Jason Calacanis

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.

Mag7, cooking.

Uber, blowing out growth.

Disney, blowing out growth.

The consumer seems absurdly strong based on those two bellwethers.

Tech seems extremely strong based on the cloud computing.

What's your take on the overall market and overall economy?

Obviously, inflation up a bit.