Thomas Kurian

depth.

Maybe Larry Ellison at Oracle was that person or maybe Thomas Kurian.

I actually have and I don't know what the hardware says maybe Jensen obviously has that.

Satya Nadella and these people are great but I'm talking about from the enterprise segment.

There's nothing else.

Pay Thomas Kurian whatever he wants.

How do you keep demos at Google?

Sacks, looking at this business, it's been obviously a journey for the past 10 years to make Alphabet have resiliency in revenue streams, diversify the revenue streams.

Google clearly sees it as part of its future.

Alphabet included Google Cloud executive chief executive officer Thomas Kurian on the earnings call last year.

That call normally just has the CEO, the CBO, and the CFO.

So including the cloud guy is kind of giving cloud much more prominence.

They wanted to get to AWS.

You bring Thomas Kurian to do this thing.

So what ends up happening? They start.

cannibalizing resources at the altar of making Google Cloud great.

And then on the cloud side, it's probably just like, you know, I could see the cloud.

I could see Thomas Kurian making the argument.

Listen, we are.

in a rare position where after lagging as the number three cloud computing company, cloud computing service, we can make a legitimate push for at least number two and potentially number one.

It's about to route to a rival's models.

Thomas Kurian's pitch is the right model for any given job, at lower cost.

Which is how I'd build anyway.

Cheap calls go to the cheapest model.

But now, quote, "We're managing a different level of complexity with agents interacting across multiple systems."

And Kurian.

Thomas Kurian, the early models were about answering questions, and now people want to delegate tasks and sequences of tasks to agents.

That's the same thesis from both of them.

The unit of work changed from the prompt to the workflow.

Got 12 pretty eye-popping examples of that.

These were released last week, uh, at the launch of the Gemini Agent event, and CEO Thomas Kurian laid out a dozen of these very, very interesting, detailed, uh, uh, customer outcome stories.

Broadly, just wanted to mention this again, it's almost 500 Google Cloud customers each processed more than one trillion tokens in the last 12 months to show the scale at which Gemini is being used by big companies, and, uh, 90% of the Fortune 100 are now using Gemini Enterprise.

So that's the broad scope, and here are some of these, uh, pretty cool ROI stories with AI.

Uh, Grupo Marista insurance firm cut the time for processing hospital claims from 72 hours to four hours.

And Liverpool, one of Mexico's largest retailers, built a discovery agent, and, uh, they built that and deployed it in one week, and, uh, they have said now that it is expected to m- have a 10X ROI on the money that it costs to, to run that trial.

Um, Thomas Kurian said in relation to this one with Liverpool, he said the question that he now frequently gets isn't, well, can this AI technology work? But rather it is, how quickly can we get this up, running, and, uh, begin to, uh, you know, harvest the advantages and the benefits from these projects? And I think, you know, what we see here, Google's, uh, kind of famous for having more than a dozen products with more than two billion users.

I think now Gemini's gone over the billion mark.