public cloud universe

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 13, 2026 by Alex Immerman · across every show →

Everything said about public cloud universe, oldest first

Mar 13, 2026 bullish

Assertion Supported

Immerman: OpenAI and Anthropic added revenue equal to half of public cloud

“If you look at OpenAI and Anthropic alone, the two, those two companies added as much revenue last year as half of the public cloud universe, excluding the mag seven.”

Alex Immerman Mar 13, 2026 ▶ 4:22 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea

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public cloud universe

Everything said about public cloud universe, oldest first

Turn any episode into a week of clips.