cloud

5 statements across 5 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Jun 20, 2022 by Ben Gilbert · across every show →

Everything said about cloud, oldest first

Jun 20, 2022 positive

Assertion Not checkable as stated

Gilbert: AWS built a five-year lead by evangelizing to Silicon Valley startups

“AWS got probably a five-year lead on cloud by piling people on the plane from Seattle, going down to the Bay Area, evangelizing like crazy to all these startups.”

Ben Gilbert Jun 20, 2022 ▶ 46:54 The Playbook: Lessons from 200+ Company Stories · Acquired

Aug 16, 2022 neutral

Opinion

Rosenthal: Mobile, Cloud, And VR Are Just Aftershocks Of The Internet

“I mean, I think everything in our time that we've thought of as that, as mobile, cloud, web three, you know, VR, all like, It's all still just the internet. Those are aftershocks. That's not the event.”

David Rosenthal Aug 16, 2022 ▶ 3:56:12 Amazon.com · Acquired

Sep 28, 2022 positive

Opinion

General Magic invented the early concepts of cloud and mobile computing

“They invented the concept of cloud. They invented the concept of mobile.”

David Rosenthal Sep 28, 2022 ▶ 1:12:53 Benchmark Part I · Acquired

Sep 6, 2023 bullish

Prediction Held up

Predominant enterprise AI GPU compute consumption will occur via the cloud

“It looks like the predominant way that companies are going to use that compute is gonna be in the cloud.”

David Rosenthal Sep 6, 2023 ▶ 51:44 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired

Jul 22, 2024 bullish

Prediction Not checkable as stated

Gilbert: Cloud computing represents a 30- to 40-year secular growth wave

“It's probably a 3040 year wave that they get to keep riding.”

Ben Gilbert Jul 22, 2024 ▶ 3:52:00 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired

cloud

Everything said about cloud, oldest first

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