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Google Cloud

also referred to as: gcp · google cloud platform · google cloud services

part of Google includes Google Cloud Spanner, Google Cloud Storage, Google Cloud Dataflow, Google Cloud Functions, Google Cloud Vertex AI, Google Cloud Composer, Google Cloud Run, Google Cloud Anthos, Google Cloud Bigtable, Google Cloud Dataproc, Google Cloud Marketplace, Google Cloud Next and 1 more

12 statements across 10 episodes · 7 bullish · 2 bearish · 10 people on the record · first statement Apr 9, 2018 by Bob Muglia · said 127 times in 41 episodes since 2013 · across every show →

Mentions by year, the whole family

brought up most by Daniel Chia (17), Spencer Kimball (14), Nick Rockwell (12), Matt Turck (11), Amr Awadallah (7), Ali Dasdan (5), Aaron Katz (5), Eliot Horowitz (3)

tap a year for its mentions
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03520132014201520162017201820192020202120222023202420252026episodes it came up in
007.52.515520132014201520162017201820192020202120222023202420252026episodesmentions per episode
2026 6 mentions in 4 episodes 2 per episode
2025 5 mentions in 3 episodes 2 per episode
2024 13 mentions in 5 episodes 3 per episode
2023 8 mentions in 5 episodes 2 per episode
2022 16 mentions in 5 episodes 3 per episode
2021 7 mentions in 4 episodes 2 per episode
2020 13 mentions in 2 episodes 7 per episode
2019 41 mentions in 4 episodes 10 per episode
2018 4 mentions in 3 episodes 1 per episode
2016 7 mentions in 4 episodes 2 per episode
2015 5 mentions in 1 episode
2013 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Google Cloud, oldest first

Apr 9, 2018 positive
Disclosure
Snowflake plans to expand to Microsoft Azure and Google Cloud
“And so, you know, we are getting requests for other clouds, and we hear, you know, hear them about Microsoft and Google and so you'll, you'll see some things coming up in the future.”
Bob Muglia Apr 9, 2018 ▶ 22:11 Fireside Chat with Bob Muglia, CEO at Snowflake (FirstMark's Data Driven)
Jan 17, 2019 negative
Insight
Bhardwaj: Building operational apps needs better abstractions than raw cloud services
“There should be a better way to plug it, to build these applications and to distribute these applications than, like, the building blocks provided by these services.”
Anant Bhardwaj Jan 17, 2019 ▶ 6:11 Why Does The World Need Another Computer? // Anant Bhardwaj, Instabase (FirstMark's Data Driven NYC)
Jan 17, 2019 positive
Disclosure
The New York Times migrated almost all infrastructure to Google Cloud
“This is like the culmination of a long process that we'done to migrate almost everything we're doing to Google Cloud. I'm still a certain asset running at Amazon. So in general, we're doing all of our data processing on Google's data infrastructure now and mos…”
Nick Rockwell Jan 17, 2019 ▶ 12:53 Fireside Chat: Nick Rockwell, CTO of The New York Times (FirstMark's Data Driven NYC)
Jan 17, 2019 bullish
Opinion
Rockwell calls BigQuery Google Cloud's most differentiated and unequaled feature
“Yeah, that, that, that was, and I would say still is the most differentiated element of GTP, and I think it's still unequal, at least in like cloud accessible mass you know, large scale available databases, that kind of thing.”
Nick Rockwell Jan 17, 2019 ▶ 14:39 Fireside Chat: Nick Rockwell, CTO of The New York Times (FirstMark's Data Driven NYC)
Feb 20, 2020 positive
Assertion Supported
Google Cloud reached a $10B annual revenue run rate by early 2020
“Google, very recently, actually I think last week for the first time spit out how much they make from cloud. And the cloud revenue run rate right now is ten billion dollars.”
Amr Awadallah Feb 20, 2020 ▶ 19:02 How to Resurrect Innovation in the Enterprise // Amr Awadallah, Google (FirstMark's Data Driven NYC)
Feb 20, 2020 bullish
Opinion
Google Cloud product maturity is far ahead of AWS and Azure
“So I think, I personally think, and not me, many of the analysts, like Gartner, Forrester, and many others, that the product maturity of what Google has, especially when it comes to data warehousing, or this kind of stuff, application modernization, or machine…”
Amr Awadallah Feb 20, 2020 ▶ 18:14 How to Resurrect Innovation in the Enterprise // Amr Awadallah, Google (FirstMark's Data Driven NYC)
Mar 15, 2021 neutral
Disclosure
Reddit runs production on AWS and analytics/ML on GCP
“From the top view, I'd say we're AWS prod with originally a lot of Postgres For a variety of prod systems, we actually transit almost all that stuff over to GCP, and we use TensorFlow and BigQuery for our analytics and our model concerns”
Jack Hanlon Mar 15, 2021 ▶ 9:36 Fireside Chat: Jack Hanlon (VP Data, Reddit) with Matt Turck (Partner, FirstMark)
Nov 16, 2021 positive
Prediction Held up
Katz: ClickHouse will build a multi-tenant cloud-managed service
“And at the same time in parallel, we are going to build A multi-tenant managed service in the cloud, which will inevitably be deployed on a variety of different cloud platforms, whether it's AWS, GCP, Azure, whether we go to China, like I've done in the past a…”
Aaron Katz Nov 16, 2021 ▶ 16:00 Fireside Chat: Aaron Katz (Co-Founder & CEO, ClickHouse) with Matt Turck (Partner, FirstMark)
Jan 23, 2025 negative
Opinion
Rogojan prefers AWS and GCP due to Azure usability issues
“I have my own qualms with Azure every time I use it. So I just like AWS and GCP slightly better.”
Ben Rogojan (Seattle Data Guy) Jan 23, 2025 ▶ 21:39 Understanding Data Engineering in 2025 | Ben Rogojan, Seattle Data Guy
Jun 26, 2025 positive
Assertion Partly supported
Rauch: Vercel suffered no downtime during major Google Cloud outage
“You saw the Google cloud outage the other day for hours, a lot of the cloud was down. So I'll give you an example. Vercel didn't go down”
Guillermo Rauch Jun 26, 2025 ▶ 1:00:14 Guillermo Rauch: Why Software Development Will Never Be the Same
Mar 19, 2026 neutral
Opinion
Evans: AWS, Azure, and Google Cloud are fundamentally different businesses
“The first is if you actually look at the market shares, Google Cloud, Azure, and AWS are actually in quite different businesses. AWS is mostly infrastructure. Microsoft is mostly services. Google is mostly scrambling to catch up in a very distant certain place…”
Benedict Evans Mar 19, 2026 ▶ 3:34 Benedict Evans: OpenAI’s Moat Problem & the Future of Software
Jul 16, 2026
Assertion Supported
Katti: OpenAI sources compute from all major cloud hyperscalers
“We have compute from, effectively, many sources. So, Microsoft, obviously, is a big partner, important partner. We also have compute, as we have announced, from AWS, Ion Google. So, we have compute from all of the hyperscalers, effectively.”
Sachin Katti Jul 16, 2026 ▶ 28:35 OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
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