保证其未来地位的防御模式。
Massive economies of scale combined with strong network effects and easy distribution of new services to users. Fortified with these modes, the Big Three have near infinite resources and unparalleled control of distribution.
大规模的规模经济、强大的网络效应和新服务对用户的容易分发相结合。借助这些模式，这三大巨头具有近乎无限的资源和无与伦比的分销控制能力。
They have a direct relationship to the developers combined with a low marginal cost to launch and promote new Cloud services. These Cloud Castles have each been able to spin up hundreds of different developer services from security and storage to DevOps and artificial intelligence tools.
它们直接与开发人员相关，并且启动和推广新的云服务的边际成本很低。每个云堡垒都能够启动数百个不同的开发者服务，包括安全、存储、DevOps和人工智能工具。
And Cloud Growth has been fueled even further by the pandemic-induced acceleration of Cloud adoption. In 2020 alone, AWS, Azure, and Google Cloud saw their revenue increase 30%, 50%, and 80% respectively.
由于疫情促进了云的普及，云的增长进一步加速。仅在2020年，AWS、Azure和Google Cloud的收入分别增长了30%、50%和80%。
And yet, it is not game over for everyone else.
然而，并不是每个人都已经输了。
这句话的意思是，尽管有些人处于不利地位，但其他人仍有机会获得成功。它表达了一种积极的态度，鼓励人们不要放弃，摆脱困境。
Opportunities on the ground.
地面上的机会。意思是指在具体实践或现实生活中存在的机遇或可能性。也可以理解为在实际工作或生活中，存在着许多可供利用的机会和资源，只需努力去发现和把握。
We know that the most intense head-to-head competition, AWS, Microsoft, and Google Face, is from one another. And there is almost no point in trying to become the fourth monolith, although Oracle Cloud and others are trying.
我们知道，AWS、Microsoft 和 Google 面临的最激烈的对抗来自彼此。虽然 Oracle Cloud 和其他云计算服务也在竭力争取，但成为第四个巨头几乎毫无意义。
But as I postulated a few years ago in an essay on the new modes, there are many ways to build businesses in the shadow of Cloud Castles.
但正如我在几年前的一篇关于新模式的文章中提出的那样，建立与“云城堡”相伴的企业有很多种方式。
Following that post, I had several conversations with founders, executives, and investors about different ways to take on the big three by creating businesses that compete directly with one or more of their individual offerings.
在那篇文章之后，我与一些创始人、高管和投资者进行了多次对话，探讨了不同的方法来与大三竞争，通过创立直接与它们的一个或多个单一产品竞争的业务。
As I later put forth in my essay on the evolution of Cloud, that movement is well underway. The 2020 and 2021 IPOs of several Cloud companies like Snowflake, Confluent, Hashee Corp, and Databricks have demonstrated that the sector is large and dynamic enough for others to successfully coexist alongside the big three.
正如我在有关Cloud演化的论文中所提出的，这股潮流正在蓬勃发展。2020年和2021年，几家Cloud公司如Snowflake、Confluent、Hashee Corp和Databricks的IPO证明，该行业足够庞大和充满活力，让其他公司能够成功地与三大巨头并存。
Meanwhile, the growing demand for tools from companies like Chronosphere, Roxet, and Kato Networks illustrates our shift past the Cloud Transition era and into the Cloud-only era.
与此同时，Chronosphere、Roxet和Kato Networks等公司对工具的需求不断增加，说明我们已经度过了云转换时代，进入了仅云时代。
A new way to rule.
一种新的统治方式。这种方法能够实现更有效的管理和治理。
Numerous opportunities still exist to push the boundaries of what the technology can accomplish.
仍然存在许多机会来推动技术实现更多的创新。
This is why we've begun a new undertaking at Greylock, a comprehensive interactive project to map the Cloud ecosystem.
这就是为什么我们在格雷洛克开始了一个新的计划，建立一个全面互动项目来绘制云生态系统的地图。
First, we are compiling and categorizing the various independent Cloud services offered by AWS, Azure, and GCP. Enumerating which services are provided by which Cloud vendors gives us a snapshot into where the big three are investing and potentially how they are different.
首先，我们正在汇总和分类由AWS、Azure和GCP提供的各种独立云服务。列出哪些服务由哪些云供应商提供，可以让我们了解大三云正在投资的领域以及它们之间可能的差异，从而获得一个概览。
This look will try to answer some basic questions like which Cloud has more ML services, which Clouds provide a platform for IoT and other areas for comparison.
这篇文章将试图回答一些基本问题，例如哪个云平台提供更多的机器学习服务，哪些云平台提供物联网平台和其他方面的比较。
The second effort we are launching and asking for help from the community is to enumerate companies and startups who are competing against these individual Cloud services.
我们正在发起第二次努力，并向社区寻求帮助，这是为了列举那些与这些个人云服务竞争的公司和初创企业。
This database started by us and hopefully augmented by other founders, executives, and investors will help us create a living tactical guide to understanding the following, where the Cloud incumbents are investing their resources, where startups are succeeding, competing against Cloud vendors, how startups are able to cross big Clouds proverbial modes, and where should we expect the next wave of innovation, slash investment, and why?
这个数据库是我们发起的，希望其他创始人、高管和投资者能够加以补充，以帮助我们创建一个实用的指南，用于了解云计算巨头投资资源的方向、初创企业的成功情况、与云计算供应商的竞争情况、初创企业如何跨越巨大的云计算模式以及我们应该期待下一波创新、投资的方向以及原因是什么。
Over the next few months, our primary aim is to identify which strategies are allowing challengers to win in their sector and why they are able to do so at this point in time.
在接下来的几个月中，我们的主要目标是确定哪些策略使得挑战者在其行业中获胜，以及为何他们此时能够做到这一点。
The project reflects the Cloud ecosystem in 2019 and 2020. We will update this database annually at the close of each year. In Q1 2022, we will populate this data table with updates from 2021.
这个项目反映了2019年和2020年的云生态系统。我们将在每年年底更新这个数据库。在2022年第一季度，我们将填充这个数据表，包括来自2021年的更新。
To compare the Cloud services in the context of the startup environment, we ran pitch book queries on private software companies that reached evaluation of more than 500 million in 2019 or 2020. We categorize these companies against the markets and submarkets in which their product offerings compete against Cloud providers services. We then supplemented this data with select early stage startups we've seen competing in these markets.
为了比较创业企业环境中的云服务，我们对在2019年或2020年达到了500亿美元估值的私有软件公司进行了投资书查询。我们将这些公司按其产品服务所竞争的市场和子市场进行分类，与云服务提供商的服务进行比较。然后，我们补充了一些我们看到正在这些市场竞争的早期创业企业的数据。
To learn more about our process, check out our essay on the methodology behind the project on our Castles in the Cloud website at www.castlesinthecloud.com. To learn what we've found so far, check out Corinne Riley's essay on the top trends from the funding data or listen to our podcast on Gray Matter.
要了解更多关于我们的过程，请访问我们在www.castlesinthecloud.com网站上的有关项目背后方法的文章。要了解我们目前发现了什么，请查看Corinne Riley关于资金数据中排名前几的趋势的文章或收听我们在Gray Matter上的播客。
As we analyze the data, we will continue to publish essays on the Gray Matter blog examining how and why it is possible to compete with the big three Cloud vendors, along with case studies detailing the various tactics companies are using. We will also host guests on the Gray Matter podcast featuring founders and top executives of several Cloud companies.
我们将继续在Gray Matter博客上发布文章，分析数据，探讨小型云服务商如何与三大巨头竞争的原因和方法，并提供不同公司采用的案例研究。此外，我们还将在Gray Matter播客中邀请小型云服务公司的创始人和高管，进行访谈。
We look forward to collaborating with everyone on this project.
我们期待与每个人一起合作完成这个项目。