Francis deSouza

Francis deSouza, the COO of Google Cloud and seasoned entrepreneur, shares insights into Google Cloud's competitive edge in the booming AI market. He highlights the company's commitment to startups amid fierce competition with giants like AWS and Oracle. The discussion delves into Google Cloud's approach to the GPU shortage, partnerships with AI labs like Anthropic, and maintaining a balance between competition and providing neutral infrastructure. DeSouza emphasizes the potential of foundation models and Google's mission to drive scientific advancements through technology.

Mike McKee, an expert in international economics and policy, joins Christina Padgett from Moody's and Google Cloud's COO Francis deSouza. They dive into the upcoming trade deal discussions between the EU and the U.S., exploring tariffs and their potential impact on inflation and manufacturing. The conversation also touches on the shifting relationship between the government and the Federal Reserve, the influence of AI on business growth, and the challenges of financial leverage in today's economy, highlighting how technology is reshaping industries.