The Minutes

On the record about

cloud

3 people · 9 quotes · 23 Mar 2012 to 2 Feb 2024

Who is on this subjectordered by the date of their first quote here

3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 2 Apr 2020 — a date, and nothing else. It is not a claim about who reached a view first.

The chronologysourced and dated, oldest first

    1. Bill Gurley

      Gurley argues cloud migration is the most investable theme, predicting ten years of pulling enterprise compute out of buildings.

      “this is to me one of the most investable themes of our time simply because we spent the last thirty to forty years putting computing technology inside the enterprise Right.”

      23 Mar 2012 · Bloomberg Originals · 3:46 · source · permalink
    2. Bill Gurley

      Gurley says cloud migration is the most investable theme, predicting ten years of pulling enterprise computing infrastructure out.

      “one of the most investable themes of our time simply because we spent the last thirty to forty years putting computing technology inside the enterprise Right.”

      23 Mar 2012 · Bloomberg Originals · 3:47 · source · permalink
    3. Bill Gurley

      Gurley describes cloud-connected workflows from business to consumer through apps as unexploited white space across verticals.

      “Once it's in the cloud, they connect to Zillow, they connect to rent.com, they push the listings out, they communicate with the end user of the apartment, and so this workflow that starts to be connected from the cloud to the small business, to the consumer, to the smartphone app, that's all white space in a bunch of different verticals.”

      23 Mar 2012 · Bloomberg Originals · 5:27 · source · permalink
    1. Gavin Baker

      Baker notes software is now 30% of IT spend, or 50% including cloud, versus 7-10% in 2008-09.

      “And today it's roughly 30% excluding spending on the big cloud hyperscale infrastructures and service companies like Azure, Amazon web services, and Google GCP.”

      2 Apr 2020 · Invest Like the Best · 22:17 · source · permalink
    2. Brad Gerstner

      Gerstner argues AWS, GCP and Azure enable software companies to reach much higher IPO valuations than Salesforce did.

      “Compare where the software companies that are in the pipeline or that have recently gone public, compare those valuations to where Salesforce went public.”

      23 Jun 2020 · Invest Like the Best · 55:09 · source · permalink
    3. Brad Gerstner

      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”

      23 Jun 2020 · Invest Like the Best · 55:24 · source · permalink
    4. 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”

      23 Jun 2020 · Invest Like the Best · 55:24 · source · permalink
    1. Gavin Baker

      Baker says Google was first cloud provider to stop competing with independent infrastructure software providers.

      “But they try and force the open source infrastructure build themselves. And I think Google was the first one to realize, like, Hey, this is kind of silly.”

      25 Jan 2022 · Invest Like the Best · 38:22 · source · permalink
    1. Brad Gerstner

      Gerstner reports hyperscalers added over $15 billion ARR in the quarter, a record.

      “In the quarter, if you aggregate the hyperscalers together, we added over $15,000,000,000 in ARR. That's annual recurring revenue, the single largest quarter in the history”

      2 Feb 2024 · CNBC Television · 7:36 · source · permalink

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