Dom Rizzo
speaker
104 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Dom Rizzo’s voice in public audio — every appearance, attributed to the second.
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Amazon, Google, Meta, Microsoft, 2023 spent $154 billion of CapEx.
Well, I think we're starting to see the revenue growth come through.
And this is something that I think people probably underestimate because it's hard to point to specifics.
But I'll give you some anecdotes and maybe that can satisfy a little bit of what people are looking for.
So if we go back a year and we said, hey, what do most people think meta is going to grow in Q4 of 2024?
That number was in the low to mid single digits.
Right.
We just got their guidance a few weeks ago.
And that number, according to them, is going to be anywhere from 12 to 20 percent growth.
Meta historically a conservative guider.
It wouldn't surprise me if we were at the upper end of that range.
Let's look at Microsoft, right?
Let's look at Azure growth.
AI for their entire business is their fastest business ever to $10 billion of ARR, annual recurring revenue.
It just happened in two years.
Moreover, Azure itself with AI is growing 33%, without AI is only growing 21%.
And then there's a plethora of companies that have reported so far this quarter, ServiceNow, HubSpot, AppLovin, just to name a few, that specifically called out AI as driving accelerating revenue growth.
And that's the big difference between now and the internet boom.
Right.
If we think about compare and contrast 1999 versus today.
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