low quality revenue
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 25, 2024 by Bill Gurley · across every show →
Everything said about low quality revenue, oldest first
Jan 25, 2024 negative
Gurley: Cloud Revenue From Invested AI Credits Is 'Low Quality'
“From the big company player side, I would just say definitively, And this could get me in trouble, but this is low quality revenue. Like, this is flat out low quality revenue, and I'm certain that they've got their auditor to sign off on it, but I don't think …”