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    <title>The Minutes of Brad Gerstner on growth</title>
    <link>https://minutesof.com/brad-gerstner/on/growth/</link>
    <description>Everything Brad Gerstner has said on growth: 8 verbatim quotes between October 2020 and August 2026, each with a timestamp and a link to the recording it…</description>
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      <title>Gerstner reports Snowflake beat consensus with 33% growth versus 27% expected and raised full year guidance.</title>
      <link>https://minutesof.com/q/75c343f6-1ea3-4d3c-9e62-2a776bc99af9/</link>
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      <description>“33% growth, accelerating growth versus consensus of 27% growth. They took up their full year guide by more than their q one beat.” — CNBC Television</description>
      <pubDate>Thu, 28 May 2026 17:00:15 +0000</pubDate>
      <category>growth</category>
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      <title>Gerstner reports Microsoft expects Azure revenue to accelerate despite already growing 34% on a $66 billion ba</title>
      <link>https://minutesof.com/q/fc678a4f-5eda-42b1-aae4-a76a32a97f3d/</link>
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      <description>“Microsoft, which is on $66,000,000,000 run rate at Azure, has said they expect q one and q two Azure revenue to accelerate. Think about that, Bill. Azure is growing at 34% on a $66,000,000,000 base,” — BG2 Pod</description>
      <pubDate>Thu, 21 Nov 2024 19:09:14 +0000</pubDate>
      <category>growth</category>
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    <item>
      <title>Gerstner reports Satya Nadella told him Copilot is Microsoft&#x27;s fastest growing product ever, beating Windows a</title>
      <link>https://minutesof.com/q/df0aecb4-c8f1-4d99-bfa7-c55e980ce0ca/</link>
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      <description>“Satya, the CEO of Microsoft, who I saw last week, said to me that Copilot is the fastest growing product in the history of Microsoft.” — FII Institute</description>
      <pubDate>Thu, 26 Oct 2023 02:01:13 +0000</pubDate>
      <category>growth</category>
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      <title>Gerstner dismisses valuation concerns for Snowflake at 100x forward sales given 100%+ growth in strategic soft</title>
      <link>https://minutesof.com/q/0921d69d-1510-4317-a6f7-1afd8a7e5b45/</link>
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      <description>“No growth investor would listen to that and think that there&#x27;s anything unusual about a company growing well over a 100% in the most strategic location of all of software.” — Invest Like the Best</description>
      <pubDate>Tue, 27 Oct 2020 09:30:00 +0000</pubDate>
      <category>growth</category>
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