Good morning, This week’s Stratechery Interview is with Google Cloud CEO Thomas Kurian. Kurian joined Google to lead the company’s cloud division in 2018; prior to that he was President of Product Development at Oracle, where he worked for 22 years. In this interview (which was conducted last night after I had already published Gemini 1.5 and Google’s Nature), we discuss Kurian’s keynote at this week’s Google Cloud Next conference, which was almost completely focused on AI. To that end, we cover...