Google Cloud, every mention
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All-In 134
20VC 92
TBPN 71
Big Technology 70
the MAD Podcast 64
Latent Space 54
the Official SaaStr Podcast 50
the Neon Show 3227 more shows
every year every show All-In 134 20VC 92 TBPN 71 Big Technology 70 the MAD Podcast 64 Latent Space 54 the Official SaaStr Podcast 50 the Neon Show 32 
No Priors 29 
Top Founders 29 
Acquired 27 
the a16z Podcast 24 
Startups For the Rest of Us 21 
Another Podcast 18 
BG2 Pod 17 
the Startup Ideas Podcast 13 
Lenny's Podcast 12 
Invest Like the Best 12 
A Product Market Fit Show 12 
the Y Combinator Startup Podcast 11 
Sourcery 9 
Cheeky Pint 8 
We Live to Build 6 
Starter Story 5 
Capital Allocators 5 
Innovators & Investors 4 
Catalyst 3 
How I Built This 3 
In Depth 2 
My First Million 2 
the Green Blueprint 2 
David Senra 2 
Startup Acquisition Stories 1 
Mixergy 1 
WTF is with Nikhil Kamath 1
Verbatim, from the transcripts: passages where Google Cloud comes up on All-In, 20VC, TBPN, Big Technology, the MAD Podcast
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 45:15 Alex Kantrowitz It's Google Cloud. 4 times in the scene
- ▶ 48:40 Alex Kantrowitz To, you know, basically make bank right now with Google Cloud Platform, and we're going to do the latter. 3 times in the scene
I'm Obsessed With Local AI. Here's Why
- ▶ 13:12 Greg Isenberg You still have Gemini and Google cloud that you can use or another out frontier LLM that you can use.
Orbs: Shifting Coding to Cloud — Quinn Slack, Amp Code
- ▶ 16:52 Quinn Slack That actually, if you can give your orb, you know, your agent running in the cloud, intentionally limited access to your resources so that it can, through something like OIDC, get a token that allows it 30 minutes of read-only access to…
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
- ▶ 43:27 Aaron Katz We go to market with Google Cloud.
Who Owns Your Data Now? Agents vs. Systems of Record on The Agents #013
- ▶ 42:45 Jason Lemkin It's like not a lot of money to Google cloud.
Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
- ▶ 28:31 Gonen Stein Uh, and even before we, we sold our last company, Cloud Indoor to AWS, we, uh, supported similar, uh, large scale enterprise migrations with the other hyperscalers with, uh, with Azure and with GCP, where our product was, uh, was…
How AI Changes the Economics of Innovation
- ▶ 52:47 Martin Casado That's an asset of engineering.
What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- ▶ 51:43 Ben Thompson There's a reason they're using Google Cloud and NVIDIA chips, but you can certainly imagine a future where, where that's the case.
- ▶ 56:02 Ben Thompson They had 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
Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- ▶ 1:39 Eric Vishria Everybody from AWS, to Azure, to GCP, to the Neo Clouds, to the Fireworks based and togethers of the world, like all of them, they all run these stock open source models that are available in their developer pools and everything else. 2 times in the scene
- ▶ 9:13 Eric Vishria You had new companies forming that were like using the cloud, you know, I think kind of famously like Snapchat, uh, was built on GCP.
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- ▶ 48:11 M.G. Siegler And another team over here that wants to do it this way, probably a third team over here, like they butt heads and they, they're all, but, and they're all competing for resources because not only does Google have to have internal…
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
- ▶ 25:18 John Coogan Uh, on the other side, GCP is working. 4 times in the scene
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 7:43 Brad Gerstner They're sitting there dealing with this channel conflict at Google because, you know, uh, Google cloud wants all of the compute in order to rent it out to anthropic.
- ▶ 12:35 Jason Calacanis Well, if you look at Google Cloud, they posted 82% year-over-year revenue growth, which is something we've never seen in the history of these cloud providers. 3 times in the scene
Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- ▶ 3:44 John Coogan The, ah, when quarterly earnings happening, happen, you get YouTube numbers, you get Google Cloud numbers, and so having a CEO of those divisions made a lot of sense of those organizations, but DeepMind was always a, was always a unit that…
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%.
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 7:08 David Cahn There's cloud infrastructure, AWS, Azure, GCP, about a five hundred billion dollar market.
- ▶ 51:49 David Cahn Um, so I think Azure and Google and GCP have kind of caught up and have pretty, some pretty good advantages on AI cloud.
The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
- ▶ 22:46 Jason Lemkin Google Cloud used it to trade their team, right?
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 51:45 Reed Albergotti Like if these are cloud services, actually more and more people are using Google cloud. 2 times in the scene
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
- ▶ 23:04 unnamed speaker Uh, dollars and 11 cents comfortably beating expectations while Google Cloud revenue surged 82% year over year to nearly 24.8 billion.
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
Alexandr Wang: “This is a Once-in-a-Civilization Opportunity” · Y Combinator
- ▶ 4:55 Alexandr Wang Uh, GCP account.
RSI Is Closer Than People Think, Per Tae Kim
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 11:45 Alex Kantrowitz Now, Cloud is growing for Google.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 1:07:26 Jason Calacanis Google Cloud growing. 3 times in the scene
- ▶ 1:13:04 David Friedberg There's also GCP. 3 times in the scene
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- ▶ 2:48 unnamed speaker Uh, with Semi-Analysis sort of jokingly maybe posting Google Cloud generates revenue primarily from the sale of TPU systems. 5 times in the scene
Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- ▶ 44:40 Ranjan Roy Actually, you, you can even feel that big company, uh, under, like, in the same article it talked about Google Counter, co-founder Sergey Brin and others were advocating for Google to move faster to seize opportunities in AI coding, but… 3 times in the scene
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?
Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
- ▶ 36:01 Rory O'Driscoll Now you walk into one SaaS company and they're saying we got to commit a billion to, um, you know, Google Cloud, and the other guys are saying I'm spending 10%.
Podcast Crossover: AIE, AGI, frontier lab strategy with @matthew_berman and @swyxtv
- ▶ 26:04 Shawn Wang There have been companies that were all in on AWS, or all in on GCP, and there have been other companies that were multi-cloud, they're always, you know, like, I'll use the, the Terraform, the whatever.
Inside the AI power wars
- ▶ 9:49 Jeremy Eliahu-Ontiveros Uh, they used to be, I think, much more first, first party, uh, where they basically just had Google search, but now they also have Google Cloud.
- ▶ 19:55 Jeremy Eliahu-Ontiveros Um, I, I think they understood very well that when, uh, when their biggest customer is Anthropic, and that customer is basically becoming bigger than Google from a gigawatt perspective, uh, there's just no way they're going to be always…
Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
- ▶ 22:27 Matt Miller It was about thinking about a world where developers that have domain experience working on backend, infra, GCP, AWS specific experience, we're going to fundamentally change to be operations, founders, people outside of those orgs that…
Why Asking the Right Questions Is the Most Important Skill in the AI Age
- ▶ 3:45 Jonathan Ross Like, things where there's risk, you know, I'll spin up a, a server in GCP or AWS, and I'll just start building stuff.
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?
The Meta Compute Debate | Diet TBPN
- ▶ 0:12 John Coogan Meta platforms is developing plans for a cloud infrastructure business to sell access to AI computing power and models competing with industry leaders like AWS and GCP.
- ▶ 13:56 John Coogan The bullish take is if meta is building a cloud business, even if they are using idle compute, which means they aren't compute constrained, they might end up spending more on capex to compete with GCP, AWS, and Azure.
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
- ▶ 20:33 unnamed speaker Yeah, Google Cloud.
He quit Stripe and hit $10M ARR in 4 years—with $0 marketing spend. | Anurag Goel, Founder of Render · PMF Show
- ▶ 23:55 Anurag Goel and it all comes down to organizational DNA and organizational incentives and where the money is coming from for these people and for AWS and GCP and Azure, all the money
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 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…
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:16:53 Chamath Palihapitiya Here's GCP.
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
Cloudflare CEO: The Internet's Business Model Is Dead
- ▶ 12:54 Matthew Prince We, um, you know, we're, we're, we're sort of the next generation, um, sort of AWS or, or Google cloud where we're, we've rethought how that works.
AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian
- ▶ 37:57 Alex Kantrowitz Um, I mean, as long as you're using their cloud, as long as you're using Google's cloud, right. 2 times in the scene
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- ▶ 6:48 Jordi Hays They won't even go over to Azure or Google cloud.
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?
Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
- ▶ 59:45 Shashank Saxena Tomorrow you walk in and sell, try to sell the product, and the customer's like, oh yeah, the, whatever, name your LLM, Gemini guys, GCP guys, Anthropic guys, OpenAI guys, they were here, and they said this is on their roadmap, and they're…
- ▶ 1:04:56 Shashank Saxena So my head of engineering, instead of going to my previous company and hiring, which I absolutely love them, so it's not a thing on them, I hired someone from Databricks and GCP.
Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1
- ▶ 2:42 Matthew Prince At a AWS or a Google Cloud.
WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN
- ▶ 19:08 unnamed speaker Into Google Cloud. 2 times in the scene
Why the AI Boom Is Just Getting Started · Invest Like The Best
- ▶ 7:59 Alex Sacerdote Anthropic has been able to stay ahead in coding, and so one difference between the cloud, GCP, AWS, and the AI companies is the cloud's
WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN
- ▶ 13:02 unnamed speaker Are they saying private cloud and really it's like a corner of GCP?
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 6:49 Thomas Laffont Now even bigger than Google Cloud and Azure.
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 23:57 Sarah Friar Oracle, um, CoreWeave, um, Microsoft, GCP, AWS, and a bunch of small neo-scalers.
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?
⚡️ Google's Open AI Strategy — Omar Sanseviero, Google DeepMind
- ▶ 3:58 Omar Sanseviero So think of Google Cloud, Vertex, Vertex Models as a Service,
The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway
- ▶ 18:59 Jake Cooper And so what we can do is, um, you know, we work with AWS and GCP and a few of those, you know, other, other clouds, like we can just rent. 2 times in the scene
- ▶ 1:27:55 Alessio Fanelli Sorry, Google Cloud.
Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- ▶ 1:10:18 Gavin Baker Google's never not going to be in a good position, and then you see that with GCP going crazy.
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN
- ▶ 12:51 unnamed speaker There was no backlash to Google Cloud through 15 years or 10 years of building AWS.
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- ▶ 21:52 Alex Kantrowitz I think Google Cloud is going to start selling open AI models within the next couple of months based off of, you know, just kind of a hunch, right?
- ▶ 42:44 Alex Kantrowitz I mean, Google Cloud platform on the back of Gemini went up 62%. 2 times in the scene
How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
- ▶ 6:06 Poojan Kumar You know, it was, you know, still, you know, relatively early days, you can say of public cloud, you know, AWS had done well, and then Azure was trying to do, and GCP was, you know, significantly behind, but again, you know, early…
- ▶ 22:49 Poojan Kumar And then, you know, Azure came in, and then GCP, and of course, you know, ah, we have GCP, we have, we have Azure, we have AWS, and again, we have OCI. 2 times in the scene
- ▶ 26:17 Poojan Kumar No matter what, you really have to go and figure out which public cloud, you know, is the right one for you and which application is the one you want to put like, okay, maybe in some cases of analytics thing, you want to maybe go GCP,…
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 5:46 Jason Calacanis He's now in the hyperscaler, competing against Google Cloud, Amazon Web Services, and Azure, and I don't know if you had inside information or just a brilliant epiphany, but take us behind the call, and what do you think about the deal…
- ▶ 20:38 Jason Calacanis But if you look at the footprint of Amazon Web Services, Azure and GCP, you're looking at, you know, 300 billion dollars in revenue and a market cap of combined five trillion, four trillion, if these were independent companies.
- ▶ 1:00:25 Jason Calacanis GCP, Google Cloud, eighty billion. 4 times in the scene
- ▶ 1:14:42 Brad Gerstner We saw Google Cloud grow 63% in the quarter.
Software's Path Forward In The Agentic AI Era — With ServiceNow's Amit Zavery
- ▶ 22:15 Alex Kantrowitz You've been at Oracle, you were at Google Cloud, as Google Cloud was at the beginning of its ascent, and now you're here at ServiceNow, you're working on this AI change. 2 times in the scene
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
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 36:02 Alex Kantrowitz And I anticipate, and you know, given my conversations that I've had with Thomas Curry and the head of Google cloud platform, that it will come to Google fairly soon as well. 3 times in the scene
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- ▶ 41:01 Alex Kantrowitz Uh, you look at Google cloud, Google cloud grew, 3 times in the scene
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 14:20 David Friedberg Actually, if you look at all the vertex use, Google claims that 75% of GCP customers are active users of vertex.
- ▶ 42:06 Jason Calacanis Google Cloud, which includes the Google Suite, that grew 63% year on year.
- ▶ 47:31 David Sacks I mean, again, you got Microsoft Azure, Google Cloud, Amazon, AWS, Meta, they're all basically exceeding expectations, exceeding guidance in terms of where their cloud revenue would be, and therefore how much they're going to reinvest in…
Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud
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?
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 3:29 unnamed speaker Search, YouTube, Android, Cloud. 2 times in the scene
Roblox’s David Baszucki Built the Biggest Playground on Earth
- ▶ 27:32 David Baszucki And so I would say our, we were great partners with AWS and GCP and others.
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
⚡️ How to turn Documents into Knowledge: Graphs in Modern AI — Emil Eifrem, CEO Neo4J
- ▶ 43:01 Shawn Wang Do you know how, okay, so I got so excited about Cloud Cowork because I could use it to navigate the GCP dashboard.
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
OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
- ▶ 52:11 Aaron Levie GCP was called Google App Engine.
The history and future of AI at Google, with Sundar Pichai
- ▶ 14:30 Sundar Pichai Search to YouTube to Cloud to Waymo all relies on progress in this.
- ▶ 54:17 Elad Gil How do you think about that in the context of GCP and Google Cloud?
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