Brad Gerstner
๐ค SpeakerAppearances Over Time
Podcast Appearances
And that's where Americans are suffering.
And that's where it would be great if founders actually put their minds to it.
And the government's got to get rid of all that regulation and let us cook in those specific verticals.
All right, the market is in hyperdrive.
Hyperscaler revenue has made the markets move up.
We hit on this briefly, but we didn't have you here.
Fifth bestie BG, cloud computing on a tear.
I referenced it earlier, but AWS is now on $150 billion run rate.
Azure, 108 billion.
GCP, Google Cloud, 80 billion.
There's a little bit of fun with numbers there because Azure and Microsoft include some of their software products in there and Google Cloud includes things like Google Office or Google Suite in there.
But the growth numbers are tremendous.
AWS, which is the more pure play of the three, 28% growth on a very big number.
Azure, 39%.
Google Cloud, stunning everybody with 63% growth.
It is incredible what the ARR numbers are.
Google Cloud added 10, AWS 10, Azure 9.5.
So basically 30 billion collectively.
Jamin Ball, who works for you, I think put out some data on the Twitter.
Brad, markets at all-time highs.