cloud companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 6, 2025 by Martin Casado · across every show →
Everything said about cloud companies, oldest first
Feb 6, 2025 bullish
Casado: Strong balance sheets prevent AI infrastructure market crash
“You have a much better foundation. Much, much better foundation for the AI wave, right? Like the primary investors are the big three cloud companies. They've got hundreds of billions of dollars on the balance sheet. Even if all of this goes away, they'll be fi…”