cash flow: everyone on the record — The Minutes https://minutesof.com/on/cash-flow/ Everyone on the record about cash flow: 5 verbatim quotes from 3 people, March 2026 to August 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:51 +0000 Gavin Baker: Baker says adjusting for one-time items shows hyperscaler operating cash flow accelerated from $2 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.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 cash flow Gavin Baker: Baker reports hyperscaler operating cash flow accelerated from $28B to $32B despite unusual legal 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.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 cash flow Bill Gurley: Gurley cites Uber burning $2B yearly, now generating over $10B in annual free cash flow. https://minutesof.com/q/800bc5a3-0a2a-41c5-ae68-feac635778e5/ https://minutesof.com/q/800bc5a3-0a2a-41c5-ae68-feac635778e5/ “Uber's a case where we were burning 2,000,000,000 a year and Dara, you know, has it now generating over 10,000,000,000 a year in free cash flow.” — Bill Gurley, Forbes Mon, 13 Jul 2026 11:00:14 +0000 cash flow Dylan Patel: Patel predicts Google will eliminate its $100 billion annual cash flow next year by spending ever https://minutesof.com/q/a7bb132e-83bc-40b6-b700-cf2f048e334f/ https://minutesof.com/q/a7bb132e-83bc-40b6-b700-cf2f048e334f/ “Google will have no cash flow next year because they're they see AI so clearly, and they know that they need to spend every dollar they make on compute,” — Dylan Patel, Matthew Berman Mon, 09 Mar 2026 17:07:47 +0000 cash flow Bill Gurley: Gurley states Mag Seven companies formerly generated approximately $3.4 trillion in cash flow bef https://minutesof.com/q/6b912563-fb9e-4421-a025-79fd80dd6653/ https://minutesof.com/q/6b912563-fb9e-4421-a025-79fd80dd6653/ “I will tell you, I have a couple different answers to this, which I think are quite interesting. First of all, the Mag seven formerly were creating, I don't know, $3,400,000,000,000 in cash flow.” — Bill Gurley, Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 cash flow