The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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.”
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.”
Kennedy confirms Google Cloud's Salesforce partnership is worth multi-billions
“In the big B's. Yes.”
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”
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…”
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…”