Google Cloud, every mention

10 scenes, the whole family · ← back to Google Cloud

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every year anyone Eric Vishria 3Dan Sundheim 2Ben Thompson 2Jesse Zhang 1Gustav Söderström 1Gavin Baker 1David George 1Alex Sacerdote 1

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

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What Happens When the AI Boom Runs Out of Money · Invest Like The Best Aug 18, 2026 · 2 mentions

Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best Aug 11, 2026 · 3 mentions

  • ▶ 1:39 Eric Vishria Everybody from AWS, to Azure, to GCP, to the Neo Clouds, to the Fireworks based and togethers of the world, like all of them, they all run these stock open source models that are available in their developer pools and everything else. 2 times in the scene
  • ▶ 9:13 Eric Vishria You had new companies forming that were like using the cloud, you know, I think kind of famously like Snapchat, uh, was built on GCP.

Why the AI Boom Is Just Getting Started · Invest Like The Best Jun 9, 2026 · 1 mention

  • ▶ 7:59 Alex Sacerdote Anthropic has been able to stay ahead in coding, and so one difference between the cloud, GCP, AWS, and the AI companies is the cloud's

Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best May 20, 2026 · 1 mention

  • ▶ 1:10:18 Gavin Baker Google's never not going to be in a good position, and then you see that with GCP going crazy.

Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best Feb 24, 2026 · 2 mentions

How a16z Growth Invests · Invest Like The Best Dec 2, 2025 · 1 mention

  • ▶ 25:20 David George Cloud is such an interesting market because the cloud, like if you could just independently own AWS, Microsoft, Azure, and GCP, like those would be some of the most valuable companies in the world.

The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best Oct 6, 2025 · 1 mention

Spotify’s Journey To Profitability · Invest Like The Best May 20, 2025 · 1 mention

  • ▶ 26:55 Gustav Söderström And that does, you know, they, they work with GSP and the cloud and the developer tools and so forth and security and all of that.
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