The Information's TITV
00:47:25 · Akash Pasricha, Gopal Srinivasan
[00:47:25] S0: Although, I mean, the the question that does come to mind for me is, does that not then cannibalize use of Google's own models that it is developing and trying to convince customers to use? [00:47:39] S4: Again, the use of Google's own models span a much wider spectrum than just the enterprise use of these models. So if you look at how Google is structured and operates, the models come out of Google DeepMind, and those models are then adopted by various Google product teams from the consumer Gemini app to Google's search and ads business to YouTube, and, of course, the enterprise business in, cloud. And therefore, the surface area for distribution for Google is far wider than any of the other providers there. So at a... If you consider a single instance, for instance, one of my clients might say, for this use case, because I have the option of another model, I'm gonna choose that over a Gemini model. Yes, in that instance, it might mean cannibalization. But at the end of the day, you're still running inference on the Google platform, and you're paying Google to run inference even if it's a third party model. And when you offer our optionality, customers bring more workloads to the platform, and they tend to use it more. So in the aggregate, it drives higher business for Google than cannibalization at a unit level. So I think that's how they think of it, and we've seen it firsthand that when you offer choice, customers bring more workloads. And in the in the sum, that tends to lead a higher amount of consumption.
00:49:09 · Akash Pasricha
[00:49:09] S0: Right. Well, Gopal, I want to thank you for coming on. That is Gopal Srinivasan from Deloitte here on TITV. That does it for today's show. A reminder, are on this stream Monday through Friday at 10AM Pacific, 1PM Eastern. If you can't make it then, episodes are available on theinformation.com, on our YouTube channel, or wherever you get your podcasts. Make sure to follow us on social media, on X, on Instagram, on TikTok, and on LinkedIn. I am already excited for our next show tomorrow, our WTF special. Have a great rest of your Wednesday. Bye bye for now.