Google Cloud
also referred to as: gcp
part of Google includes Google Cloud Spanner
4 statements across 4 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 25, 2025 by John Coogan · said 72 times in 41 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (25), Jordi Hays (5), Tae Kim (1), Matthew Prince (1), Bryce Roberts (1), Ben Gilbert (1)
tap a year for its mentions
2026 37 mentions in 20 episodes 2 per episode
- AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
- Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
- The Meta Compute Debate | Diet TBPN
- WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN
- Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- 12 more episodes that year, every mention in 2026 →
2025 33 mentions in 20 episodes 2 per episode
- Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- Ford PULLS BACK EV Investment
- Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- Google's First $100B Quarter Reactions | Diet TBPN
- Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ELON MUSK's New Grok 4 Is Here! - We Break it Down
- The BEST Super Bowl Commercial (Saquon Barkley)
- Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- 12 more episodes that year, every mention in 2025 →
2024 2 mentions in 1 episode
Everything said about Google Cloud, oldest first
Jan 25, 2025 neutral
Coogan: Self-Hosting DeepSeek Carries Far Less Security Risk Than TikTok
“I just, this is a different scenario because if you just download the Git repo for deep seek and you host it on Amazon or, you know, Google cloud or whatever, like there's no data feeding back. Like you're not helping them improve the model at all. Like that's…”
Apr 10, 2025 neutral
Roberts: AI foundation models are swappable infrastructure like AWS, not locked platforms
“I think so many of these models are like hyper competitive in terms of what their performance and output actually looks like. So you can build incredible experiences off of those that can swap pretty easily between them. Yeah, I would think of them more like m…”
Jul 26, 2025 bullish
Google Cloud Missed Revenue From GPU Shortages but Boosted Margins
“Google Clouds revenue numbers disappointed, but this was because they didn't have enough GPUs and they were actually constrained. So they missed on top line, like they didn't bring in enough revenue, but their margins actually improved. And so what that means …”