The Minutes of Bill Gurley on cloud credits https://minutesof.com/bill-gurley/on/cloud-credits/ Everything Bill Gurley has said on cloud credits: 3 verbatim quotes from January 2024, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:02 +0000 Gurley says cloud credit investments are definitively low quality revenue despite auditor approval. https://minutesof.com/q/058c7bb2-14bb-4dc1-9c86-421ab4a8c3ca/ https://minutesof.com/q/058c7bb2-14bb-4dc1-9c86-421ab4a8c3ca/ “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.” — BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 cloud credits Gurley argues cloud credits given as AI investments create low quality revenue for big tech companies despite https://minutesof.com/q/81187ebc-065e-449e-9917-627230fa3672/ https://minutesof.com/q/81187ebc-065e-449e-9917-627230fa3672/ “From the big company players' side, I would just say definitively, this could get me in trouble, but this is low quality revenue.” — Bg2 Pod Thu, 25 Jan 2024 16:05:50 +0000 cloud credits Gurley says cloud credits given as investments create low quality revenue despite auditor approval. https://minutesof.com/q/a5334162-13a4-4139-a95c-a70c324c8b53/ https://minutesof.com/q/a5334162-13a4-4139-a95c-a70c324c8b53/ “Like this is flat out low quality revenue and I'm certain that they've got their auditor to sign off on it.” — Bg2 Pod Thu, 25 Jan 2024 16:05:50 +0000 cloud credits