Google Cloud
also referred to as: google cloud platform
part of Google
6 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Feb 8, 2024 by Brad Gerstner · said 17 times in 11 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (8), Dylan Patel (4), Satya Nadella (2), Jensen Huang (2), Bill Gurley (1)
tap a year for its mentions
2025 5 mentions in 4 episodes 1 per episode
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 12 mentions in 7 episodes 2 per episode
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Google Cloud, oldest first
Feb 8, 2024 bullish
Feb 8, 2024 bearish
Oct 13, 2024 neutral
Dec 12, 2024 positive
Nadella: Shopify, Stripe, and Spotify became Azure users via OpenAI APIs
“Take, you know, Shopify or Stripe or Spotify. These were not customers of Azure. They were all customers of GCP or they were customers of AWS. So suddenly we got access
Do many, many more logos who are all quote unquote digital natives who are using Azure in …”
Dec 12, 2024 neutral
Nadella: OpenAI Briefly Used GCP Before Returning to Microsoft for Transformers
“The first time yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and we gave them some credits, and that time, they were more into RL, and Dota II, and what have you, and that was interesting and then we stopped …”