cloud
also referred to as: clouds
4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Mar 1, 2024 by David Friedberg · across every show →
Everything said about cloud, oldest first
Mar 1, 2024 bullish
Friedberg: Alphabet trades at 17x 2025 earnings, cheaper than all tech peers
“It's trading at just 17 times 20 25 consensus earnings, which is cheaper than all the other big tech companies by far, and it's still growing. Core business is growing. Cloud is growing 20%. Search is growing 15%. All these other businesses, YouTube's growing …”
Apr 26, 2025 bearish
Chamath: Cloud providers will face KYC regulatory blowback within two quarters
“And that's going to need to get sorted out in the next couple of quarters, because if Western governments basically say to the clouds, hey, you need to KYC your customers so that it's not somebody distilling the best of our models into a place we don't agree w…”
Sep 9, 2025
Jul 29, 2026 neutral
McMaster: Boston Dynamics splits robot compute between onboard physical control and cloud reasoning
“We think about two brains, right? It's my simplified version of telling the stories. There's two brains. There's the brain that controls the physicality of the robot, which is what Boston Dynamics is known for. You know, the dynamic movement, reliability, the …”