What is Google Cloud?

Gemini Enterprise (Google Cloud) enabled Macy's to deploy a fully voice-activated customer-facing agent in 4 weeks, from zero, on their website.

“How Macy's live built on the Gemini Enterprise customer experience platform went from nothing to a fully voice-activated agent on their website in 4 weeks, right?”

Much of what is being marketed as agentic AI is 'agent washing', rebranded legacy capabilities with no substantive new agentic functionality, according to a Google Cloud executive.

“There's a lot of quote-unquote agent washing that's happening out there.”

Riyaz Habibbhai argues customers should not pay extra to adopt agentic AI on top of existing governance and security foundations.

“Governance, security, compliance, these are foundation for you to go agentic. And we fundamentally believe you shouldn't have to pay extra to go agentic, right?”

Google Cloud's position is that governance, security, and compliance should be bundled into agentic AI offerings at no extra charge, pushing back on the industry norm of charging premium tiers for agentic features.

“Governance, security, compliance, these are foundation for you to go agentic. And we fundamentally believe you shouldn't have to pay extra to go agentic, right?”

Clay Bavor argues the AI customer service market will settle into a duopoly resembling Uber and Lyft, not a winner-take-most dynamic like cloud infrastructure.

“My hunch is it will be more like an Uber lift market.”

Google Cloud earns roughly 30 percent operating margins on compute it resells to Anthropic, per Harry Stebbings.

“Every dollar of every piece of compute that you give to Google cloud turns into 30% operating margins in a day because they can sell it to entropic.”