Gerstner argues AWS, GCP and Azure enable software companies to scale faster and more capital efficiently than before.
“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”
post Gerstner says Anthropic and OpenAI revenue scaling is 10x faster than Google and Meta at comparable scale
https://x.com/altcap/status/2087531768408572006