Google Cloud

also referred to as: gcp

part of Google includes Google Cloud Vertex AI

10 statements across 2 episodes · 9 bullish · 0 bearish · 2 people on the record · first statement Oct 19, 2023 by Kawal Gandhi · said 30 times in 15 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Sarah Guo (11), Elad Gil (6), Jensen Huang (2), CJ Desai (2), Bret Taylor (2), Tuhin Srivastava (1), Sridhar Ramaswamy (1), Kawal Gandhi (1)

tap a year for its mentions
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0482023202420252026episodes it came up in
0044882023202420252026episodesmentions per episode
2026 4 mentions in 3 episodes 1 per episode
2025 3 mentions in 3 episodes 1 per episode
2024 8 mentions in 7 episodes 1 per episode
2023 15 mentions in 2 episodes 8 per episode

every mention, scene by scene, with the transcript →

Everything said about Google Cloud, oldest first

Oct 19, 2023 positive
Assertion Not checkable as stated
Gandhi: Enterprise AI adoption started in sales and marketing
“It started from sales and marketing. Like as soon as these came out from a horizontal perspective, I think it has an intersection between horizontal and vertical for every department, whether regulated or unregulated. There's like bottlenecks and content creat…”
Kawal Gandhi Oct 19, 2023 ▶ 12:10 No Priors Ep. 37 | With Kawal Gandhi
Oct 19, 2023 bullish
Prediction Not checkable as stated
Gandhi: Model drift, ops, and safety will differentiate AI platforms
“Because we've spent a lot of time really specializing around the model drift, operations, tooling, safety around it, super early, but I think those are the elements that will differentiate on the platform from the next few quarters.”
Kawal Gandhi Oct 19, 2023 ▶ 6:43 No Priors Ep. 37 | With Kawal Gandhi
Oct 19, 2023 positive
Assertion Not publicly verifiable
Gandhi: Google Cloud has certified over 10,000 engineers in generative AI
“We have more than 10,000 people certified now. Just more on GCP generative AI.”
Kawal Gandhi Oct 19, 2023 ▶ 17:01 No Priors Ep. 37 | With Kawal Gandhi
Oct 19, 2023 bullish
Insight
Gandhi: Multimodal AI will progress sequentially from text to audio-visual integration
“Multimodal, I think we're early stages now. So you're gonna see the early models, which are audio based. So I think about it like text, then images and text with Audio. And then you're kind of combining these medias together.”
Kawal Gandhi Oct 19, 2023 ▶ 13:56 No Priors Ep. 37 | With Kawal Gandhi
Oct 19, 2023
Insight
Gandhi: Enterprise AI is 60% model work and 40% legacy integration
“I think models in my mind are like, 50, 60% is the workaround, and how do you leverage your current investment is 30, 40% work that goes in from the groups, from our customers as well.”
Kawal Gandhi Oct 19, 2023 ▶ 29:34 No Priors Ep. 37 | With Kawal Gandhi
Oct 19, 2023 positive
Insight
Gandhi: Enterprises adopt AI for efficiency before pursuing creativity
“Inside the enterprise, folks want to be creative, but every time they think about efficiency gains inside their workflows. So how can I make my workflow better so I can invest back into my group? And then how can I make productivity better than I can make them…”
Kawal Gandhi Oct 19, 2023 ▶ 10:42 No Priors Ep. 37 | With Kawal Gandhi
Oct 19, 2023 positive
Assertion Not checkable as stated
Gandhi: Gaming is the leading industry scaling multimodal AI adoption
“I think gaming is a really good industry, which is kind of scaling out multimodality. And we have a lot of customers who are using that.”
Kawal Gandhi Oct 19, 2023 ▶ 14:40 No Priors Ep. 37 | With Kawal Gandhi
Oct 19, 2023 bullish
Prediction Not checkable as stated
Gandhi: Plunging model and platform costs will drive AI adoption
“The expensive part is now becoming cheap is the models, the availability, the usage of the platform. Those were the things that were really expensive. I think you, if you do a cost craft you know, curve right now, and the investments you all are making into th…”
Kawal Gandhi Oct 19, 2023 ▶ 16:19 No Priors Ep. 37 | With Kawal Gandhi
Oct 19, 2023 positive
Opinion
Gandhi: Generative AI surge is genuine engineering excitement, not hype
“So I see this as early excitement. It's not hype, so I want to decouple that. It's real excitement because engineers, we love it. Like, I've been one, you want to grab something, you don't want to have restrictions around it, and you want to show the art of th…”
Kawal Gandhi Oct 19, 2023 ▶ 8:08 No Priors Ep. 37 | With Kawal Gandhi
Jan 22, 2026 bullish
Assertion Not checkable as stated
Desai: All Fortune 500 companies are still migrating workloads to cloud
“When I speak to Fortune 500, I can tell you without hesitation, they are all still talking about I need to move X percent of apps to GCP, AWS, Azure, some combination, Alibaba in Europe, whatever the case might be.”
CJ Desai Jan 22, 2026 ▶ 17:44 No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
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