Google, every mention
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every year anyone Harry Stebbings 1100Jason Lemkin 128Rory O'Driscoll 123Wesley Chan 58Aravind Srinivas 35Richard Socher 34David Lieb 34Jonathan Ross 33Des Traynor 31Nikesh Arora 28
Verbatim, from the transcripts: the passages where Google comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 5:09 Matteo Franceschetti Yeah, is, then it becomes Meta, Google, TikTok, and, and all those channels.
- ▶ 11:57 Harry Stebbings Has your Google spend changed in the wake of bluntly AI and AI driven search impacting so much? 3 times in the scene
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 2:00 Jason Lemkin And GrokBot uses Google, which is not allowed, which is prohibited by the term of service to Google things and then give you answers. 4 times in the scene
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 0:00 Jean-Denis Greze I know what I'm building is a top three priority at Google and Apple, like, in the next 12 months.
- ▶ 4:38 Jean-Denis Greze You want to know, the truth is I know what I'm building is a top three priority at Google and Apple, like in the next 12 months.
- ▶ 35:33 Jean-Denis Greze There is the, there's the, like, Apple, Google, SpaceX, Grok, GrokBot, Cursor, you know, OpenAI and Anthropic starting gates. 2 times in the scene
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 2:07 Cliff Weitzman So if you look at it, the Transformer was invented inside of Google in 2017. 2 times in the scene
- ▶ 2:58 Cliff Weitzman If I wanted to rent an H 100 for one hour spot instance from GCP, it could cost me five dollars.
- ▶ 11:37 Cliff Weitzman That if you lend money to someone who buys a GPU, let's say Google,
- ▶ 18:15 Cliff Weitzman If I want a Reuben, which is like these much faster GPUs, I'll get it faster if I buy it than if I wait for Google to buy it, and then there's other people in front of me in line.
- ▶ 35:22 Harry Stebbings This is a guy who's probably spent four years at OpenAI or spent four years at DMI.
- ▶ 36:23 Cliff Weitzman And so, but what you just described is exactly what used to happen with Google and Meta, let's call it six years ago, which is if you were really cracked, there was essentially a maximum amount that you can get paid at a company like… 2 times in the scene
- ▶ 37:38 Cliff Weitzman It's when you go lower, not lower, if you go then into the product facing things that we build, for example, the platform team, or the iOS team, or the Mac team, or the Chrome team, or the web team, or the Android team, these are super…
- ▶ 53:36 Cliff Weitzman I think he started Google Maps, then he was CTO of Meta, then he was co-CEO of Salesforce, he's on the board of OpenAI, and now he founded Sierra.
- ▶ 55:43 Cliff Weitzman So part of the reason why Google succeeded, it is a very simple interface.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 0:07 Rory O'Driscoll That sound you hear is the Google free cash flow and the Oracle free cash flow just disappearing down the drain.
- ▶ 6:44 Rory O'Driscoll And clearly, NVIDIA got the signal from their customers, the hyperscalers, you know, the CoreWeaves, the OpenAIs and Tropics themselves, the Googles that basically said next year, you know,
- ▶ 7:26 Rory O'Driscoll That sound you hear is the Google free cash flow and the Oracle free cash flow just disappearing down the drain, man.
- ▶ 28:29 Jason Lemkin Good Lord.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 29:52 Aaron Katz You know, it's been done before where AWS or Google or Microsoft takes your open source and they redistribute it as a managed service.
- ▶ 43:27 Aaron Katz We go to market with Google Cloud.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 10:17 Rory O'Driscoll The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play because no one else on the planet has enough money.
- ▶ 37:46 Harry Stebbings That Sam is not going, we are the next Google.
- ▶ 40:15 Rory O'Driscoll And you say to yourself, I mean, look, on the other hand, I'm just going to argue Google is one of the best businesses on the planet because the cost to serve is low, and it may well be in the foot, just to put it out, I kind of, I don't… 2 times in the scene
- ▶ 57:59 Rory O'Driscoll It's not going to be, you know, the CEO of Google waking up tomorrow and saying, maybe we should be more cautious, or the CEO of Nvidia saying, maybe we should take less risk.
- ▶ 1:19:12 Rory O'Driscoll You know, to this day, I find my Google recommendations to be fairly mediocre.
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 52:06 Harry Stebbings Very difficult when the CV is as gold-plated as your open AI, your deep mind, and I think we're all falling for the CV trap in a lot of ways today, especially with a lot of the heavy AI plays like that.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 1:51 Jerry Murdock Google started taking off.
- ▶ 1:01:07 Harry Stebbings You've got Meta, you've got Google, and you've got Microsoft. 2 times in the scene
- ▶ 1:08:48 Jerry Murdock Google said that Bitcoin's being hacked in two years.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 12:37 Rory O'Driscoll Now subsequently, they've also been able to rent that compute to Antropic and Google.
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 11:04 Harry Stebbings Do you do like a Google Labs?
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 0:40 Matt Swulinski You have Meta, Google, and Lifecycle.
- ▶ 6:02 Matt Swulinski You have met a Google and life cycle, and obviously like your site and all the rest is, is in the middle, uh, because you have your, 4 times in the scene
- ▶ 7:54 Matt Swulinski So I'll zoom out, and if you look at Ecom, uh, there are companies like Triple Whale and Elevar that have existed for many years, and what those tools do is, Triple Whale is essentially a mutual exclusivity platform that tells you, okay,… 2 times in the scene
- ▶ 14:19 Matt Swulinski The biggest differences are first in that, like, Meta and Google are not optimized for, like, B to B SaaS usage-based products.
- ▶ 25:11 Matt Swulinski Um, it is one of the core elements in what gets your site to rank in let's say a top 10 position on, on Google.
- ▶ 27:07 Matt Swulinski And then you're just giving money to Meta and Google, right?
- ▶ 30:30 Harry Stebbings We mentioned the three channels, Meta, Google, Lifecycle.
- ▶ 33:47 Matt Swulinski But we then knew, okay, meta needs to be second to Google. 3 times in the scene
- ▶ 35:11 Matt Swulinski Uh, Google Ads. 2 times in the scene
- ▶ 40:29 Matt Swulinski I think it's one of the, like, core things, like we talked about MetaGoogle lifecycle.
- ▶ 46:47 Matt Swulinski Pumping out thousands of pages came back again, because like Google, because they own the, the SEO algorithm, essentially penalized people that were just pumping out pages for SEO.
- ▶ 1:00:57 Matt Swulinski So imagine a million a month on Google, hundreds of thousands of keywords, ads, experiments, landing pages.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 0:18 Harry Stebbings Next, Jeff Dean leaves Google after 27 years. 3 times in the scene
- ▶ 0:21 Harry Stebbings Demis Hassabis, the OG of AI, then steps back from Google DeepMind also.
- ▶ 33:48 Harry Stebbings We can choose to continue in this vein and discuss Atlassian and HubSpot, or should we talk about Jeff Dean, Google, talent changes?
- ▶ 34:15 Harry Stebbings Google had some talent loss. 16 times in the scene
- ▶ 35:34 Rory O'Driscoll The mission at Google to a rounding out, like it or not, is allocate a lot of the compute to the Google Cloud business to just be a hyperscaler, boring as shit to you. 2 times in the scene
- ▶ 41:06 Harry Stebbings Obviously Demis, founder of DeepMind, led London AI efforts, visionary genius, been fortunate to interview him. 2 times in the scene
- ▶ 41:48 Rory O'Driscoll They're doing a good job selling the picks and shovels of TPUs to Entropic.
- ▶ 49:51 Jason Lemkin A lot of these jobs aren't, uh, for folks that aren't quite at that tier are not that great, and so that's what, that's always been the job of a founder is to find those pirates and romantics at the edge that could get it, you know, back,… 2 times in the scene
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 6:21 Alex Atallah And like, why doesn't Google or Amazon or Azure run around and like buy up all the GPUs and,
- ▶ 29:27 Alex Atallah Like Jeff Dean is starting an agent lab right now, um, from Google.
- ▶ 56:51 Alex Atallah Um, but like especially, you know, if we're trying to create like a competitive American Neolab system, you know, like NVIDIA has been doing a good job of this, but there, you know, there's like, there's Google, there's TPUs, there's…
- ▶ 56:51 Alex Atallah Um, but like especially, you know, if we're trying to create like a competitive American Neolab system, you know, like NVIDIA has been doing a good job of this, but there, you know, there's like, there's Google, there's TPUs, there's…
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 14:31 Harry Stebbings I think our team has definitely oriented much more towards, like, deeply engineering-specific people who come out of DeepMind, who come out of Gemini, or
- ▶ 14:31 Harry Stebbings I think our team has definitely oriented much more towards, like, deeply engineering-specific people who come out of DeepMind, who come out of Gemini, or
- ▶ 20:29 David Frankel Like these are the Metas and the Googles of our era, highly likely.
- ▶ 1:03:52 David Frankel I remember the Microsoft Google case going on forever and Gates going, you know, we are disruptable. 8 times in the scene
- ▶ 1:15:11 David Frankel But that goes back to thinking about Microsoft and Google being disrupted.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 7:38 Nikesh Arora There's so many other Google things to build.
- ▶ 26:41 Jason Lemkin So the other day I went into Claude and I just turned on the Google drive connector since it's one of the three primary connectors. 2 times in the scene
- ▶ 37:05 Nikesh Arora Sort of Google self-driving car. 2 times in the scene
- ▶ 45:49 Nikesh Arora That's a question of who builds the capability and the, the, the, the services, you know, Google was not the first search engine. 6 times in the scene
- ▶ 55:39 Nikesh Arora I mean, I think you've covered a two hundred billion dollar company at one point in time, and two years later, I joined Google as a fourteen billion dollar company. 3 times in the scene
- ▶ 56:42 Rory O'Driscoll I mean, Google Cloud, the smallest grew 82%.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 24:29 Anastasios Angelopoulos And then there's also Google and NVIDIA. 2 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 0:37 Harry Stebbings And then we break down Google, accelerating cloud to 82%, yet they post their first ever negative free cash flow, and the market shits the bed.
- ▶ 0:37 Harry Stebbings And then we break down Google, accelerating cloud to 82%, yet they post their first ever negative free cash flow, and the market shits the bed.
- ▶ 10:54 Jason Lemkin I had, I had, was having trouble uploading, um, pasted text to Fable, so I connected it to Google Drive. 4 times in the scene
- ▶ 34:52 Harry Stebbings Well, Google accelerates cloud to 82% year on year growth, but prints first ever negative free cash flow. 6 times in the scene
- ▶ 35:09 Harry Stebbings Google Cloud accelerating 82% as I said. 2 times in the scene
- ▶ 1:16:18 Jason Lemkin So when an email comes in and says someone that was on the list is in play, it does not mean that an Adobe will buy them or Google buy them, but they spring to action and they make a decision within a couple of days.
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 11:02 Matt Murphy In parallel with that, you had Amazon and Google come in, both with the big investments, as well as technical partnerships around Bedrock, Vertex, uh, and then distribution relationships.
- ▶ 27:41 Matt Murphy I mean, you know, uh, Google with their TPUs a long, a long time ago, Amazon with their Traniums.
- ▶ 46:30 Matt Murphy If you're just some really great company somewhere else now, you know, uh, kudos to you and not, you know, just you personally, but like, you know, what's going on in Europe right now, like that whole, um, deep mind diaspora, you know, you…
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 47:50 unnamed speaker From other big tech companies who've had a lot of different efforts, like Google, um, Microsoft, who, um, you know, coincidentally also try to, uh, solve climate change and cancer, um, but it's not their main, uh, business, um, and they… 2 times in the scene
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 19:21 Rory O'Driscoll Where are you, Google?
- ▶ 32:29 Rory O'Driscoll And, you know, obviously, you know, inference is both something that's done within the frontier model companies where they do their own inference, and people like Microsoft and Google provide the CapEx and provide the compute for that, but…
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 1:05:41 Harry Stebbings Is it like a cloud market where you have obviously Azure, AWS, GCP, or is it an Uber and a Lyft where one takes 90% and the others kind of fight for scraps?
We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
- ▶ 53:07 Fred Turner And she will go Google it, research them, learn a little bit about their practice, um, figure out what other payers are paying them, because there's a lot of this data out there and these transparency files now of how much are they getting…
- ▶ 1:04:14 Fred Turner Google's Looker product for visualizations.
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 34:13 Rory O'Driscoll The founders of Anthropik, just like the founder of DeepMind, is very much motivated on the medical side by, you know, the desire to. 3 times in the scene
- ▶ 1:11:18 Jason Lemkin If I like their brand and I'm going to give them nothing, they're going to learn literally less than, less than a Google search, let alone an anthropic deep dive.
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 21:23 Avishai Abrahami We're trading mostly on what OpenAI or Antropic are saying, or Google is saying, right?
- ▶ 47:01 Avishai Abrahami You want to have the simulation background, you have to move, like the, the deep minds, right? 2 times in the scene
- ▶ 1:00:09 Harry Stebbings I had a picture of me and my mother on the beach from a holiday last week, and I said, like, remove the people from the background to, like, Gemini.
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 2:47 unnamed speaker So that was sort of like how we started the Google, it's a Google for your work life, but then over time as AI models got better, so it evolved into an AI platform.
- ▶ 11:55 unnamed speaker Like, you know, we, like, you know, we actually believe that everything that Enthropic is doing, everything that OpenAI and Google is doing, as well as all the innovation that's happening in open source, that's great news for us.
- ▶ 54:51 unnamed speaker Well, are you willing to call Google a legacy company? 4 times in the scene
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 17:04 unnamed speaker You had section, I think, two-thirty, the one that said websites are not liable for third-party comments on their website, which effectively is what Facebook, you know, Google, Facebook, and everyone has relied on,
- ▶ 42:03 unnamed speaker Google isn't going to say stop.
- ▶ 1:20:29 unnamed speaker It's, it's like, you know, I'm willing to bet there are more, if you check Google Trends, he gets more searches than Sequoia.
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 19:57 Mike Mignano We used Chrome.
- ▶ 40:18 Mike Mignano You gotta give up your Gmail, and your Google Docs, and your Google Sheets, and your calendar, right?
- ▶ 1:08:37 Mike Mignano oh man, 10 years ago, 15 years ago, we thought the same thing about Google.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 1:06 Harry Stebbings I, I said to you downstairs, we do a lot of shows, and I often speak to people before a show, and when I speak to Neil Mater, Ravi Gupta, Sangin at GV, and I hear what I hear, honestly, they were some of the most astounding references I've…
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