Google Cloud, every mention
19 scenes (said by David Friedberg), the whole family · ← back to Google Cloud
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
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 1:13:04 David Friedberg There's also GCP. 3 times in the scene
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.
All-In x Kill Tony: A Hilarious Holiday Special
- ▶ 51:49 David Friedberg Go Google Cloud, right?
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
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.
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- ▶ 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
- ▶ 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
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
"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
- ▶ 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.
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.
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
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
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.
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
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.