Google Cloud, every mention
5 scenes (said by David Sacks), 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
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 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…
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 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.
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.
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…