Amazon AWS

part of Amazon

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 8, 2024 by Brad Gerstner · across every show →

Everything said about Amazon AWS, oldest first

Feb 8, 2024 bullish

Assertion Supported

Gerstner: Big Three Cloud Providers Set Record $15B Net New ARR

“On the left side, what you see is they actually set a record quarter, fifteen billion in net new ARR across these three platforms.”

Brad Gerstner Feb 8, 2024 ▶ 36:05 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod

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Amazon AWS

Everything said about Amazon AWS, oldest first

Turn any episode into a week of clips.