The Minutes of Bill Gurley on hyperscalers https://minutesof.com/bill-gurley/on/hyperscalers/ Everything Bill Gurley has said on hyperscalers: 3 verbatim quotes between June 2024 and June 2025, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:02 +0000 Patel argues scaling continues because hyperscalers are building multi-gigawatt data centers and connecting th https://minutesof.com/q/075fb7fa-7e85-45f7-a574-720f900c7136/ https://minutesof.com/q/075fb7fa-7e85-45f7-a574-720f900c7136/ “Why is why is Amazon building these multi gigawatt data centers? Why is Google? Why is Microsoft building multiple gigawatt data centers plus buying billions and billions of dollars of fiber to connect them together” — Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 hyperscalers Patel argues hyperscalers are building multi-gigawatt data centers and buying billions in fiber to win on scal https://minutesof.com/q/c4005777-b6ad-4670-bcaf-ceb3ab21315d/ https://minutesof.com/q/c4005777-b6ad-4670-bcaf-ceb3ab21315d/ “Why is Microsoft building multiple gigawatt data centers plus buying billions and billions of dollars of fiber to connect them together because they think, hey.” — Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 hyperscalers Gurley says hyperscalers as nuclear customers may be 10x better than utilities, bringing more risk-tolerant in https://minutesof.com/q/67d325ec-bd6b-4e04-8475-98a37dd44792/ https://minutesof.com/q/67d325ec-bd6b-4e04-8475-98a37dd44792/ “if the hyperscalers become part of the customer set for the nuclear startups that may be like 10x better than selling just to utilities alone.” — BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 hyperscalers