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Google Cloud

also referred to as: gcp · google cloud platform

part of Google includes Google Cloud Next, Google Cloud BigQuery, Google Cloud Vertex AI, Google Cloud TPU

28 statements across 7 episodes · 20 bullish · 3 bearish · 5 people on the record · first statement Apr 9, 2025 by Thomas Kurian · said 84 times in 40 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Alex Kantrowitz (50), Ranjan Roy (13), M.G. Siegler (5), Thomas Kurian (3), Sridhar Ramaswamy (2), Reed Albergotti (2), David Cahn (2), Suhail Doshi (1)

tap a year for its mentions
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001.3102.5202023202420252026episodesmentions per episode
2026 44 mentions in 19 episodes 2 per episode
2025 28 mentions in 14 episodes 2 per episode
2024 5 mentions in 4 episodes 1 per episode
2023 7 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Google Cloud, oldest first

Apr 9, 2025 bullish
Assertion Not checkable as stated
Kurian: Google Cloud grew from 1,000 partners in 2019 to 100,000 today
“In 2019, we had about a thousand partners. Today we have a 100,000.”
Thomas Kurian Apr 9, 2025 ▶ 51:41 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 negative
Insight
Kurian: Separate AI add-on subscriptions prevent daily habit formation for employees
“It requires people to change the way they work, and we want to drive daily usage of AI, and because it change, needs to change the way they work, you want them to get used to using it. If, hey, this group of users in a company gets it, that group of users is n…”
Thomas Kurian Apr 9, 2025 ▶ 33:06 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 positive
Assertion Supported
Kurian: Google Cloud reduced AI inference costs 20x in 2024
“Like if you look at just 2024, we've reduced the cost of inferencing, and you can see it in our prices of the models by a factor of 20 times.”
Thomas Kurian Apr 9, 2025 ▶ 25:00 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 positive
Assertion Not checkable as stated
Kurian: Google Search, Cloud, and YouTube share the same inference stack
“And one benefit we have at Google is all our services, whether that's search or us or YouTube, this inferencing of the same stack and same model series. So the model learns very quickly from all that reinforcement learning feedback and gets better and better.”
Thomas Kurian Apr 9, 2025 ▶ 11:59 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 positive
Assertion Supported
Kurian: Google Cloud offers 200 models on its platform
“We offer 200 models in our platform.”
Thomas Kurian Apr 9, 2025 ▶ 7:53 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 bullish
Assertion Not checkable as stated
Over two million developers build daily on Google Cloud's AI platform
“We have over two million developers building every day, every morning, every night using our AI platform”
Thomas Kurian Apr 9, 2025 ▶ 6:14 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 positive
Assertion Open · timeframe Apr 2028
Ford uses Google Cloud TPUs for digital wind tunnel simulations
“Ford Motor Company, for example, when they brought their, ah, they wanted to use our chips and our system called TPU, Tensor Processing Unit, to model air flow and wind tunnel simulation using Computers rather than physical wind tunnels, so they're doing that …”
Thomas Kurian Apr 9, 2025 ▶ 1:45 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 bullish
Prediction Held up
Kurian: Cloud adoption will definitely surpass 50% of IT workloads
“We definitely see it getting north of 50%.”
Thomas Kurian Apr 9, 2025 ▶ 52:34 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 positive
Assertion Not checkable as stated
Google Cloud sales reps receive no extra pay for selling DeepMind models
“Our field is not compensated any differently. Our partner ecosystem is able to use all the models in the platform, and most importantly, we have very large Anthropic customers running on GCP.”
Thomas Kurian Apr 9, 2025 ▶ 9:35 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 positive
Assertion Not checkable as stated
Kurian: Google Cloud releases DeepMind models to developers within hours
“In fact, we're staging models out to the developer ecosystem within a matter of a few hours after they're finally built.”
Thomas Kurian Apr 9, 2025 ▶ 11:42 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 positive
Disclosure
Kurian: Google Cloud avoided building professional services to attract partners
“We made a decision early on. We're not going to have a big professional services organization specifically so that we can attract the partner community.”
Thomas Kurian Apr 9, 2025 ▶ 51:29 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 bullish
Assertion Partly supported
AES cut end-of-quarter audits from 14 days to one hour using AI
“A company called AES. It's a energy utility. It's an energy company. It builds you know, and delivers energy different parts of the world. It used to take them 14 days to run their end of quarter audit. They do it in one hour now.”
Thomas Kurian Apr 9, 2025 ▶ 38:23 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 neutral
Assertion Not checkable as stated
Kurian: OpenAI is the only major model Google Cloud does not offer
“The only model we don't offer today is OpenAI, and that's not because we don't want to offer their model.”
Thomas Kurian Apr 9, 2025 ▶ 8:54 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 negative
Opinion
Kurian: Competitors attack Google because their own AI models are terrible
“If you don't have your own model, or you have a model of your own, but it's terrible, naturally you're going to say something like that.”
Thomas Kurian Apr 9, 2025 ▶ 9:49 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 bullish
Assertion Contradicted
Kurian: No enterprise software company grew faster than Google Cloud since 2019
“And to grow from the scale we were in 2019 to where we are now, No other enterprise software company has grown that fast, and that's a credit to our sales organization.”
Thomas Kurian Apr 9, 2025 ▶ 50:09 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 positive
Assertion Not checkable as stated
Kurian: Every Walmart transaction is processed in Google Cloud
“You know, every transaction that happens at a Walmart gets into our cloud to allow them to do analysis of how much inventory do they need to replace, which customers are buying, what products are selling.”
Thomas Kurian Apr 9, 2025 ▶ 53:14 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 positive
Disclosure
Kurian: Google Cloud is deploying infrastructure into McDonald's restaurants
“If you look at the work we're doing with McDonald's, we're putting our cloud into the restaurants.”
Thomas Kurian Apr 9, 2025 ▶ 54:02 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 bullish
Assertion Not checkable as stated
Kurian: AgentSpace is Google Cloud's fastest-growing product ever
“Yes. We're very proud of it, yes.”
Thomas Kurian Apr 9, 2025 ▶ 30:40 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 bullish
Assertion Partly supported
Kurian: Google's AI Assistant for Verizon Call Centers Achieves 96% Accuracy
“We've helped them build something called a personal research assistant, so that if I am a call center person, and you call me saying, here is my set of issues, and we can, how long does it take to research that information and put it back in front of you, so t…”
Thomas Kurian Apr 9, 2025 ▶ 37:33 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Apr 9, 2025 neutral
Prediction Not checkable as stated
Kurian: AI model pre-training will continue to see diminishing returns
“There are gains to be had. I don't think they will be at the same ratio as earlier because just, you know, there's always a lot of diminishing returns at some point. I don't think we are at the point where there are no more gains, but I think we won't see the …”
Thomas Kurian Apr 9, 2025 ▶ 17:56 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Aug 11, 2025 positive
Opinion
Masad: Core infrastructure systems engineers have enduring job security
“So I think engineers there have job security for the foreseeable future, right? Because of the problem of stochasticity of these models and all of that, you need every line of code to be reviewed and managed very carefully.”
Amjad Masad Aug 11, 2025 ▶ 26:06 Vibe Coding: Everything You Need To Know — With Amjad Masad
Oct 6, 2025
Insight
Siegler: OpenAI must build Google Cloud before Google builds ChatGPT
“And so my headline idea was basically open AI needs to build Google cloud before Google can build chat GPT.”
M.G. Siegler Oct 6, 2025 ▶ 22:02 OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
Nov 3, 2025 negative
Assertion Supported
Roy: 150 Google Cloud AI customers generate only $150M in token revenue
“Sundar basically like proudly saying, a 150 Google cloud customers processed one trillion tokens and then had some kind of standard case study metrics about email open rates and stuff like creating campaign efficiency. But when you actually map out the numbers…”
Ranjan Roy Nov 3, 2025 ▶ 50:15 OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
May 4, 2026 bullish
Assertion Supported
Google Cloud achieved 63 percent growth to reach $20 billion quarterly
“Here we have a clear 63% growth to twenty billion dollars in a quarter for Google Cloud is nuts.”
Ranjan Roy May 4, 2026 ▶ 41:54 OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
May 5, 2026 neutral
Assertion Supported
Siegler: OpenAI owes Microsoft rev share even on AWS and Google
“While Microsoft no longer has to pay revenue share back to open AI still has to pay it to Microsoft and they have to pay it even when they're using AWS or potentially Google in the future.”
M.G. Siegler May 5, 2026 ▶ 40:22 Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
May 5, 2026 positive
Prediction Held up
Kantrowitz: OpenAI Models Are Coming to Google Cloud Platform Soon
“And I anticipate, and you know, given my conversations that I've had with Thomas Curry and the head of Google cloud platform, that it will come to Google fairly soon as well. He wants it there.”
Alex Kantrowitz May 5, 2026 ▶ 36:02 Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
May 18, 2026 bullish
Prediction Didn’t hold up
Kantrowitz: Google Cloud Will Sell OpenAI Models Within Months
“I think Google Cloud is going to start selling open AI models within the next couple of months based off of, you know, just kind of a hunch, right? So they're going to be the infrastructure layer that enables all three big models.”
Alex Kantrowitz May 18, 2026 ▶ 21:52 Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
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