Google Cloud, every mention
25 scenes (2026), the whole family · ← back to Google Cloud
tap a year for its mentions
every year 2026 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