Google Cloud

“It's still nowhere, it's not gaining market share, which I don't know how much that really matters, but it and they've set all sorts of goals around that, that they're nowhere close to meeting.”

“The information reported this week that Elon had killed a tool that had been involved, that Exit or Twitter had been using to spot fakes and misinformation, and he killed it because it was hosted on Google Cloud, and in his big cost-cutting efforts, he had wan…”

“All of the core large scale cloud platforms, they have so many tools and serve so many audiences that it's impossible just to get started.”

“Apparently Google Cloud is up because of Anthropic.”

“Anthropic is so underserved in compute that they're buying, like, in last minute deals and on the smart market and all that kind of stuff, which is bad for their margin, but is good for the providers.”