Google Cloud

“They now last year spent twenty-eight billion dollars in capex, which you should mostly read as data centers. They operate a Hyper-scaler-sized data center footprint, give or take. You know, you think AWS, Azure, Microsoft, and Google Cloud. Meta is the fourth…”

“Microsoft's Productivity and business process segment, which is mostly office. I think LinkedIn is now part of this too. Last year generated over a hundred and twenty billion dollars in revenue. Google reports Workspace as part of the cloud segment. So all of …”

“And today, they're over fifty billion dollars in annual revenue run rate. It's growing 30% year over year. They're the fastest growing of the major cloud providers, five X in five years.”

“They hired, like, 10,000 people into the go-to-market organization. I'm not exaggerating that, and that's on a base of a 150 people when he came in, most of which were seeded in California, not regionally distributed throughout the world.”