Google Cloud
also referred to as: gcp
part of Google includes Google Cloud Code, Google Cloud Storage
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 27, 2025 by Apoorv Agrawal · said 11 times in 11 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Alfred Lin (3), Xander Oltmann (1), Tony Kim (1), Philip Clark (1), Matt Miller (1), Dylan Fox (1), CJ Desai (1), Apoorv Agrawal (1)
tap a year for its mentions
2026 6 mentions in 6 episodes 1 per episode
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI · Sourcery with Molly O'Shea
- Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
- Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 4 mentions in 4 episodes 1 per episode
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
- Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
- Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
Everything said about Google Cloud, oldest first
Aug 27, 2025 neutral
Agrawal: Cloud Computing Generates $400B in Apps but Only $50B in Semis
“In the cloud super cycle, you know, you have about. Four hundred billion dollars of revenue that is being earned by the applications. Let's call it the layer one. You've got about two hundred billion spent on infrastructure. This is AWS and GCP and Azure, et c…”