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.
Chapters
00:00 The Rise of Google Cloud Platform and AI
03:00 AI's Role in Cloud Adoption
06:01 Competitive Landscape of Cloud Services
09:04 Google's AI Models vs. Competitors
11:58 DeepMind's In-House Advantage
14:57 Reasoning Capabilities in AI
17:53 Cost of AI Training and Inference
20:53 Open Source vs. Proprietary Models
33:08 Innovative AI Solutions in the Workplace
34:49 Integrating AI into Google Workspace
37:11 The Current State of AI Adoption
41:49 Transformative Use Cases of AI in Enterprises
44:58 The Role of Agents in AI Technology
49:04 Impact of Tariffs on AI Development
52:09 Google Cloud's Sales Transformation
55:40 Future of Cloud Workloads
