The most radical shift happening in enterprise tech today is in infrastructure and cloud computing. Platforms like Amazon Web Services, Google Cloud and Microsoft Azure have built out massive cloud computing capacity over the last decade, and in doing so have laid the groundwork for rapid innovation to occur in how applications are built, deployed and scaled.

The following presentation outlines how we got to this point, where the industry is in its transition to the public cloud, and the areas of interest we at Leaders Fund are looking to explore more deeply.

Please reach out to to gideon@leaders-fund.com if you are building an interesting company in this space.