Google Cloud

part of Google includes Google Cloud Next, Google Cloud Code, Google Cloud Dataflow, Google Cloud Pub/Sub

7 statements across 3 episodes · 7 bullish · 0 bearish · 3 people on the record · first statement Dec 6, 2023 by Aaron Levie · said 69 times in 23 episodes since 2019 · across every show →

Mentions by year, the whole family

brought up most by Jason Lemkin (36), Sarah Kennedy (6), Amjad Masad (4), Lindsey Scrase (3), Julian Lemoine (3), Mike Tamir (2), Kate Jensen (2), Sydney Sloan (1)

tap a year for its mentions
0025350620192020202120222023202420252026episodesmentions
03620192020202120222023202420252026episodes it came up in
005310620192020202120222023202420252026episodesmentions per episode
2026 7 mentions in 4 episodes 2 per episode
2025 42 mentions in 5 episodes 8 per episode
2024 8 mentions in 4 episodes 2 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 1 mention in 1 episode
2021 6 mentions in 6 episodes 1 per episode
2019 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Google Cloud, oldest first

Dec 6, 2023 positive
Disclosure
Levie: Box stages COO hires across $500M, $1B, and $2B revenue milestones
“The pattern is Is sort of somebody that can help take box to the next stage of growth at each, you know, kind of commensurate point where, where that, that person's experience is very relevant in, in driving the next stage of growth. And so, you know, we had o…”
Aaron Levie Dec 6, 2023 ▶ 8:06 What's New at Box with Aaron Levie, CEO and Co-Founder of Box and Jason Lemkin, Founder at SaaStr
Jun 26, 2024 bullish
Assertion Not checkable as stated
Lemkin: Cloud hyperscaler spending growth is entirely driven by AI
“Look at how much acceleration the spend has been on Azure and Google cloud. This is all AI. This is all AI.”
Jason Lemkin Jun 26, 2024 ▶ 19:05 Forget the SaaS Gloom and Doom. Just Build. with SaaStr CEO and Founder, Jason Lemkin
Mar 26, 2025 bullish
Disclosure
Kennedy confirms Google Cloud's Salesforce partnership is worth multi-billions
“In the big B's. Yes.”
Sarah Kennedy Mar 26, 2025 ▶ 11:20 The Secrets Inside Google Cloud’s Growth with Sarah Kennedy, Vice President Google Cloud Marketing
Mar 26, 2025 positive
Assertion Supported
Kennedy: Google Cloud tripled its $12B revenue run rate in five years
“I'm actually, it's my fifth year at Google, and I think when we started, we were at a twelve billion run rate, and now she said it's more than tripled”
Sarah Kennedy Mar 26, 2025 ▶ 1:57 The Secrets Inside Google Cloud’s Growth with Sarah Kennedy, Vice President Google Cloud Marketing
Mar 26, 2025 positive
Assertion Not checkable as stated
Kennedy: Most existing Google Cloud customers are entirely greenfield for AI
“With a portfolio as big as Google, we've got a ton of people That come in that had been existing quote, existing customers in the traditional marketing definition who are greenfield or prospects in the AI space. Most people are, right? Because it's so new. And…”
Sarah Kennedy Mar 26, 2025 ▶ 25:38 The Secrets Inside Google Cloud’s Growth with Sarah Kennedy, Vice President Google Cloud Marketing
Mar 26, 2025 bullish
Opinion
Kennedy: Google Cloud was third in cloud, but first in AI
“We were the third place player for a long time in the cloud space, but we really are the first choice when it comes to AI.”
Sarah Kennedy Mar 26, 2025 ▶ 4:47 The Secrets Inside Google Cloud’s Growth with Sarah Kennedy, Vice President Google Cloud Marketing
Mar 26, 2025 positive
Disclosure
Kennedy: Google Cloud secretly coaches CIOs to sell AI internally
“Giving them that language as a CIO to partner with their peers is a really important part of the value we bring, and we do that behind the scenes with them and educate them on, it's not just about what language they want to use, it's about the language they ne…”
Sarah Kennedy Mar 26, 2025 ▶ 17:47 The Secrets Inside Google Cloud’s Growth with Sarah Kennedy, Vice President Google Cloud Marketing
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