David Rosenthal: belief

Transcript context

…(1) It’s finding religion on how to actually serve the enterprise, (2) it’s leaning into this multi-cloud strategy and actually giving enterprise developers what they want, and (3) AI has been such a good tailwind for all hyperscalers, because these workloads all need to run in the cloud, because it’s giant amounts of data and giant amount of compute and energy. But in Google Cloud you can use TPUs, which they make a ton of, and everyone else is desperately begging NVIDIA for allocations to GPUs. If you’re willing to not use Cuda and build on Google Stack, they have an abundant amount of TPUs for you. This is why we saved Cloud for this episode. There are two aspects of Google Cloud that I don’t think they foresaw back when they started the business with App Engine, but are hugely strategically important to Google today. One is just simply that cloud is the distribution mechanism for AI. If you want to play an AI today, you either need to have a great application, a great model, a great ship, or a great cloud. Google is trying to have all four of those. There is no other company that has (I think) more than one. I think that’s the right call. Think about the big AI players. NVIDIA has a cloud, but not really. They just have chips. Made the best chips and the chips everyone wants, but chips. Then you just look around the rest of the big tech companies. Meta right now, only an application. They’re completely out of the race for the frontier models at the moment. We’ll see what they’re hiring spree yields. You look at Amazon. Infrastructure, they have application. Maybe. I don’t actually know if amazon.com. I’m sure it benefits from LLMs in a bunch of ways.…

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