cloud computing

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 11, 2026 by Eric Vishria · across every show →

Everything said about cloud computing, oldest first

Aug 11, 2026 positive

Opinion

Vishria: Enterprises view AI as a bigger threat and opportunity than cloud

“And I think they view it probably as more of an opportunity than they did the cloud in terms of the potential impact on their business. I think they probably view it more as a threat than they did the cloud.”

Eric Vishria Aug 11, 2026 ▶ 10:41 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best

Aug 11, 2026 bullish

Assertion Not checkable as stated

Vishria: AI is scaling far faster than cloud computing ever did

“Cloud did not scale anywhere close to as quick as what's happening right now.”

Eric Vishria Aug 11, 2026 ▶ 7:59 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best

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cloud computing

Everything said about cloud computing, oldest first

Turn any episode into a week of clips.