Opinion certainty 4/5 debate potential 3/5

Kennedy: Google Cloud was third in cloud, but first in AI

Sarah Kennedy · The Secrets Inside Google Cloud’s Growth with Sarah Kennedy, Vice President Google Cloud Marketing · Mar 26, 2025 · at 4:47

Google Cloud VP of Marketing Sarah Kennedy discusses how Google Cloud is gaining market share against established cloud incumbents.

0:00 / 0:07exact quote · 7.0s
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“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.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Sarah Kennedy

Opinion
Kennedy: Employees only actually want to use Google Workspace and Slack
“For years, like large enterprises have had a lot of different opportunity and choice when it comes to collaboration and productivity platforms, but typically Only two of them people really want to use, and that's Google Workspace and Slack.”
Sarah Kennedy Mar 26, 2025 ▶ 13:19 The Secrets Inside Google Cloud’s Growth with Sarah Kennedy, Vice President Google Cloud Marketing
Insight
Kennedy: Enterprise AI procurement is almost entirely a developer-led motion
“It's almost primarily a developer led motion in pretty much every environment. CIOs have to be accountable and responsible, but they're learning, they're being taught by their developers, the things that they've been distant from for quite a while.”
Sarah Kennedy Mar 26, 2025 ▶ 8:26 The Secrets Inside Google Cloud’s Growth with Sarah Kennedy, Vice President Google Cloud Marketing
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
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
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
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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