Google Cloud, every mention
9 scenes (said by David Rosenthal) · ← back to Google Cloud
tap a year for its mentions
every year anyone Ben Gilbert 17David Rosenthal 9Christina Cacioppo 1
Verbatim, from the transcripts: the passages where Google Cloud comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 3:28:54 David Rosenthal There are two aspects of Google Cloud that I don't think they first saw back when they started the business with App Engine, but are hugely strategically important to Google today.
Novo Nordisk (Ozempic) · Acquired
- ▶ 2:24:55 David Rosenthal Probably also for their infrastructure and for Google Cloud.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 44:07 David Rosenthal All within Google Cloud.
- ▶ 1:24:27 David Rosenthal Via other clouds, so Azure and Oracle and Google.
- ▶ 1:26:02 David Rosenthal And even more for Nvidia, more important longer term, for enterprises that buy this, Nvidia now has a direct sales relationship with those companies, not necessarily intermediated by sales through Azure or Google or AWS, even though
- ▶ 2:10:47 David Rosenthal They're only going to be in GCP.
Arena Show Part I: Idea Dinner + YC Continuity · Acquired
- ▶ 30:38 David Rosenthal Azure and Google Cloud are growing faster, and Amazon, despite being the early leader in cloud, might actually end up losing this market.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 1:47:46 David Rosenthal Like, you can get NVIDIA GPUs in AWS and Azure and Google Cloud, and that is part of the growth story for NVIDIA, too.
- ▶ 1:49:32 David Rosenthal Well, and at least with Google, they have Google Cloud that they can sell it through.