The Minutes of Brad Gerstner on arr https://minutesof.com/brad-gerstner/on/arr/ Everything Brad Gerstner has said on arr: 4 verbatim quotes between August 2023 and March 2024, each with a timestamp and a link to the recording it came… en Mon, 31 Aug 2026 13:08:55 +0000 Gerstner says he banned the term ARR at Altimeter when discussing AI revenues. https://minutesof.com/q/e2128da5-4227-4223-83d7-593cba1743a9/ https://minutesof.com/q/e2128da5-4227-4223-83d7-593cba1743a9/ “But when we look at what's going on in AI, I've banned the use of the term ARR within altimeter when we talk about AI revenues,” — BG2 Pod Thu, 21 Mar 2024 21:32:49 +0000 arr Gerstner notes cloud providers set record $15 billion net new ARR while reaccelerating from $100 billion run r https://minutesof.com/q/0f9b46aa-9526-4e7d-8ce6-319a6a47dec1/ https://minutesof.com/q/0f9b46aa-9526-4e7d-8ce6-319a6a47dec1/ “Now mind you, these things are reaccelerating in the case of AWS from a $100,000,000,000 run rate, right? So like the, you know, you're reaccelerating.” — BG2 Pod Thu, 08 Feb 2024 19:35:00 +0000 arr Gerstner notes hyperscalers added over $15 billion in ARR this quarter, the largest ever aggregated. https://minutesof.com/q/94a91870-bbec-44be-b9e9-7b10bc03ebba/ https://minutesof.com/q/94a91870-bbec-44be-b9e9-7b10bc03ebba/ “In the quarter, if you aggregate the hyperscalers together, we added over $15,000,000,000 in ARR. That's annual recurring revenue, the single largest quarter in the history when you look at that aggregated number.” — CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 arr Gerstner cites Wiz raising at $10B valuation with $200M ARR as evidence of late-stage market activity. https://minutesof.com/q/df3ad1d2-f935-45d5-8834-916bffcf04e9/ https://minutesof.com/q/df3ad1d2-f935-45d5-8834-916bffcf04e9/ “I just read Wiz raised more money. It's got $200,000,000 ARR raised at 10,000,000,000. So those markets are definitely” — All-In Podcast Fri, 11 Aug 2023 06:23:00 +0000 arr