Bill Gurley on

cloud credits

3 quotes · January 2024

Saidverbatim, newest first

  1. Gurley says cloud credit investments are definitively low quality revenue despite auditor approval.

    “From the big company players' side, I would just say definitively, this could get me in trouble, but This is flat out low quality revenue.”

    8:40 · listen · BG2 Pod · 25 Jan 2024 · permalink
  2. Gurley argues cloud credits given as AI investments create low quality revenue for big tech companies despite auditor approval.

    “From the big company players' side, I would just say definitively, this could get me in trouble, but this is low quality revenue.”

    8:40 · Bg2 Pod · 25 Jan 2024 · permalink
  3. Gurley says cloud credits given as investments create low quality revenue despite auditor approval.

    “Like this is flat out low quality revenue and I'm certain that they've got their auditor to sign off on it.”

    8:49 · Bg2 Pod · 25 Jan 2024 · permalink

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