Google Cloud, every mention
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tap a year for its mentions
every year anyone Jeremy Eliahu-Ontiveros 2Brian Janous 1
Verbatim, from the transcripts: the passages where Google Cloud comes up
Inside the AI power wars
- ▶ 9:49 Jeremy Eliahu-Ontiveros Uh, they used to be, I think, much more first, first party, uh, where they basically just had Google search, but now they also have Google Cloud.
- ▶ 19:55 Jeremy Eliahu-Ontiveros Um, I, I think they understood very well that when, uh, when their biggest customer is Anthropic, and that customer is basically becoming bigger than Google from a gigawatt perspective, uh, there's just no way they're going to be always…
Explaining the 'Watt-Bit Spread'
- ▶ 7:49 Brian Janous That makes demand planning pretty tricky, because even if you have extraordinarily high conviction, as we did in the early twenty-tens, that the cloud market was going to be very large, we did not have incredible conviction on exactly what…