Over the last few years of powering and partnering with the fastest scaling AI-native companies, we have come to realize they need a different kind of cloud: an AI Native Cloud. This post explains what it is, why it matters, and its defining characteristics. We're living through one of those rare platform shifts — the kind that only becomes obvious in retrospect. AI isn't a feature. Or a product line. It's a new primitive. The companies defining this moment are not bolting AI onto legacy stacks. They're AI native. Their product is the model. Their roadmap is tied to research velocity. Their competitive edge is how quickly they can experiment, retrain, ship, and repeat. AI-native products iterate weekly. Sometimes daily. They consume GPUs the way web apps consumed CPUs in 2012. When a new paper is released, it's not academic — it's often a short term roadmap. Startups like Cursor and Decagon didn't just grow fast — they compressed what used to take a decade into a couple of years. That speed changes everything. Why AI natives need a new cloud The last two decades of cloud computing optimized for web apps: steady traffic, CPU-heavy workloads, and simple abstractions. …