Google Cloud, every mention
16 scenes (2026), the whole family · ← back to Google Cloud
tap a year for its mentions
every year 2026 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?