The Minutes of Brad Gerstner on cloud https://minutesof.com/brad-gerstner/on/cloud/ Everything Brad Gerstner has said on cloud: 5 verbatim quotes between June 2020 and August 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:51 +0000 Gerstner reports hyperscalers added over $15 billion ARR in the quarter, a record. https://minutesof.com/q/f8a5c499-b5b2-4e62-991a-daea301a4510/ https://minutesof.com/q/f8a5c499-b5b2-4e62-991a-daea301a4510/ “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” — CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 cloud Gerstner argues AWS, GCP and Azure enable software companies to reach much higher IPO valuations than Salesfor https://minutesof.com/q/5aa463e2-dd38-4002-921d-8db5149a470c/ https://minutesof.com/q/5aa463e2-dd38-4002-921d-8db5149a470c/ “Compare where the software companies that are in the pipeline or that have recently gone public, compare those valuations to where Salesforce went public.” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 cloud 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 cloud Gerstner argues AWS, GCP and Azure enable software companies to scale faster and more capital efficiently than https://minutesof.com/q/44e49c41-c433-42d3-b373-5aa3215c29a8/ https://minutesof.com/q/44e49c41-c433-42d3-b373-5aa3215c29a8/ “But the fact of the matter is because of AWS, GCP and Azure, software companies are scaling faster and in a more capital efficient way” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 cloud