Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 23 Jun 2020 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
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thin
23 Jun 2020 – 11 Jul 2024
+0 d
- Dylan Patel 2 thin 22 Sep 2025 – 16 Jul 2026 +1917 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner argues AWS, GCP and Azure enable software companies to scale faster than previous generations like Salesforce.
“But the fact of the matter is because of AWS, GCP and Azure, software companies are scaling faster”
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Brad Gerstner
Gerstner identifies AWS disadvantage risk if Microsoft's OpenAI access proves decisive and Amazon lacks equivalent.
“I think there is a lot of worry about, you know, if Microsoft has access to OpenAI and Amazon doesn't, is that going to put them at a disadvantage if open AI is a runaway winner?”
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Brad Gerstner
Gerstner argues Amazon spent over $100 billion on AWS for eight years before profitability, paralleling AI investment.
“Amazon spent over a $100,000,000,000 on AWS, invested for over eight years before they saw profitability in that business.”
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Dylan Patel
Patel predicts AWS revenue growth will reaccelerate after consistent deceleration due to Anthropic and new data centers.
“AWS has been decelerating revenue. Year on year revenue has been falling consistently. And and our big call is that it's actually going to start reaccelerating.”
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Dylan Patel
Patel says AWS beat on gross margins because Bedrock was highly profitable.
“On Amazon's most recent earnings call, they talked about how AWS had a strong gross margin beat. Right? They won on gross margin because Bedrock was so profitable.”
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