cloud: everyone on the record — The Minutes https://minutesof.com/on/cloud/ Everyone on the record about cloud: 9 verbatim quotes from 3 people, March 2012 to February 2024, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:52 +0000 Brad Gerstner: Gerstner reports hyperscalers added over $15 billion ARR in the quarter, a record. https://minutesof.com/q/f8a5c499-b5b2-4e62-991a-daea301a4510/ https://minutesof.com/q/f8a5c499-b5b2-4e62-991a-daea301a4510/ “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” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 cloud Gavin Baker: Baker says Google was first cloud provider to stop competing with independent infrastructure soft https://minutesof.com/q/b3e132bb-39ae-4740-ae72-439262de19b4/ https://minutesof.com/q/b3e132bb-39ae-4740-ae72-439262de19b4/ “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.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 cloud Brad Gerstner: Gerstner argues AWS, GCP and Azure enable software companies to scale faster than previous gene https://minutesof.com/q/c210d6f2-8837-42d5-b740-5e5cc79d99da/ https://minutesof.com/q/c210d6f2-8837-42d5-b740-5e5cc79d99da/ “But the fact of the matter is because of AWS, GCP and Azure, software companies are scaling faster” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 cloud Brad Gerstner: Gerstner argues AWS, GCP and Azure enable software companies to scale faster and more capital e https://minutesof.com/q/44e49c41-c433-42d3-b373-5aa3215c29a8/ https://minutesof.com/q/44e49c41-c433-42d3-b373-5aa3215c29a8/ “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” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 cloud Brad Gerstner: Gerstner argues AWS, GCP and Azure enable software companies to reach much higher IPO valuation https://minutesof.com/q/5aa463e2-dd38-4002-921d-8db5149a470c/ https://minutesof.com/q/5aa463e2-dd38-4002-921d-8db5149a470c/ “Compare where the software companies that are in the pipeline or that have recently gone public, compare those valuations to where Salesforce went public.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 cloud Gavin Baker: Baker notes software is now 30% of IT spend, or 50% including cloud, versus 7-10% in 2008-09. https://minutesof.com/q/06ff6be5-3ceb-4746-af61-5830c6667b9b/ https://minutesof.com/q/06ff6be5-3ceb-4746-af61-5830c6667b9b/ “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.” — Gavin Baker, Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 cloud Bill Gurley: Gurley describes cloud-connected workflows from business to consumer through apps as unexploited https://minutesof.com/q/27bf88ff-f7f6-4f53-be44-230ed6cfa76a/ https://minutesof.com/q/27bf88ff-f7f6-4f53-be44-230ed6cfa76a/ “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.” — Bill Gurley, Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 cloud Bill Gurley: Gurley says cloud migration is the most investable theme, predicting ten years of pulling enterpr https://minutesof.com/q/c17bad13-e9cb-4b5f-8ca0-9c92b0f1e8e9/ https://minutesof.com/q/c17bad13-e9cb-4b5f-8ca0-9c92b0f1e8e9/ “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.” — Bill Gurley, Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 cloud Bill Gurley: Gurley argues cloud migration is the most investable theme, predicting ten years of pulling enter https://minutesof.com/q/64537e8e-4eb2-4a46-9e39-1957b93efeef/ https://minutesof.com/q/64537e8e-4eb2-4a46-9e39-1957b93efeef/ “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.” — Bill Gurley, Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 cloud