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Big Tech hyperscalers

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 11, 2025 by Bill Gurley · across every show →

Everything said about Big Tech hyperscalers, oldest first

Jan 11, 2025 neutral
Insight
Gurley: Hyperscaler CapEx spending is sticky, slow, and irreversible
“The processes for spending that amount of money are sticky and slow. They're not fast. Like, you can't back out. Like, you pre-commit, and you go build.”
Bill Gurley Jan 11, 2025 ▶ 32:46 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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