Collective term for Amazon, Microsoft, and Google's large-scale cloud infrastructure and services platforms.
1 take · first discussed Jun 21, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The hosts represented here — Chamath, Friedberg, and LaFont — share a uniformly bullish, high-conviction view on the cloud hyperscalers (AWS, Azure, and GCP), calling a synthetic basket of the three the single best investment available over the next five years. Chamath states they would not need to own anything else in the market if such an index existed. No dissenting views are represented among the supplied theses.
Chamath (along with Friedberg and LaFont) argues that a synthetic index of AWS, Azure, and GCP would be the single best investment you could make over the next 5 years, outperforming everything else in the market.
if we could synthetically own AWS, Azure, and GCP...you wouldn't need to own anything else. 100%.”1:36:57