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Google Cloud · podgraph

GC

Google Cloud

Product · mentioned 15 times

Cloud computing platform run by Google, offering compute, storage, data analytics and machine learning services.

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Jordi Hays says revenue is flowing through Google Cloud and paying for TPUs, so Google gets its cut.
TBPN · 3 Nov
Ed Ludlow says Google Cloud's operating income is growing alongside its revenue.
Bloomberg Talks · 28 Oct
Dan Sundheim expects hyperscaler margins to be challenged because AI is more capital-intensive and the customer base is more concentrated.
Invest Like the Best with Patrick O'Shaughnessy · 24 Feb
David George attributes cloud's fragmentation to the size of the market, saying AWS, Microsoft Azure and GCP would each be among the most valuable companies in the world if owned independently.
Invest Like the Best with Patrick O'Shaughnessy · 2 Dec 2025
Jesse Zhang predicts OpenAI and other labs will keep moving towards applications because it is hard to make money long term on APIs, and switching models takes one line of code unlike moving from AWS to GCP.
Invest Like the Best with Patrick O'Shaughnessy · 6 Oct 2025