Big Tech cloud investments
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 8, 2024 by Bill Gurley · across every show →
Everything said about Big Tech cloud investments, oldest first
Feb 8, 2024 bearish
Gurley: Big Tech Cloud-Credit AI Deals Distort Markets Like ZIRP
“My concern, which was really a concern for the industry more than just those players is that those deals pervert and distort the market. And when that happens, people do things you wouldn't expect just like Zerp. All of a sudden competition doesn't look like y…”