Google Cloud, every mention
77 scenes, the whole family · ← back to Google Cloud
tap a year for its mentions
every year anyone Jason Calacanis 49David Friedberg 48Chamath Palihapitiya 22Sundar Pichai 8David Sacks 5Thomas Laffont 2Brad Gerstner 2Sergey Brin 1Sarah Friar 1
Verbatim, from the transcripts: the passages where Google Cloud comes up
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
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
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:16:53 Chamath Palihapitiya Here's 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.
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.
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…
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 7:08 Chamath Palihapitiya AWS and GCP have built such gargantuan businesses.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 2:04:15 Jason Calacanis Thousands of customers, tens of thousands eventually, and that's where you're going up against Azure, AWS, and Google Cloud, yeah?
All-In x Kill Tony: A Hilarious Holiday Special
- ▶ 1:59 Jason Calacanis I would like to thank Google Cloud for their incredible servers. 2 times in the scene
- ▶ 51:49 David Friedberg Go Google Cloud, right?
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- ▶ 1:37:11 Jason Calacanis iREN sponsored all the VIP spaces with great cocktails, and Google Cloud built out an amazing lounge with spiked hot chocolate and other holiday drinks. 2 times in the scene
Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
- ▶ 6:50 Chamath Palihapitiya So should we think about this as there's, you know, we live in a world, as you said, when, when you're back home here in the U.S., there's AWS, there's GCP, there's,
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 29:49 David Friedberg There's effectively three major cloud vendors that compete with one another, AWS, Microsoft, and GCP or Google Cloud. 6 times in the scene
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 46:39 Jason Calacanis It's available on GCP.
- ▶ 59:39 Chamath Palihapitiya Last generation of the internet, you'd run on AWS, but then you'd bid it against GCP, you'd bring in Azure, you'd say who is cheaper, because ultimately, you're running a database, you know, you're running, I don't know, pick your service,…
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 7:40 Jason Calacanis Google Cloud's back offering 350 K in credits to Google Cloud for startups. 2 times in the scene
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 1:35:58 David Friedberg And there's multiple clouds, by the way, I went to the Google next event last year.
- ▶ 1:36:44 Thomas Laffont 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…
Tony Robbins | All-In Live from Miami
- ▶ 43:55 Jason Calacanis And special thanks to my friends, including Shane over at Polymarket, Google Cloud, Solana, and BVNK.
The Formula for Building America's Happiest City: Miami Mayor Francis Suarez | All-In Live
- ▶ 22:53 Jason Calacanis And special thanks to my friends, including Shane over at Polymarket, Google Cloud, Solana, and BVNK.
Nico Rosberg on the Booming Business of F1 | All-In Live from Miami
- ▶ 23:24 Jason Calacanis And special thanks to my friends, including Shane over at Polymarket, Google Cloud, Solana, and BVNK.
Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
- ▶ 27:29 Jason Calacanis And special thanks to my friends, including Shane over at Polymarket, Google Cloud, Solana, and BVNK.
Sergey Brin, Google Co-Founder | All-In Live from Miami
- ▶ 25:49 Sergey Brin and we were one of the big, uh, uh, purchasers of NVIDIA chips and we have them in Google Cloud available for our customers, uh, in addition to TPUs.
- ▶ 32:15 Jason Calacanis And special thanks to my friends, including Shane over at Polymarket, Google Cloud, Solana, and BVNK.
Sundar Pichai, CEO of Alphabet | The All-In Interview
- ▶ 14:21 Sundar Pichai We had workspace and cloud, but really turning them into robust businesses, right, as well as great products. 3 times in the scene
- ▶ 19:05 Sundar Pichai Uh, half of that is going towards our cloud business in twenty-twenty-five. 2 times in the scene
- ▶ 39:02 Sundar Pichai Like, just for example, we are supply constrained this year in our cloud business, right?
- ▶ 58:25 Sundar Pichai So, like, I mean, Waymo is going to keep getting better because of the same work we do in Gemini and AI over time as Google Cloud, to Search, to YouTube, to Isomorphic, to Robotics, etc. 2 times in the scene
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 9:43 Jason Calacanis And they just launched their crypto exchange here in the US, so if you love All In, do me a favor, go check out OKX, and thanks to some of our other partners, Solana, Google Cloud, BVNK, Circle, shout out my guy Jeremy Lair, and my brother…
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 54:29 Chamath Palihapitiya So let me tell you what Nvidia told me, and then I think it relates to GCP. 2 times in the scene
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- ▶ 33:06 Jason Calacanis If you don't know what Wiz is, just imagine you have cloud services like Microsoft's Azure, Amazon Web Services, Google's cloud, Oracle's cloud.
- ▶ 51:35 David Friedberg Has become such a kind of top requirement and product category that it now effectively enables a beachhead type model to be successful, meaning you can cross sell the security into all of your existing customers, or there's enough new… 6 times in the scene
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 55:17 Chamath Palihapitiya GCP and Azure eat these guys for breakfast, lunch, and dinner. 2 times in the scene
- ▶ 1:33:32 David Friedberg And then, um, we build everything at Ohalo on GCP, and we run a bunch of different models. 2 times in the scene
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- ▶ 1:09:18 Jason Calacanis Cloud revenue is up 30% year over year. 3 times in the scene
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 1:44:24 David Friedberg By the way, another one I wanted to kind of play with was Microsoft, AWS, and Google Cloud revenue growth. 2 times in the scene
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
- ▶ 30:08 Jason Calacanis Google cloud. 3 times in the scene
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 6:10 David Friedberg To, uh, Excel events, hexcladmerch.com, Athletic Brewing, The Ridge, the greatest law firm on earth, Cooley, Velocity Black, and our big enterprise software partnership sponsor, Google Cloud. 7 times in the scene
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- ▶ 6:28 Jason Calacanis Cloud, forty billion in revenue, growing 30%. 6 times in the scene
- ▶ 27:53 David Friedberg Cloud isn't search or advertising?
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
- ▶ 1:17:12 David Friedberg It has nothing to do with like owning cloud.
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 4:29 Jason Calacanis And just so if you don't know what they do, they help people secure their data in clouds like AWS, Azure, Google cloud, all that good stuff. 6 times in the scene
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 41:39 Jason Calacanis It's not clear whether A-sixteen is purchasing these or they're just gonna pay for them on AWS or Google, Google Cloud or some other provider.
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 45:29 David Friedberg There's a tight integration between Google's TPU stack, and then the ML instances and the tools that you can use in Google Cloud that are optimized for use on that TPU hardware.
- ▶ 54:57 Jason Calacanis So you would compare this business to Amazon Web Services, Google Cloud, Azure.
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 37:05 Chamath Palihapitiya So I think it's, it's likely that Nvidia goes on a full frontal assault against GCP and Amazon and Microsoft.
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
- ▶ 14:57 Jason Calacanis The conflict in the Middle East between Israel and Palestine, and so they took over, literally took over the offices of the CEO of Google Cloud, and nine employees were arrested after refusing to leave.
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
- ▶ 14:00 David Friedberg Yeah, I went to the Google Next conference, but I will say, first off, like, no crime in Vegas. 3 times in the scene
- ▶ 14:11 David Friedberg I ended up going out because at Ohalo, we did a partnership with, with GCP. 5 times in the scene
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
- ▶ 55:37 Chamath Palihapitiya If you want to run Mistral on GCP, great. 2 times in the scene
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- ▶ 1:03:46 Chamath Palihapitiya My idea was just that they should launch a huge competitor to AWS, Azure, and GCP.
E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
- ▶ 23:16 David Friedberg Because the other hedge that Google has is GCP and the tooling that they've built in GCP can enable and support and be integral to a lot of alternatives and competitors to what ultimately might be search. 2 times in the scene
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 19:42 Chamath Palihapitiya You have to just keep in mind, I think, Freiburg, what you said is very true for GCP spend, but not necessarily for Google spend.
- ▶ 25:55 David Sacks I mean, these enterprises are using Azure, they're using Google cloud and so forth.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- ▶ 33:35 David Sacks This is net new ARR added for AWS, Azure, and Google cloud.
- ▶ 1:08:54 Chamath Palihapitiya So for example, whenever, like, if you were using a lot of Google services, like GFS, Bigtable, BigQuery, you know, TensorFlow, the versions that you had access to via GCP was always one or two generations behind what the Google employees…
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 1:11:04 Chamath Palihapitiya So the folks that are the AWS is the azures and the GCPs of the world, or the
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 55:53 Chamath Palihapitiya When a foreign person transacts with an infrastructure as a service provider, so Azure, Google Cloud, Amazon, to train a large AI model with potential capabilities that could be used in malicious cyber-enabled activity, they propose…
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 30:05 Chamath Palihapitiya It's like, I think that Jcal, that's probably the simplest thing for AWS GCP and Azure to do.
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
- ▶ 21:31 Chamath Palihapitiya Oh, well, we think GCP is better for this specific workload.
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- ▶ 40:53 David Friedberg We've seen Google share alpha fold and share a number of predictive models and toolkits and make them publicly available and put them in Google's cloud.
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 23:40 Chamath Palihapitiya Now, I don't know if that happened, but I'm sure that if it hasn't just bidding that out to Azure GCP and AWS can raise, you know, three or four billion dollars, because I'm sure those companies would want this kind of an app on their…
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- ▶ 34:06 Chamath Palihapitiya AWS, you know, GCP like infrastructure that has to get built in.
E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
- ▶ 1:01:53 David Friedberg And then you look at Google Cloud. 2 times in the scene
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
- ▶ 17:19 David Sacks And, um, the, the, the slide deck that's available on the company's website lists Twitter, Facebook, Netflix, Disney+, CNN, iHeartMedia, Google Cloud, Amazon Web Services, as some of TMTG's current and future competitors.
E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
- ▶ 31:00 David Friedberg And using a little technical sleuthing, he realized they had been pulled down from the directory, but the raw genomic sample read data was still available on the Google Cloud. 2 times in the scene
- ▶ 1:07:10 David Friedberg I don't think that AWS would have emerged and therefore Google Cloud and all these other alternatives wouldn't have emerged if Amazon didn't have this, yeah, didn't have this incredible.
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
- ▶ 1:01:25 David Sacks And so the cloud has just been so, I mean, and you see this now with, you know, the numbers that Azure and, uh, Google cloud and AWS keep reporting where they're at like tens of billions of revenue and they're still growing like 40, 50% a…
E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
- ▶ 43:26 Chamath Palihapitiya Now, when you talk about five billion people getting access to code, that's basically running an AWS or GCP instance someplace, and you have a one percent, you know, bad guy rate, all of a sudden that one percent really matters. 2 times in the scene