$40 billion

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 1, 2016 by Josh Udashkin · across every show →

Everything said about $40 billion, oldest first

Jul 1, 2016 neutral

Assertion Contradicted

Udashkin: Global luggage market is a $40 billion annual business

“The industry in our case is a forty billion dollar a year business globally.”

Josh Udashkin Jul 1, 2016 ▶ 21:09 20VC: Why Great VCs Know The Opportunity In Hardware, Physical Stores Will Not Disappear and The Importance of Consumer Brand with Josh Udashkin @ Raden

Apr 14, 2026 bullish

Disclosure

Midha: AMP Is Securing 1.3 Gigawatts of Compute Infrastructure

“We have started securing about 1.3 gigawatts of computer infrastructure. That's roughly forty billion dollars of cloud spend over the next four years. And that is financed roughly, you know, between with about 20% of equity. The remaining is debt. So 20%, that…”

Anjney Midha Apr 14, 2026 ▶ 33:00 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings

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$40 billion

Everything said about $40 billion, oldest first

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