The Minutes of Brad Gerstner on aws https://minutesof.com/brad-gerstner/on/aws/ Everything Brad Gerstner has said on aws: 3 verbatim quotes between June 2020 and July 2024, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:52 +0000 Gerstner argues Amazon spent over $100 billion on AWS for eight years before profitability, paralleling AI inv https://minutesof.com/q/0818b7a9-f534-4cb5-9037-b7de373c9007/ https://minutesof.com/q/0818b7a9-f534-4cb5-9037-b7de373c9007/ “Amazon spent over a $100,000,000,000 on AWS, invested for over eight years before they saw profitability in that business.” — BG2 Pod Thu, 11 Jul 2024 20:24:05 +0000 aws Gerstner identifies AWS disadvantage risk if Microsoft's OpenAI access proves decisive and Amazon lacks equiva https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ “I think there is a lot of worry about, you know, if Microsoft has access to OpenAI and Amazon doesn't, is that going to put them at a disadvantage if open AI is a runaway winner?” — CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 aws Gerstner argues AWS, GCP and Azure enable software companies to scale faster than previous generations like Sa https://minutesof.com/q/c210d6f2-8837-42d5-b740-5e5cc79d99da/ https://minutesof.com/q/c210d6f2-8837-42d5-b740-5e5cc79d99da/ “But the fact of the matter is because of AWS, GCP and Azure, software companies are scaling faster” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 aws