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cloud

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 2, 2025 by David George · across every show →

Everything said about cloud, oldest first

Dec 2, 2025 bullish
Opinion
George: AI Technological Advancements Will Completely Dwarf SaaS And Cloud
“The advancements of SAS and cloud are Tiny compared to the advancements of what AI is going to do”
David George Dec 2, 2025 ▶ 6:55 How a16z Growth Invests · Invest Like The Best
Jun 9, 2026 bullish
Prediction Not checkable as stated
Sacerdote: AI market will reach $3T to $5T
“You know, we just said cloud, you know, maybe cloud's eight hundred billion. This might be, you know, we now think three to five, but there's higher risk, higher reward.”
Alex Sacerdote Jun 9, 2026 ▶ 36:50 Why the AI Boom Is Just Getting Started · Invest Like The Best
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