Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 9 April 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Thomas Kurian is the CEO of Google Cloud Platform. He joins Big Technology Podcast to discuss how AI is changing the competitive balance in cloud services and why he believes Google has a chance to win. We also discuss the various use cases Google customers are finding for GenAI in the technology's early days, and whether the agent buzz is real. Finally, towards the end of the conversation we touch on tariffs and their impact on the cloud services business. Tune in for a wide ranging conversation with Google's top guy on cloud computing.

Transcript

Click on a timestamp to play from that location

0:00.0	Can Google Cloud Platform ride AI into the field's top echelon?
0:04.0	And how much is AI shaking up the trillion-dollar industry?
0:08.0	We'll find out with the CEO of Google Cloud Platform right after this.
0:13.0	Forward thinkers know that when people thrive, organizations thrive.
0:18.0	This is the future of work. This is Workday, the AI platform that elevates humans.
0:26.3	Did you know that small and medium businesses make up 98% of the global economy, but most B2B marketers still treat them as a one-size-fits-all?
0:37.4	LinkedIn's Meet the SMB report reveals why that's a missed opportunity
0:41.6	and how you can reach these fast-moving decision makers effectively.
0:45.9	Learn more at LinkedIn.com backslash meet-the-smB.
0:53.3	Welcome to Big Technology Podcast, a show for cool-headed and nuanced conversation of the tech world and beyond.
1:00.9	Today we're joined by Thomas Curion. He's the CEO of Google Cloud Platform, and he's here for a realistic look at how companies are building with AI and how Google is positioning itself to win in the moment.
1:13.6	They'll also talk tariffs, of course, for a bit towards the end of the show.
1:17.6	Thomas, great to see you. Welcome to the show.
1:20.6	Thank you for having me.
1:22.6	Thanks for being here.
1:23.6	Let's talk about the surge that Google Call platform has had in the past couple months or years, really. And a lot of that has been tied to artificial intelligence. I think it's fair to say that GCP, Google Cloud Platform, was running maybe a distant third behind Microsoft and Amazon when it came to cloud hosting. And every time I look at the earnings numbers,
1:44.9	I see these massive growth rates 30% per year per quarter. How much is AI a part of that?
1:53.5	You know, AI has definitely driven adoption of different parts of our platform. And so people,
2:00.6	typically, when they come in for AI,
2:02.6	depending on the type of company, they come in at different parts of our portfolio.
2:06.6	Some of them say, I really want to do super-scaled training or inference of my own model.
2:14.6	And so there's a whole range of people doing that all the way from foundation model companies,
	...

Transcript will be available on the free plan in 10 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Alex Kantrowitz, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Alex Kantrowitz and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.