Subject: Re: Kurian on Cloud Growth
Full transcript of Kurian's presentation here (hope the link works):
https://www.publicnow.com/view...

"And then finally, we also upsell people as they use more of it from one version to another, because we have higher-quality models, more quota, and other things in higher priced tiers. Because of this, we're capturing new customers faster. As I said, we've seen 28% sequential quarter-over-quarter growth in new customer wins in the first half of this year. Nine of the ten top ten AI labs and nearly all the AI unicorns are our customers."

Wow.

He speaks to some use cases and how GOOGL cloud differentiates themselves form the others.