Analyst Relations for Google Cloud. Bay Area native, SF Giants and Warriors fan. Tweets are my own.
Silicon Valley
Joined February 2009
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Stephanie Look retweeted
Just posted Q3 earnings. We delivered our first-ever $100B quarter driven by double-digit growth across every major part of our business. (Five years ago, our quarterly revenue was at $50B🚀)
Our full-stack approach to AI is driving real momentum and we’re shipping at speed.
Thank you to our employees and partners around the world for the terrific quarter!
Stephanie Look retweeted
Just got off the earnings call - great quarter and it was our (and my) 40th call as Alphabet.
August will mark 10 years since we announced Alphabet. Been thinking about the incredible growth in our new businesses since then - Cloud, YouTube, Play, Subscriptions etc. To give a sense of progress, in 2015 all of Alphabet’s revenue added up to $75B. YouTube and Cloud alone ended 2024 at an annual run rate of $110B.
Stephanie Look retweeted
“The story here is about adoption.”
🔍 @StevenDickens3 discusses $GOOGL's push into A.I. with @NPetallides:
Stephanie Look retweeted
How customers are putting Gemini to work | Google Cloud Blog cloud.google.com/blog/produc… >> Great summary blog from @ThomasorTK on #Gemini momentum - plenty of data points for @GoogleCloud's lead in #AI. #NextGenApps
Stephanie Look retweeted
The customers I talk to aren't reaching out to AWS to ask "how to transform their businesses with GenAI." They ask a not insane version of that question--but they're increasingly asking it to Google and Microsoft instead.
This is an existential threat to AWS as they see it.
Stephanie Look retweeted
Google Cloud’s new partnership with Oracle provides a path for the world’s largest enterprises to use next generation cloud and AI by combining Oracle Cloud database and Google Cloud services. cloud.google.com/blog/produc…
Stephanie Look retweeted
We've teamed up with @Oracle to simplify cloud adoption with Oracle Database@Google Cloud–helping customers migrate faster, take advantage of advanced services like Exadata and Autonomous Database, and more → goo.gle/3KHgdqw
Stephanie Look retweeted
Reflecting on @googlecloud Next 24, it’s clear that the “AI Moment” is reverberating across the market. @GoogleCloudTech is leveraging its search capabilities and AI to unlock value from unstructured data across businesses and tech functions. Will applications ever be the same?
Stephanie Look retweeted
At #GoogleCloudNext, you will here @googlecloud talk a lot about cost savings and #TCO compared to market alternatives. @esg_global has worked tirelessly validating those claims and found Google BigQuery customers have saved up to 54% on #data and #AI platform costs over 3 years.
Stephanie Look retweeted
On a new #CloudWars Live podcast, I talk with @GoogleCloud's @AndiGutmans about the fast-growing #AlloyDB offering. Get an insider look at this #database: how it enables #GenAI capabilities, its multicloud flexibility & more.
[Sponsored by Google Cloud] accelerationeconomy.com/clou…
Stephanie Look retweeted
On this @SixFivePodcast, @PatrickMoorhead & @DanielNewmanUV talk w/ @google’s @gerritkazmaier and @andigutmans on the opportunities around #genAI and what makes @googlecloud’s approach to the data ecosystem unique. $GOOGL
Stephanie Look retweeted
Spent much of the week in #SanFrancisco, talking to #AI startups + seeing what hyperscalers like @googlecloud are doing with #GenerativeAI.
Some of their plans are so transformative that if only 5% of it pans out, the world will become a very different + mostly better place. – at Virginia, USA
Stephanie Look retweeted
Great conversation hosted by #CarrieTharp from @Google about how customers are differentiating with #googlecloud. AI is allowing customer’s employees to develop new skills and grow. Younger employees especially are embracing the change. #googlecloudnext
Stephanie Look retweeted
.@Google is surpassing @Microsoft in AI: R. 'Ray' Wang bit.ly/3sDS3Y9 @FoxBusiness @Varneyco @rwang0 of @constellationr discusses the fight over the future of A.I. between Google and Microsoft
Stephanie Look retweeted
Always appreciate having industry leaders field questions from analysts … thanks @ThomasOrTK and @IsForAt for taking the time to do so at #GoogleCloudNext today!
Stephanie Look retweeted
Nice to have @Google CEO @sundarpichai kick off #GoogleCloudNext
It’s been a strong year for @googlecloud as the unit has reached profitability and set a strong roadmap around its strength in #AI. $GOOG
Stephanie Look retweeted
Another #generativeAI differentiator stressed by @GoogleCloudTech at #GoogleCloudExecForum: “Our capabilities are generally available today” MyPOV: not in preview, like many @MSFT_Business / @OpenAI announcements
Next up at #GoogleCloudExecSummit, @ThomasOrTK is detailing multiple #GenerativeAI announcements made by @GoogleCloudTech in recent months. MyPOV, array of foundation models (including third party) is differentiator (from @MSFT_Business and @OpenAI ) for range of use cases.
Stephanie Look retweeted
So far impressed with the level of detail TK sharing in his talk. Without getting lost in the weeds, he's talking through key LLM concepts like transfer learning, RLHF, LoRA, synthetic data generation, and more.
Digging into governance now. #GoogleCloudExecForum @googlecloud
Stephanie Look retweeted
MyPOV - Good to see.@GoogleCloud lead the #AI convo with the developer. How easy it is to bring the foundation models in their #NextGenApps. That is what matters today for #CxOs.
#GoogleCloudExecForum
Stephanie Look retweeted
Nice @ThomasOrTK of @GoogleCloud sharing that you can protect your #data when you want to use #AI foundational models. Every company I work with has asked me how to do this! #GoogleExecForum #generativeai #llm
