icon close

Castles in the Cloud

Greylock’s interactive project maps multiple data points of the cloud computing ecosystem — and plots new opportunities for success.

Building a Winning Business in the Shadow of AWS, GCP, and Azure.

31 Markets

The number of markets Big 3 Cloud services are categorized into by Greylock, based on the functionalities and end users they serve

202 Submarkets

Number of different offerings and capabilities offered by the Big 3 Cloud providers within each given market

611 Services

Total services offered by Big 3 Cloud providers

213 Emerging Startups

All companies valued ~$500M-$1B competing with Big Cloud services, as well as select startups valued under $500M

Source: Methodology

197 Unicorns

Companies worth +$1B competing with Big Cloud services

Source: Methodology

$177B VC Funding

Total VC funding into the cloud ecosystem in the US in 2019-2022, according 
to Pitchbook.

Source: Methodology

Market Map

An interactive map of all cloud services offered by AWS, Azure, and GCP, and their startup challengers, since 2019.

Learn More

Data Table

Interactive database of services across the Big 3 cloud companies, tagged by common markets and submarkets. Since certain services are applicable to several markets and submarkets, a number of them will appear across more than one combination of market and submarket.

Learn More

VC Funding

Interactive map of VC investments into the challenger companies since 2019. Data on private company investments was derived from Pitchbook.

Learn More


Load All

Power Dynamics in the AI Cloud Era

Navigating the new competitive and collaborative landscape


Three Trends in VC-Backed Cloud

AI Infrastructure, Vertical Specialization, Security


Powering the Multi-Cloud Paradigm

How HashiCorp Keeps up with Cloud Complexity


VC Funding for the Cloud

Top Five Markets for Startups



Jerry Chen


Jason Risch


Corinne Riley

Submit Form

If your startup is competing against a Big Cloud service and you are not listed in our database, submit here.

icon close icon arrow

Subscribe to the Greylock newsletter

This field is for validation purposes and should be left unchanged.