Cloud Service Investments
Bill discusses how large cloud service providers are investing in startups with credits, potentially leading to market distortions. Brad questions the impact of these investments on the ecosystem and the need for startups to spend the invested billions back on the services provided by the investors.In this clip
From this podcast
Bg2
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01
Related Questions
How does Bill Gurley's investment thesis compare to other VCs in the episode Bill Gurley, Brad Gerstner, & Jason Calacanis on the state of tech markets, hosted by David Weisburd, and the clip Investing in a Post-AI Market?
I have a question about the episode Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner and the clip AI Budget Pressures. Where do companies spend money on AI in the episode Microsoft is all-in on AI: Part 2 (Interview) and the clip Budgeting for AI?