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AWS cloud

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 29, 2024 by Brad Gerstner · across every show →

Everything said about AWS cloud, oldest first

Apr 29, 2024 neutral
Insight
Gerstner: Economic value is in enterprise relationships, not AI models
“The value is not in the model. Right. Just like the value is not in storage. Right. You could say storage is a part of the AWS cloud, but that there's not a lot of value in that thing unto itself. The value is in the enterprise relationship. The value is in ri…”
Brad Gerstner Apr 29, 2024 ▶ 19:31 Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
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