Google Cloud
also referred to as: gcp
part of Google includes Google Cloud Next
13 statements across 10 episodes · 6 bullish · 1 bearish · 6 people on the record · first statement Apr 28, 2023 by Jason Calacanis · said 138 times in 55 episodes since 2020 · across every show →
Mentions by year, the whole family
brought up most by Jason Calacanis (49), David Friedberg (48), Chamath Palihapitiya (22), Sundar Pichai (8), David Sacks (5), Thomas Laffont (2), Brad Gerstner (2), Sergey Brin (1)
tap a year for its mentions
2026 25 mentions in 9 episodes 3 per episode
- Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- 1 more episode that year, every mention in 2026 →
2025 51 mentions in 19 episodes 3 per episode
- Sundar Pichai, CEO of Alphabet | The All-In Interview
- White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- All-In x Kill Tony: A Hilarious Holiday Special
- DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- 11 more episodes that year, every mention in 2025 →
2024 46 mentions in 15 episodes 3 per episode
- E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- "Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
- Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
- E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
- 7 more episodes that year, every mention in 2024 →
2023 5 mentions in 5 episodes 1 per episode
- E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
- E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- every mention in 2023, scene by scene →
2022 1 mention in 1 episode
2021 8 mentions in 5 episodes 2 per episode
- E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
- E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
- E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
- E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
- every mention in 2021, scene by scene →
Everything said about Google Cloud, oldest first
Apr 28, 2023 positive
Apr 12, 2024 neutral
May 24, 2024 neutral
Jul 26, 2024 positive
Friedberg: Google Cloud generated $10.3B revenue and $1.2B profit last quarter
“GCP in the last quarter did 10.3 billion in revenue, which is up from eight billion in revenue the year before in the same quarter the year before. And importantly, in this past quarter, they're running at a 1.2 billion dollar operating profit out of GCP.”
Sep 10, 2024
Sergey Brin: Google Cloud turns away customers due to compute shortages
“For us, we're kind of building out compute as quickly as we can, and we just have a huge amount of demand. I mean, for example, our cloud customers just want a huge amount of TPUs, GPUs, you name it. You know, we just can't, we have to turn down customers beca…”
May 16, 2025 negative
May 16, 2025 neutral
May 16, 2025 positive
Jun 21, 2025 bullish
Lafont: Synthetic index of AWS, Azure, and GCP is all investors need
“Well, I think all four of us would agree that if we could synthetically own AWS, Azure, and GCP, if I could somehow automagically create an index of all three of those businesses, right, over the next five years, you wouldn't need to own anything else.”
Oct 24, 2025 neutral
Friedberg compares revenue run rates and growth for AWS, Azure, and GCP
“AWS has a hundred twenty-four billion dollar revenue run rate. Microsoft, one hundred twenty billion, and Google Cloud, fifty four billion. But AWS, which is slightly larger than Microsoft, is only growing 17% year over year. Microsoft's 26% year over year, an…”
Oct 24, 2025 neutral
May 1, 2026 positive