Google Cloud, every mention
23 scenes (2026), the whole family · ← back to Google Cloud
tap a year for its mentions
every year 2026 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.