Google Cloud, every mention

18 scenes (2025), the whole family · ← back to Google Cloud

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every year 2025 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

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Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings Dec 18, 2025 · 1 mention

a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings Dec 15, 2025 · 1 mention

  • ▶ 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 Nov 27, 2025 · 1 mention

  • ▶ 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 Nov 24, 2025 · 1 mention

  • ▶ 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 Nov 10, 2025 · 3 mentions

  • ▶ 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 Oct 27, 2025 · 1 mention

  • ▶ 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 Oct 17, 2025 · 2 mentions

  • ▶ 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 Oct 9, 2025 · 1 mention

  • ▶ 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 Oct 2, 2025 · 2 mentions

  • ▶ 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 Aug 4, 2025 · 1 mention

  • ▶ 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 Jul 28, 2025 · 1 mention

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 Jul 27, 2025 · 1 mention

  • ▶ 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 Jun 2, 2025 · 2 mentions

Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings May 22, 2025 · 1 mention

  • ▶ 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 Feb 24, 2025 · 3 mentions

George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings Jan 22, 2025 · 1 mention

  • ▶ 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 Jan 8, 2025 · 1 mention

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