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Google Cloud

also referred to as: gcp

part of Google includes Google Cloud Spanner, Google Cloud Code, Google Cloud Next, Google Cloud Vision API, Google Cloud TPU

12 statements across 11 episodes · 5 bullish · 1 bearish · 9 people on the record · first statement Mar 30, 2022 by Olivia Nottebohm · said 106 times in 65 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (20), Jason Lemkin (16), Spencer Kimball (6), Tomasz Tunguz (4), Rory O'Driscoll (4), Aaron Levie (4), Steeve Morin (3), Paul Erlang (3)

tap a year for its mentions
00201340252017201820192020202120222023202420252026episodesmentions
013252017201820192020202120222023202420252026episodes it came up in
001.5133252017201820192020202120222023202420252026episodesmentions per episode
2026 35 mentions in 22 episodes 2 per episode
2025 24 mentions in 17 episodes 1 per episode
2024 23 mentions in 11 episodes 2 per episode
2023 11 mentions in 8 episodes 1 per episode
2022 3 mentions in 2 episodes 2 per episode
2019 2 mentions in 2 episodes 1 per episode
2017 8 mentions in 3 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Google Cloud, oldest first

Mar 30, 2022 positive
Assertion Not checkable as stated
Nottebohm: Diane Greene centered Google Cloud Monday staff meetings on customer problem-solving
“Diane Green ran her staff meetings that way. Every Monday we were problem solving how we could help a certain customer, and a certain type of customer, and what we needed to do to get them truly just loving the product, and that was very special.”
Olivia Nottebohm Mar 30, 2022 ▶ 6:32 20 Sales: Notion's CRO Olivia Nottebohm on How To Build Great Operations at Your Company, How To Use The Trust Equation in Hiring, How To Do Referencing Most Effectively and Whether To Fill Seats or Wait for the Perfect Hire?
Apr 21, 2023 neutral
Assertion Supported
Tunguz: Web2 cloud infrastructure and application layers both have $2.1T market cap
“So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, it's about a 2.1 trillion dollar market cap just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to …”
Tomasz Tunguz Apr 21, 2023 ▶ 30:58 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Nov 15, 2023 neutral
Prediction Open · timeframe Nov 2028
Des Traynor: AI infrastructure will consolidate into 3-4 price-competing providers
“They'll probably be three or four big providers is my guess. You'll be probably GCP, AWS, maybe OpenAI directly, and I'm sure Azure. That's how I think that layer will play out, and they'll end up in pretty direct price competition with each other.”
Des Traynor Nov 15, 2023 ▶ 53:35 Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
Nov 24, 2023 neutral
Assertion Partly supported
Tunguz: Top 3 cloud providers equal top 100 apps in market cap
“In web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, it's about a 2.1 trillion dollar market Just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to C and B…”
Tomasz Tunguz Nov 24, 2023 ▶ 10:54 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Nov 24, 2023 neutral
Prediction Partly held up
Traynor: AI infrastructure will consolidate into 3-4 providers in direct price competition
“There'll probably be three or four big providers is my guest, probably GCP, AWS, maybe open AI directly. And I'm sure Azure, that's how I think that that layer will play out. And they'll end up in direct price competition with each other.”
Des Traynor Nov 24, 2023 ▶ 12:42 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
May 24, 2024 neutral
Assertion Supported
Tomasz Tunguz: Web2 cloud infra and top 100 apps share equal market caps
“So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, It's about a 2.1 trillion dollar market cap just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to …”
Tomasz Tunguz May 24, 2024 ▶ 9:33 Sam Altman, Arthur Mensch and more discuss:Which Startups Are Threatened vs Enabled by OpenAI?|E1156 · 20VC with Harry Stebbings
Nov 24, 2025 bullish
Prediction Not checkable as stated
Shlomo: Google is most likely to win the LLM race
“Google. By far. They have the compute. They're moving very fast. If Gemini at some point wins the race, like literally wins the race then they have the entire stack. Including like Google Cloud and whatever, whatever they need and they have the data and whatev…”
Maor Shlomo Nov 24, 2025 ▶ 24:50 Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
Feb 9, 2026 positive
Insight
Acharya: AI foundation and app markets resemble AWS and GCP, not Uber
“I think the foundation model companies look a little bit like that. And I think in the apps layer, you're just going to have people that want to Consume the code they generate through a rich IDE and those that want to be closer to the metal, and that's probabl…”
Anish Acharya Feb 9, 2026 ▶ 13:01 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Apr 14, 2026 bullish
Insight
Midha: Sovereign data needs open cloud market to startups after 15 years
“Because the context, the mission-critical context of those workloads is so important to be run locally that you can't run them on Amazon, AWS, GCP, or Azure, and it's the first time In 15 years that the sort of hyperscaler dominance is up for grabs for startup…”
Anjney Midha Apr 14, 2026 ▶ 12:40 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
Jun 15, 2026 neutral
Disclosure
Perplexity received $1M in cloud credits at launch
“When we started perplexity, we had like around 200,000 dollars worth of Amazon credits and GCP credits and Azure credits. That almost like together, cumulatively, this was worth like a million dollars in compute credits.”
Aravind Srinivas Jun 15, 2026 ▶ 59:41 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Aug 12, 2026 positive
Assertion Not checkable as stated
Google Cloud generates 30% operating margins selling compute to Anthropic
“Every dollar of, every piece of compute that you give to Google Cloud turns into 30% operating margins in a day because they can sell it to Entropic.”
Rory O'Driscoll Aug 12, 2026 ▶ 36:58 Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
Sep 5, 2026 bearish
Assertion Partly supported
Weitzman: Renting an H100 GPU costs 1.5 times more than buying it
“If I was to buy an H 100 for, let's say, 30,000 dollars, that's how much the, kind of, a single card would cost. If I wanted to rent an H 100 for one hour spot instance from GCP, it could cost me five dollars. If I rented it from, like, You know, Azure or AWS,…”
Cliff Weitzman Sep 5, 2026 ▶ 2:50 How to Build Your Own Data Center & Why Every Startup Should Do It
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