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three hyperscalers

also referred to as: the three hyperscalers

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 23, 2026 by Lucas Swisher · across every show →

Everything said about three hyperscalers, oldest first

Feb 23, 2026 neutral
Assertion Supported
Swisher: Cloud hyperscalers averaged 60% growth at $9B ARR scale
“At the same scale, the three hyperscalers on average, when they were nine billion of ARR, were growing 60%.”
Lucas Swisher Feb 23, 2026 ▶ 58:27 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
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