“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.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Thomas Kurian
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 KurianApr 9, 2025▶ 9:49Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Opinion
Kurian questions Microsoft's AI contributions beyond supplying OpenAI with GPUs
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Insight
Kurian: Long-term AI economics depend primarily on inference cost, not training
“First and foremost, in the long run, if AI really scales, the cost you really want to care about is inference cost, because that's what's integrated into serving, and any company that wants to recover the cost of training has to have a large scale inference fo…”
Thomas KurianApr 9, 2025▶ 15:24Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
PredictionNot 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 KurianApr 9, 2025▶ 17:56Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
AssertionNot 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 KurianApr 9, 2025▶ 11:59Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
AssertionSupported
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 KurianApr 9, 2025▶ 25:00Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
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