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Google Search

part of Google includes Google Search Ads

10 statements across 10 episodes · 5 bullish · 4 bearish · 10 people on the record · first statement Sep 27, 2019 by Julia Enthoven · said 94 times in 60 episodes since 2015 · across every show →

Mentions by year, the whole family

brought up most by Harry Stebbings (13), Sridhar Ramaswamy (5), Kipp Bodnar (4), Phil Carter (3), Aravind Srinivas (3), Sid Sijbrandij (2), Richard Socher (2), Nikesh Arora (2)

tap a year for its mentions
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0815201520162017201820192020202120222023202420252026episodes it came up in
001.37.52.515201520162017201820192020202120222023202420252026episodesmentions per episode
2026 19 mentions in 11 episodes 2 per episode
2025 24 mentions in 13 episodes 2 per episode
2024 16 mentions in 11 episodes 1 per episode
2023 5 mentions in 4 episodes 1 per episode
2022 13 mentions in 6 episodes 2 per episode
2021 2 mentions in 2 episodes 1 per episode
2020 6 mentions in 5 episodes 1 per episode
2019 2 mentions in 1 episode
2018 3 mentions in 3 episodes 1 per episode
2016 3 mentions in 3 episodes 1 per episode
2015 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Google Search, oldest first

Sep 27, 2019 positive
Disclosure
Kapwing acquired most of its early users for free via Google search
“We've acquired most of our users for free through Google search, which is a super accessible distribution channel, even for bootstrapping founders.”
Julia Enthoven Sep 27, 2019 ▶ 7:29 20VC: Kapwing Founder Julia Enthoven on Why Marketing Innovation Is As Important As Product Innovation, Why Every Company Is Becoming A Media Company & The Benefits Of Not Raising Money Too Early
Apr 20, 2022 negative
Assertion Not checkable as stated
Chennapragada: Personalizing Google Search based on user profiles failed
“Long story short, that hypothesis didn't pan out, and it turns out that actually the most important signal wants you in something like search is what you specifically or I specifically put in. I mean, other than, like, location, if you, of course, you type in …”
Aparna Chennapragada Apr 20, 2022 ▶ 30:58 20 Product: Robinhood CPO on The 3 Stages of Product Management, How to Structure and Execute Great Product Reviews, The Secret to Building a World-Class Hiring Funnel in Product Team Building with Aparna Chennapragada
Apr 8, 2024 negative
Assertion Supported
Lehmann: High LLM compute costs prevent killer apps beyond chatbots
“I believe that one of the overlooked areas of the current state of AI and the large language models that we're using is that they're still very expensive. And as a result of that, they're dramatically more expensive than a Google search. And as a result of tha…”
Bastian Lehmann Apr 8, 2024 ▶ 49:08 Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
Jul 31, 2024 neutral
Assertion Supported
Mollick: AI queries use 100x more energy than Google searches
“And the truth is that AI uses a lot more energy per query. We don't know exactly, probably two orders of magnitude than a Google search, but a lot less orders of magnitude energy than a human doing the same amount of work, right, with a laptop.”
Ethan Mollick Jul 31, 2024 ▶ 59:15 Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
Feb 10, 2025 bullish
Prediction Open · timeframe Feb 2030
Ramaswamy: Enterprise AI Will Feature Specialized Models, Not One Winner
“On the enterprise side, I absolutely see there being all kinds of specializations because so far in whatever the last 50 years, it's not the case that there's been an equivalent of Google search.”
Sridhar Ramaswamy Feb 10, 2025 ▶ 47:40 Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
Jul 11, 2025 bearish
Prediction Open · timeframe Dec 2027
Flanagan: 95% of B2B buying journeys will start in LLMs by 2027
“Google search is one of the best channels we had in B to B. 80% of all purchases started on Google search. It's predicted by 2027, 95% will start in LLM.”
Kieran Flanagan Jul 11, 2025 ▶ 1:04:14 20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
Jul 21, 2025 bullish
Disclosure
Edwin Chen: ChatGPT Has Replaced 50% of My Google Searches
“I mean, I have felt That maybe 50% of the things I used to Google search, they are replaced by ChatGPT, or they're even better with ChatGPT.”
Edwin Chen Jul 21, 2025 ▶ 1:02:15 Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding · 20VC with Harry Stebbings
Sep 29, 2025 bearish
Insight
Ross: Building custom AI chips to rival NVIDIA is like replicating Google
“Going off and saying, I'm gonna build my own AI chip to compete with NVIDIA, It's a little bit like saying, you know, that Google search is pretty nice. Let's go replicate it. It's insane. Like the level of optimization, the level of design and engineering tha…”
Jonathan Ross Sep 29, 2025 ▶ 7:34 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Nov 27, 2025 bullish
Prediction Held up
Rory O'Driscoll: ChatGPT will succeed without destroying Google Search
“The likely outcome for me is ChatGP continues to build this compelling consumer product, can command differentiated market, while at the same time Google search does not quote unquote go to zero.”
Rory O'Driscoll Nov 27, 2025 ▶ 30:30 Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
Apr 16, 2026 bullish
Assertion Supported
Lemkin: Google Search, Facebook, and Instagram are stronger than ever
“Fast forward today. These are record growth businesses now, right? Google search. We started the show talking about AI overviews and other things. Google search is a better business than it has ever been as is Facebook and Instagram.”
Jason Lemkin Apr 16, 2026 ▶ 46:28 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
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