Confluent, every mention
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every year anyone Brad Gerstner 1Aaron Levie 1
Verbatim, from the transcripts: the passages where Confluent comes up
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:13:59 Brad Gerstner This is that same chart, Bill, for Datadog, Mongo, Confluent, Elastic.
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 38:50 Aaron Levie Like you would imagine that as this goes up, the snowflakes and confluence and, and whatnot also, also see some benefit because there's lots of data services that you need around that.