The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Calacanis: Google Cloud posted record 82% year-over-year revenue growth
“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.”
Pichai: YouTube and Google Cloud reached $110B run rate last year
“Last year, we exited a combination of YouTube and cloud at hundred and ten billion dollars.”
Jason Calacanis: Google Cloud grew 63% year-over-year to $20B in a quarter
“Google Cloud, which includes the Google Suite, that grew 63% year on year. Let that number sink in. 63% on twenty billion in revenue. That's in a quarter.”
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…”
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.”