cloud provider
also referred to as: cloud providers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 1, 2024 by Sam Lessin · across every show →
Everything said about cloud provider, oldest first
Nov 1, 2024 bearish
Lessin: AI impact limited to customer service, cloud, and ad optimization
“I think that the idea that there's some product revolution coming I'm skeptical of, but, you know, knocking out some customer service workers, shaving, making EBITDA a little better, You know, pumping some cloud, pumping some ads, that's like bread and butter.”