Google Cloud, every mention
48 scenes, the whole family · ← back to Google Cloud
tap a year for its mentions
every year anyone John Coogan 25Jordi Hays 5Tae Kim 1Matthew Prince 1Bryce Roberts 1Ben Gilbert 1
Verbatim, from the transcripts: the passages where Google Cloud comes up
AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
- ▶ 25:18 John Coogan Uh, on the other side, GCP is working. 4 times in the scene
Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- ▶ 3:44 John Coogan The, ah, when quarterly earnings happening, happen, you get YouTube numbers, you get Google Cloud numbers, and so having a CEO of those divisions made a lot of sense of those organizations, but DeepMind was always a, was always a unit that…
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
- ▶ 23:04 unnamed speaker Uh, dollars and 11 cents comfortably beating expectations while Google Cloud revenue surged 82% year over year to nearly 24.8 billion.
RSI Is Closer Than People Think, Per Tae Kim
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- ▶ 2:48 unnamed speaker Uh, with Semi-Analysis sort of jokingly maybe posting Google Cloud generates revenue primarily from the sale of TPU systems. 5 times in the scene
The Meta Compute Debate | Diet TBPN
- ▶ 0:12 John Coogan Meta platforms is developing plans for a cloud infrastructure business to sell access to AI computing power and models competing with industry leaders like AWS and GCP.
- ▶ 13:56 John Coogan The bullish take is if meta is building a cloud business, even if they are using idle compute, which means they aren't compute constrained, they might end up spending more on capex to compete with GCP, AWS, and Azure.
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
- ▶ 20:33 unnamed speaker Yeah, Google Cloud.
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- ▶ 6:48 Jordi Hays They won't even go over to Azure or Google cloud.
Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1
- ▶ 2:42 Matthew Prince At a AWS or a Google Cloud.
WWDC Reactions, Claude Fable 5 Debuts, McAfee Eyes ESPN Mega Deal | Diet TBPN
- ▶ 19:08 unnamed speaker Into Google Cloud. 2 times in the scene
WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN
- ▶ 13:02 unnamed speaker Are they saying private cloud and really it's like a corner of GCP?
Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN
- ▶ 12:51 unnamed speaker There was no backlash to Google Cloud through 15 years or 10 years of building AWS.
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 3:29 unnamed speaker Search, YouTube, Android, Cloud. 2 times in the scene
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- ▶ 21:02 Jordi Hays Azure and GCP do the same.
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
- ▶ 2:03 unnamed speaker So first, Amazon, Microsoft, and Google, like, they're, like, there's more than just them when it comes to hyperscalers, but they are unique among hyperscalers in that they have AWS, Azure, and GCP.
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- ▶ 10:53 unnamed speaker They have GCP.
FULL BREAKDOWN: Apple’s 7 New Devices
- ▶ 15:14 unnamed speaker They have GCP.
FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- ▶ 30:32 John Coogan But, ah, but it was still, like, scary, don't be evil, working with the government, military, and then there was a backlash, they pulled out, then eventually they went back in and, and had a new head of Google Cloud.
Ford PULLS BACK EV Investment
- ▶ 2:15 Jordi Hays The listing sought a customer storytelling manager to join the company's Google Cloud storytelling team. 2 times in the scene
- ▶ 13:29 John Coogan You know, this was actually Google's cloud storytelling team.
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 26:36 Jordi Hays AWS, GCP, Azure.
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
- ▶ 17:36 unnamed speaker Maybe, but, uh, I mean, Google did, did get, did earn the right to do other bets by just so solidifying their market in the search engine world, that then they could go and do Gmail, and they could go and do GCP, and they could go and do…
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 7:16 unnamed speaker There was an announcement of an AWS partnership with Google Cloud. 3 times in the scene
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 25:00 John Coogan Google then captures that inference price premium by running TPUs for inference on GCP.
Jared Isaacman Back In The Cockpit at NASA | Diet TBPN
- ▶ 22:49 unnamed speaker We are going to be granting out compute up to a hundred K per project to support new experiments on GCP.
Google's First $100B Quarter Reactions | Diet TBPN
- ▶ 2:34 unnamed speaker They have Google Cloud, they have Waymo, they have Maps, Gmail, Chrome, DeepMind, Google AI, like it's a stack lineup.
- ▶ 7:43 unnamed speaker They, like, they invested so much in Waymo, and so much in DeepMind, and so much in Google Cloud, and at the same time, they still had money left over.
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 26:16 Ben Gilbert Had an edict that all teams need to stop using these bespoke models and start using Gemini is we got to feed Gemini as much data as we can from not only every Google surface, but then every Google cloud customer surface.
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 12:29 unnamed speaker Not only is Meta using other data providers, they also just signed a ten billion dollar cloud deal with Google.
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 2:16:49 John Coogan GCP came out of that.
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:10:37 John Coogan Uh, and so, they flipped the switch on cloud. 4 times in the scene
- ▶ 1:16:23 John Coogan in 2024 based on demand wound up with that massive backlog missed on top line couldn't couldn't make enough money couldn't generate enough revenue had higher margins that's great but uh but didn't deliver on the cloud side uh on on the… 2 times in the scene
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 1:46:52 unnamed speaker Like, even though AWS, GCP, and Azure are all somewhat directly competitive, and, and they're somewhat perfect substitutes for each other, they have not driven prices to zero, such, in the way airlines are like, deeply unprofitable. 2 times in the scene
ELON MUSK's New Grok 4 Is Here! - We Break it Down
- ▶ 32:02 unnamed speaker Like, even though AWS, GCP, and Azure are all somewhat directly competitive, and, and they're somewhat perfect substitutes for each other, they have not driven prices to zero, such, in the way airlines are, like, deeply unprofitable. 2 times in the scene
Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
- ▶ 1:28:20 John Coogan I mean, it seems like it's a killer, killer moat for Google cloud platform to have VO three as an API, even if Google can't figure out how to productize it fully.
Google's AI Comeback in Their Own Words - Logan Kilpatrick
- ▶ 5:12 unnamed speaker Um, Google's in a unique position in that it's a consumer tech giant, but also a scaled infrastructure provider with GCP.
Why the MARKET Is More FRAGILE Than EVER | Bryce Roberts on TBPN April 7th
- ▶ 15:06 Bryce Roberts Yeah, I would think of them more like moving from, you know, Google Cloud to AWS, right?
Bridget Harris breaks down the Prime Intellect deal and the broader sentiment in crypto today.
- ▶ 6:25 John Coogan So, it's basically that that like they have that spanner and big query and like they, they just are so good at, at, at taking some sort of like database and being like,
The BEST Super Bowl Commercial (Saquon Barkley)
- ▶ 31:49 John Coogan We might be the biggest in cloud computing, but, uh, Google cloud is huge.
- ▶ 43:54 John Coogan Google has its own AI models and Google Cloud Platform.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 48:14 John Coogan 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, there's no data feeding back.
What's Happening at SONOS (Total Disaster)
- ▶ 33:06 John Coogan I know a guy who developed a Google cloud platform, like their AWS competitor, and he has a ton of patents around like how cloud computing works.
Inside JD Vance's Portfolio (ep8)
- ▶ 1:18:19 John Coogan The language model could be like the underlying technology in the same way that I think Netflix was built on GCP or AWS and Snapchat was built on Google cloud, but then they eventually built their own servers. 2 times in the scene