Google Cloud

also referred to as: gcp

part of Google

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Oct 11, 2024 by Dan Lorenc · said 12 times in 9 episodes since 2024 · across every show →

Mentions by year

brought up most by Dan Lorenc (3), Alon Arvatz (2), Stéphan Donzé (1), Shensi Ding (1), Poojan Kumar (1), Pablo Srugo (1), Jon Yoo (1), Edo Liberty (1)

tap a year for its mentions
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036202420252026episodes it came up in
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2026 1 mention in 1 episode
2025 7 mentions in 6 episodes 1 per episode
2024 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Google Cloud, oldest first

Oct 11, 2024 neutral
Assertion Not checkable as stated
Lorenc: Google Cloud was 66% of Google's headcount when he left
“And so when I left, I looked back and it was like, Google Cloud is like, 66% of Google by headcount.”
Dan Lorenc Oct 11, 2024 ▶ 2:29 He quit Google with no startup idea, raised $50M from Sequoia with no revenue— & grew to 8 figure... · PMF Show
Mar 17, 2025 bullish
Assertion Not checkable as stated
Liberty: Pinecone Saturated Entire Cloud Regions Post-ChatGPT Demand
“We got to the point where we would saturate whole, like, regions in, in, in AWS and GCP. We just couldn't meet the demand.”
Edo Liberty Mar 17, 2025 ▶ 43:31 He got rejected by 40 VCs & had 6 months of runway—2 years later, he raised $100M from a16z. | Ed... · PMF Show
Sep 18, 2025 negative
Insight
Ding: Building Integrations In-House Is as Pointless as Self-Hosting Servers
“There have been some situations where we've talked to companies where they're like, no, like our founder believes in like we build this in house and we can be uniquely good at it. And obviously I'm biased, but that is just fundamentally not true. There's no on…”
Shensi Ding Sep 18, 2025 ▶ 35:55 She cold messaged 50,000 engineers—then grew to $10M+ ARR. | Shensi Ding, Founder of Merge · PMF Show
Jun 29, 2026 neutral
Insight
Goel: Hyperscalers Build for DevOps Engineers Due to Enterprise Revenue Incentives
“And for AWS and GCP and Azure, all the money Is in massive enterprise contracts with companies that have massive DevOps teams. So guess who they're building for? They're building for DevOps engineers.”
Anurag Goel Jun 29, 2026 ▶ 23:55 He quit Stripe and hit $10M ARR in 4 years—with $0 marketing spend. | Anurag Goel, Founder of Render · PMF Show
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