The Minutes of Gavin Baker on cash flow https://minutesof.com/gavin-baker/on/cash-flow/ Everything Gavin Baker has said on cash flow: 6 verbatim quotes between July 2026 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:42 +0000 Baker reports hyperscaler operating cash flow accelerated from $28B to $32B despite unusual legal expenses. https://minutesof.com/q/978729d0-58b1-4960-8a4f-e5ef94383ed3/ https://minutesof.com/q/978729d0-58b1-4960-8a4f-e5ef94383ed3/ “Operating cash flow from Microsoft, Meta, and Amazon has reported accelerated from '28 to '32. There are some actually pretty big unusual items now like these hyperscalers.” — Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 cash flow Baker says adjusting for one-time items shows hyperscaler operating cash flow accelerated from $28B to $35B. https://minutesof.com/q/cb3e3303-15a7-44f3-b0ac-646dac4d09d8/ https://minutesof.com/q/cb3e3303-15a7-44f3-b0ac-646dac4d09d8/ “But there is an unusual amount of onetimers this quarter. And if you adjust for that, we went from 28 to 35. That's that's a material acceleration at this scale.” — Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 cash flow