Google Cloud, every mention

14 scenes · ← back to Google Cloud

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every year anyone Brad Gerstner 8Dylan Patel 4Satya Nadella 2Jensen Huang 2Bill Gurley 1

Verbatim, from the transcripts: the passages where Google Cloud comes up

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All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod Oct 31, 2025 · 1 mention

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 1 mention

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 1 mention

  • ▶ 42:16 Bill Gurley I was just inferring in your question, maybe I shouldn't have been that, that they'll have an advantage for Google cloud.

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 2 mentions

  • ▶ 25:41 Brad Gerstner They basically are monitoring your company's workloads that are occurring in AWS, GCP, Azure, et cetera, and what code can be deployed on those platforms. 2 times in the scene

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 4 mentions

  • ▶ 6:33 Dylan Patel Uh, they do buy some for some other internal workloads, but by and large, their GPU purchases are for Google Cloud to then rent out to customers.
  • ▶ 1:12:27 Dylan Patel You know, there's a lot of software that DeepMind uses that just is not available to Google Cloud. 3 times in the scene

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 12, 2024 · 2 mentions

  • ▶ 16:56 Satya Nadella And so, ever since I've been obsessed with language, and along with Kevin, in fact, the first time, um, uh, yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and, uh, we gave them some…
  • ▶ 42:31 Satya Nadella They were all customers of GCP or they were customers of AWS.

Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod Oct 31, 2024 · 1 mention

  • ▶ 42:26 Brad Gerstner You know, if you look at Google in the quarter, GCP has accelerated its revenues by up to plus 35% year on year, ok?

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 2 mentions

  • ▶ 23:45 Jensen Huang We disaggregate all of it, and we integrate it into GCP.
  • ▶ 29:02 Jensen Huang Um, when I work with, when we work with, um, all the GCPs, the GCPs Azure, we present our roadmap to them years in advance.

Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 25, 2024 · 1 mention

  • ▶ 31:34 Brad Gerstner and, you know, and, and, and, and, and a Google Cloud or Microsoft Azure on the, on the enterprise side.

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 1 mention

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod Feb 8, 2024 · 1 mention

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