Google Cloud, every mention
75 scenes, the whole family · ← back to Google Cloud
tap a year for its mentions
every year anyone Harry Stebbings 20Jason Lemkin 16Spencer Kimball 6Tomasz Tunguz 4Rory O'Driscoll 4Aaron Levie 4Steeve Morin 3Paul Erlang 3Zach Lloyd 2Varun Mohan 2
Verbatim, from the transcripts: the passages where Google Cloud comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 2:58 Cliff Weitzman If I wanted to rent an H 100 for one hour spot instance from GCP, it could cost me five dollars.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 31:51 Aaron Katz Like for example, for AWS reInvent, Amazon's big cloud conference in Las Vegas or Google next, I partnered with the chain smokers and I had them perform because I said, there's not one party
- ▶ 43:27 Aaron Katz We go to market with Google Cloud.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 35:34 Rory O'Driscoll The mission at Google to a rounding out, like it or not, is allocate a lot of the compute to the Google Cloud business to just be a hyperscaler, boring as shit to you. 2 times in the scene
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 56:42 Rory O'Driscoll I mean, Google Cloud, the smallest grew 82%.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 0:37 Harry Stebbings And then we break down Google, accelerating cloud to 82%, yet they post their first ever negative free cash flow, and the market shits the bed.
- ▶ 35:09 Harry Stebbings Google Cloud accelerating 82% as I said. 2 times in the scene
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 27:41 Matt Murphy I mean, you know, uh, Google with their TPUs a long, a long time ago, Amazon with their Traniums.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 1:05:41 Harry Stebbings Is it like a cloud market where you have obviously Azure, AWS, GCP, or is it an Uber and a Lyft where one takes 90% and the others kind of fight for scraps?
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 29:22 Harry Stebbings Do you think it's like an Uber lift market or do you think it's an AWS, Google Cloud, Azure market?
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 25:41 Paul Erlang Um, and then within those guidelines, most of our engineers are using cloud code and codex. 2 times in the scene
- ▶ 43:33 Paul Erlang Maybe someone who's already set up bare metal servers, so we don't have to pay so much money to AWS or Google Cloud, or someone who does indexing for us, or these things that are behind the scenes that would take so long for us to build up…
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 14:17 unnamed speaker So, you know, and, and frankly, GCP, old Google cloud blew up because it was cheapest. 5 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 59:41 Aravind Srinivas Like when we started perplexity, we had like around 200,000 dollars worth of Amazon credits and GCP credits and Azure credits.
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 1:02:55 Harry Stebbings Is this an AWS Azure GCP?
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:10:33 Harry Stebbings Is this an AWS Google Cloud?
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 27:08 Jason Lemkin Right now you make even more money selling tokens than you do selling basic AWS, uh, or GCP services. 2 times in the scene
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 8:27 unnamed speaker So, so my mental model remains at the three way oligopoly, just like cloud is a three way oligopoly with, you know, Google Cloud, Amazon and Azure, right?
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 48:00 Aaron Levie Azure had just launched, and GP, and GCP was called Google App Engine, and it had a little, like, a turbine logo, uh, with, like, wings or something. 2 times in the scene
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 12:40 Anjney Midha 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
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
- ▶ 34:52 Harry Stebbings A lot of startups today have subsidized LLM costs, very much like AWS did and Google Cloud did with credits for years, and Anthropic and OpenAI have done, ah, now very much with this generation of startups.
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 43:24 Harry Stebbings And like the majority of the market will be on Codex or Claude Code, or is it like a AWS, Azure, Google Cloud, and a 33, 33, 33?
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 13:08 Anish Acharya Consume the code they generate through a rich IDE and those that want to be closer to the metal, and that's probably closer to AWS Google Cloud than it is Uber Lyft.
Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings
- ▶ 43:17 Harry Stebbings Or is this a Google Cloud, AWS, Azure?
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 15:04 unnamed speaker Google Cloud and other parts. 2 times in the scene
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 1:13:55 Jason Calacanis I can tell you, we do work closely with the, with a lot of the folks at Google Cloud with Saster.
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 47:46 David George And so, you know, I think it's one of those cases where similar to cloud, like if you could own all of AWS, Azure and GCP as independent companies,
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 28:20 unnamed speaker Obviously executed really well in cloud and the model, and fundamentally the core search business has not declined nearly as much.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 25:06 Maor Shlomo Including like Google Cloud and whatever, whatever they need and they have the data and whatever and integrations and then Google's suite and so on, uh, to build an incredible empire.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 26:19 Harry Stebbings And then you look at Google Cloud, you look at Azure, and you look at AWS, and you're going, wow, maybe the best business in the world is a commodities business, to your point. 3 times in the scene
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 16:10 Harry Stebbings Are three of the best businesses, not commodity businesses, in the form of Google Cloud, AWS, and Azure?
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 40:18 Zach Lloyd It might look like G cloud, AWS, Azure level competition, or it might look like actually like open source, like database competition. 2 times in the scene
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:13:50 Jason Lemkin Couple of two, two, three folks, um, some free, some free tokens, some free Google Cloud, uh, it costs nothing, but then they consume a lot of capital, and if
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 59:47 Jason Lemkin I think that's a tough job because you're, this is coming in like, you know, when, when, when, when it took a little while for, for Google cloud and Google apps to figure out its footing because the numbers were so big, right? 2 times in the scene
20Sales: $0-$3.7BN: The Databricks CRO's Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko
- ▶ 59:06 unnamed speaker Cloud's a little bit more even distributed, although GCP, you'd still say it's kind of a distant third, right?
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- ▶ 17:31 Martin Casado Do you do GCP?
20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product
- ▶ 42:47 Fernando Fanton If you think about it, OpenAI can be both iOS and Google Cloud or Amazon services together, and I don't think we've seen how many years you have to go back to, to feel that way.
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- ▶ 36:27 Varun Mohan There's this database called Spanner. 2 times in the scene
Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
- ▶ 1:15:02 Rory O'Driscoll I don't have a developed opinion, but no, they're the anchor tenants of the AI economy, just as Amazon, Azure, and whatever Google, Google Cloud were kind of the anchors of the cloud economy.
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 15:24 Steeve Morin For instance, let's say you are in Google Cloud. 2 times in the scene
- ▶ 44:25 Steeve Morin I'm not on Google Cloud.
George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
- ▶ 43:55 Harry Stebbings Why does it not follow the same vein as cloud, where cloud is commoditized, but Azure, Google Cloud, AWS, I mean, completely commoditized, to be honest, cloud, but it's fucking great business for them.
Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
- ▶ 1:05:04 Harry Stebbings Google cloud is still very valuable.
Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
- ▶ 6:47 Harry Stebbings Do you think we will continue to live in a world of many models which are specialized in many different areas, or do you think there will be one or two monolithic models similar to what we have in cloud today with AWS, Azure, Google Cloud?
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 16:51 Mamoon Hamid Same with Google Cloud.
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
- ▶ 44:20 Harry Stebbings If you think about Google on Amazon, you've got Google Cloud, Cash Cow, App AWS, Cash Cow, and then Zuck is like, oh, 2 times in the scene
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 13:52 unnamed speaker So Amazon web services, Azure, Google cloud services like that there's tool makers.
Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- ▶ 30:56 Harry Stebbings I think everyone realizes now that cloud is the cash cow that keeps on giving when you look at kind of the continuing growth rates and profitability of Azure and Google Cloud and everything in between, and actually you'll just see the…
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 3:27 Jason Lemkin When times are good and Google cloud is the fastest growing of the three biggies, but it's also number three. 7 times in the scene
- ▶ 8:46 Jason Lemkin He's just running Google cloud.
Cameron Adams: How Canva Builds Products: Lessons Learned, What Works? What Flopped? | E1179 · 20VC with Harry Stebbings
- ▶ 20:10 Cameron Adams I think it'll look very similar to what cloud-based infrastructure looks like now in terms of AWS, Google Cloud, Azure. 2 times in the scene
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- ▶ 24:24 Jason Lemkin So if, if AI allows me to finally communicate with my ten million documents in Box, I think Box could be a 10 times better product in a year, but will that lead to any revenue growth for Box versus OpenAI or, or Google Cloud?
- ▶ 29:48 Jason Lemkin So the fact that Google cloud would be looking at HubSpot is meaningless to me. 2 times in the scene
Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
- ▶ 34:24 Aaron Levie You know, there were agents, there were better models, there was, you know, multimodal, like all great stuff, but what, but the, the thing that I think it underscores that I think honestly, uh, uh, cloud next did as well is like, you know,…
- ▶ 34:49 Aaron Levie It's gonna be the new products in cloud.
Tom Blomfield: Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | E 1152 · 20VC with Harry Stebbings
- ▶ 46:47 Tom Blomfield It's like how, you know, GCP versus AWS versus Azure, they kind of do this, you know, it's like different things,
Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
- ▶ 27:26 Gustav Söderström And we would buy the things that they will build or someone else will, but obviously we're working with, with Google and GCP.
The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- ▶ 10:54 Tomasz Tunguz 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 2 times in the scene
Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- ▶ 30:36 Jeff Seibert If you go back 10 years, they were like, I would never put stuff on AWS or Google Cloud or Azure or whatever.
Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- ▶ 53:38 Des Traynor You'll be probably GCP, AWS, maybe OpenAI directly, and I'm sure Azure.
Chris Degnan: Why You Should Hire a Head of Sales Sooner Than You Think | E1080 · 20VC with Harry Stebbings
- ▶ 12:33 Chris Degnan And so then I started really just focusing on digital native customers, customers that were already in the cloud, as opposed to me convincing someone to move to the cloud, Amazon, and then now Microsoft and GCP, they're convincing people…
Lori Jiménez: How to Increase Sales; Hiring Tips from Google; Best Way to Grow Sales Teams | E1043 · 20VC with Harry Stebbings
- ▶ 5:05 Lori Jiménez I was in Google cloud. 2 times in the scene
Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
- ▶ 29:52 Vince Hankes I think if you think about infrastructure companies as platforms, you know, if you think about the software market as the relatives, the value of AWS and Microsoft and Google cloud versus the software companies built on top or all of the…
Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
- ▶ 25:58 Tomasz Tunguz So there was Redshift and there was GCP and the, the company was growing very quickly and the market was there.
- ▶ 30:59 Tomasz Tunguz So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and, um, uh, Azure, it's about a 2.1 trillion dollar market cap just for the cloud businesses.
Fivetran's Lauren Schwartz: Must-Ask Questions to Identify Potential Sales Talent | 20VC #939 · 20VC with Harry Stebbings
- ▶ 7:24 Lauren Schwartz And so we work really closely with a number of our partners, Snowflake, Databricks, GCP, AWS, and go to market with their sales teams.
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?
- ▶ 4:38 Olivia Nottebohm And broad SMB business over it at Google Cloud and had a number of tremendous leaders over there.
- ▶ 5:58 Olivia Nottebohm And then the second takeaway, I would say after two years, I went over and joined Diane green over at Google cloud.
20VC: a16z's Ben Horowitz on How To Create An Environment of Trust with Founders, How and Why Creating Shocking Rules Is So Impactful To Culture & What The Samurai, Shaka Senghor and Toussaint Teach Us About Company Culture Building
- ▶ 15:21 unnamed speaker So, like, I mean, I think a really good example is Google trying to build Google Cloud, right?
20VC: Bessemer's Byron Deeter On Lessons From Investing in 14 $Bn Companies, What The Heck Is Going On In Cloud Today and Why Cloud IPO Floodgates Are About To Burst Open
- ▶ 7:51 Byron Deeter And then similarly for Google Cloud with the move from Diane to Thomas, bring Thomas over from Oracle and trying to reinvigorate an enterprise motion there.
20VC: Why Investors Have The Biggest Problem with Bias, Why Our Job Is To Maximise Risk & Why It Is Essential To Get Good at Losing with True Ventures Founder, Jon Callaghan
- ▶ 25:30 John Callaghan Is there anyone at, you know, big company ABC that you want to talk to about AWS or, you know, Google cloud, you know, that kind of thing, right?
20VC: How Investors Can Get Into The Best Deals & Why Founders First Point Of Contact Should Be With The Investment Decision-Maker with Spencer Kimball, Founder & CEO @ Cockroach Labs
- ▶ 4:16 Spencer Kimball And they also then quickly iterated to what was something called Megastore, and then finally to Spanner. 4 times in the scene
- ▶ 27:18 Spencer Kimball It's very much concerned with feature parity with Spanner, Google's cloud Spanner product. 2 times in the scene
20VC: How Every VC Firm Is A Marketplace, Why A Large Amount of Promise in AI Today Is Impossible & Entrepreneurs 3 Main Pain Points of Fundraising with Alex Mittal, Founder & CEO @ Funders Club
- ▶ 25:25 Alex Mittal So like, uh, Google has a, the cloud vision API, for example, where a normal developer would have no access to that, that extent of data and potentially computation power to be able to recognize images and classify them, for example.