The Minutes of Brad Gerstner on revenue growth https://minutesof.com/brad-gerstner/on/revenue-growth/ Everything Brad Gerstner has said on revenue growth: 3 verbatim quotes between November 2024 and August 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner notes hyperscalers grew collective revenue from $150 billion to $350 billion in just eight quarters. https://minutesof.com/q/3bca3627-39ad-451a-b22f-91c71ec6186e/ https://minutesof.com/q/3bca3627-39ad-451a-b22f-91c71ec6186e/ “Let me just give you a statistic. It's just eight quarters ago that collectively they were doing a $150,000,000,000 in revenue. Now they're doing $350,000,000,000 in revenue.” — Altimeter Capital Tue, 05 May 2026 22:10:35 +0000 revenue growth Gerstner says software valuations only recover when companies prove they are AI beneficiaries through revenue https://minutesof.com/q/182f0ca9-fc80-49b2-876b-62df8150996f/ https://minutesof.com/q/182f0ca9-fc80-49b2-876b-62df8150996f/ “So the only way that reverses, Scott, is those companies have to accelerate their core revenues and show that they are beneficiaries of AI.” — Altimeter Capital Fri, 06 Feb 2026 21:47:27 +0000 revenue growth Gerstner cites Databricks growing over 60% as example of companies accelerating because AI relies on them. https://minutesof.com/q/0bcee712-5036-472b-8bba-847722a07e36/ https://minutesof.com/q/0bcee712-5036-472b-8bba-847722a07e36/ “I think this quarter, they're they grew over 60%. Snowflake, Clickhouse, these are companies that are accelerating their core revenues because AI relies on them.” — Altimeter Capital Fri, 06 Feb 2026 21:47:27 +0000 revenue growth