HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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00:00 - Transformative Technologies: Navigating Google's Cloud and AI Landscape
02:00 - Google Cloud Next 2025: Analyzing Revenue and Market Position
04:48 - Analyzing Cloud Services: Insights from the ETR Survey
08:53 - Google's Growth in AI/ML
11:26 - Analyzing Growth and Revenue in Cloud Services
16:54 - Profitability and Operating Margin
19:39 - Strategic Capital Allocation and Competitive Edge Analysis
23:05 - Data Stack and Industry Partnerships
26:42 - Conclusion and Closing
281 episodes