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Friday, 12 April 2024

Q&A with Google Cloud CEO Thomas Kurian on why Google doesn't need to raise trillions to build a supercomputer, why AI offers a reset in competition, and more (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Q&A with Google Cloud CEO Thomas Kurian on why Google doesn't need to raise trillions to build a supercomputer, why AI offers a reset in competition, and more  —  This week's Stratechery Interview is with Google Cloud CEO Thomas Kurian.  Kurian joined Google to lead the company's cloud division in 2018 …



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...