In today's Cloud Wars Minute, I examine how AI-powered partnerships are redefining growth and desirability in the consumer economy.

Highlights

00:15 — I want to talk today about how Google Cloud, the number one company on the Cloud Wars Top 10, has partnered up with its longtime customer, Unilever, to develop what I'm calling an AI-powered marketing and fulfillment engine for the AI economy.

00:59 — The focus about AI on large language models and tokens is incredibly important, but not the end goal. The end goal is the business outcome. And I think this is a very healthy thing to see the conversation shift from being heavily focused on the technology to being focused on the desired business outcomes.

02:07 — They said, we are working together in this partnership to create a new model for how consumer packaged goods brands are discovered and shopped. How consumers find them, look for them, shop for them, pay for them, and create growth for these companies. Technology has moved to the core of value creation.

02:52 — Consumers are going to be looking for, finding, and engaging with products via AI. [Unilever's Head of Supply Chain and Operations] said, we now have to be the company that presents them our products, services, possibility, our value to them in the AI context. This goes beyond a tech vendor supplying products and services to a big customer.

03:50 — They're going to use all of Google's vast AI portfolio, from Vertex AI to Gemini on the model side, so from platform to model. They're going to move a lot of Unilever's enterprise applications and data platform over to Google Cloud to allow this better end-to-end capability.

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