The Minutes of Bill Gurley on cloud https://minutesof.com/bill-gurley/on/cloud/ Everything Bill Gurley has said on cloud: 3 verbatim quotes from March 2012, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:05 +0000 Gurley argues cloud migration is the most investable theme, predicting ten years of pulling enterprise compute https://minutesof.com/q/64537e8e-4eb2-4a46-9e39-1957b93efeef/ https://minutesof.com/q/64537e8e-4eb2-4a46-9e39-1957b93efeef/ “this is to me one of the most investable themes of our time simply because we spent the last thirty to forty years putting computing technology inside the enterprise Right.” — Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 cloud Gurley says cloud migration is the most investable theme, predicting ten years of pulling enterprise computing https://minutesof.com/q/c17bad13-e9cb-4b5f-8ca0-9c92b0f1e8e9/ https://minutesof.com/q/c17bad13-e9cb-4b5f-8ca0-9c92b0f1e8e9/ “one of the most investable themes of our time simply because we spent the last thirty to forty years putting computing technology inside the enterprise Right.” — Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 cloud Gurley describes cloud-connected workflows from business to consumer through apps as unexploited white space a https://minutesof.com/q/27bf88ff-f7f6-4f53-be44-230ed6cfa76a/ https://minutesof.com/q/27bf88ff-f7f6-4f53-be44-230ed6cfa76a/ “Once it's in the cloud, they connect to Zillow, they connect to rent.com, they push the listings out, they communicate with the end user of the apartment, and so this workflow that starts to be connected from the cloud to the small business, to the consumer, to the smartphone app, that's all white space in a bunch of different verticals.” — Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 cloud