public cloud

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 16, 2025 by John Coogan · across every show →

Everything said about public cloud, oldest first

Dec 16, 2025 bearish

Insight

Coogan: Meta is disadvantaged in AI without a public cloud platform

“It is a tough position to be in because they don't have a, like, a public cloud. They don't have a cloud service, even though they are a hyperscaler.”

John Coogan Dec 16, 2025 ▶ 20:47 OpenAI ENDS Vesting Cliff

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public cloud

Everything said about public cloud, oldest first

Turn any episode into a week of clips.