Google, every mention
287 scenes (2024), the whole family · ← back to Google
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every year 2024 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
Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
- ▶ 6:47 Harry Stebbings Do you think we will continue to live in a world of many models which are specialized in many different areas, or do you think there will be one or two monolithic models similar to what we have in cloud today with AWS, Azure, Google Cloud?
- ▶ 40:14 Harry Stebbings You've seen Amazon, Meta, Google, all trying to build out their own chip capabilities?
- ▶ 45:07 Harry Stebbings I think what's relevant is the technology cycle, and I think when you see Larry and Sergei, they are back at Google, fucking working.
Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
- ▶ 26:24 Reid Hoffman So, uh, Google's engineers, some of the best in the world at running data centers, thought we have run our data centers as efficiently as possible. 2 times in the scene
- ▶ 26:31 Reid Hoffman It was, I think, five, seven, eight years ago, DeepMind ran their algorithms on Google's data centers and figured out how to save 15% of the electricity.
- ▶ 30:27 Harry Stebbings Um, you mentioned that, actually, DeepBind and what you did with efficiency within data centers.
- ▶ 30:32 Harry Stebbings How important was Willow, Google's announcement on their new quantum chips yesterday?
- ▶ 47:47 Harry Stebbings Do you think NVIDIA continues to accrue power and monopolization, or monopolies, ah, or do you think it continues to be eaten away by Apples, Googles, Amazons, building more and more of their own chip supply and ability? 2 times in the scene
Zachary Bookman: Why Valuations and Fundraising are BS | E1235 · 20VC with Harry Stebbings
- ▶ 1:09:45 Harry Stebbings I know, one of my, my dear friends, um, who runs Google Ventures, he's like, the thing I love about you, Harry, is, like, you're the only person who thinks in, like, massive sun time horizons, which is, like, absolutely, this is, like, a…
George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234 · 20VC with Harry Stebbings
- ▶ 19:17 George Arison Like we have, we pay Apple and Google.
- ▶ 36:43 George Arison Uh, ads are about 15% of our revenue in, in total, but obviously on a margin basis, they're even higher percentage, because it's a very profitable part of the business, and we don't have to pay the Apple and Google taxes on that revenue. 2 times in the scene
Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- ▶ 24:57 unnamed speaker Um, mostly not because of OpenAI, but because of Google. 11 times in the scene
- ▶ 25:14 unnamed speaker Uh, and I think Google is so deeply ingrained and have the distribution around, uh, around search. 3 times in the scene
- ▶ 26:42 unnamed speaker Search side, they're actually like doing better than they are on sort of the Gemini and many of the others, but their core technology is still pretty good.
Jason Citron, Co-Founder/CEO @Discord: The Untold Story Behind Scaling to 200M Users | E1230 · 20VC with Harry Stebbings
- ▶ 30:17 Harry Stebbings The reason you sell is because you believe there's more strategic benefit to be had from the acquirer and what it does to your position as a company, say Instagram with Facebook, say YouTube with Google.
- ▶ 50:03 Jason Citron Like even today we have Google and with AIs in the future, like, you know, it's, it's going to be more about
Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
- ▶ 25:07 Harry Stebbings Uh, but on some, one of these channels, and he was like, actually the amazing thing about perplexity is the length of query is much longer than on Google.
- ▶ 28:03 Raman Malik Is that, um, is that our Google description though?
- ▶ 43:19 Raman Malik I mean, they're the obvious ones, Google and ChatGPT. 2 times in the scene
Markus Villig, Founder @Bolt: The Most Insane Story in Startups & The Future of Self-Driving| E1225 · 20VC with Harry Stebbings
- ▶ 4:29 Markus Villig I, uh, set up this survey, uh, on social media, uh, in Google forms, uh, sent it to my school list, put it up everywhere I could, and hundreds of people replied.
- ▶ 8:42 Markus Villig And I quickly Googled before I go there, how do you interview a person?
- ▶ 18:44 Harry Stebbings You were Googling how to hire someone.
- ▶ 1:14:00 Markus Villig Google is one of the wealthiest companies on the planet.
Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
- ▶ 32:51 Matt Grimm I don't think this is a situation of like Google versus Yahoo where, where one is the obvious dominant winner by 10 X and then there's the other rands.
- ▶ 1:36:24 Matt Grimm And you have to look no further than the debate and the dialogue around COVID post kind of in those first few months around when the pandemic really took the world over and social media platforms, Google's, the, the, the mass media sort of…
Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
- ▶ 9:11 Daniel Khachab Not Google sheets, but Excel sheets.
- ▶ 25:54 Harry Stebbings If you go to London though, we've got, we've got DeepMind.
- ▶ 31:39 Harry Stebbings Naively posit, well, we have DeepMind, and we have actually huge amounts of Lama resources in Paris, and incredible AI centers in Paris.
- ▶ 40:23 Daniel Khachab The first thing I did was I Googled best books on crisis management.
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 2:11 Mamoon Hamid Yeah, we have some very strong incumbents, Google, Microsoft, Amazon, Meta, Oracle, who can all spend hundreds of billions on these front end models.
- ▶ 16:51 Mamoon Hamid Same with Google Cloud.
- ▶ 24:35 Mamoon Hamid Nobody wanted to invest in a cloud storage business that would get eaten up live by a Google or a Microsoft.
- ▶ 30:12 Mamoon Hamid You can hold on to your Google stock forever as, as John Doerr has done over the last 25 years.
- ▶ 41:56 Mamoon Hamid He's like, like one of the, the, you know, Google fellow type of person.
Antoine Le Nel, CGO @Revolut: How Revolut Launch and Grow Products & Why CAC is a BS Metric | E1216 · 20VC with Harry Stebbings
- ▶ 34:08 Antoine Le Nel At the end of the day, you know, between the way this works and the way Google does OKRs, you know, where we know, I mean, OKRs, I mean, you know, the theory about OKRs, you should always be around 70, 80% of achievement.
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 16:18 David Frankel Try to outspend Kayak in the other place, spending a hundred million dollars a month, Google's single largest advertisers.
- ▶ 51:54 David Frankel oh my god, like I'm going here before Google, I'm not sure that Microsoft can think of it only as their plaything.
- ▶ 1:21:30 David Frankel Goes into Facebook, Google, everything online needs them. 2 times in the scene
Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
- ▶ 12:34 Eoghan McCabe You know, the size of Google or Facebook when they were worth a hundred billion dollars in employee size was, was substantially smaller than
- ▶ 19:12 Eoghan McCabe Now that said, some of the greatest technology companies of our generation then go on to build networks and other things that do become defensible, whether it's Apple's iMessages or their ecosystem, um, whether it's Google's data, whether…
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
- ▶ 0:00 Jeff Wang I do think there are more threats on Google's business than there have been ever in the company's history.
- ▶ 44:20 Harry Stebbings If you think about Google on Amazon, you've got Google Cloud, Cash Cow, App AWS, Cash Cow, and then Zuck is like, oh, 8 times in the scene
- ▶ 44:20 Harry Stebbings If you think about Google on Amazon, you've got Google Cloud, Cash Cow, App AWS, Cash Cow, and then Zuck is like, oh, 2 times in the scene
- ▶ 54:00 Jeff Wang I mean, 30% higher, I think, would effectively eat away every single dollar of, uh, Google EBIT.
- ▶ 1:10:15 Jeff Wang Probably not taking Google more seriously.
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
- ▶ 9:43 Eiso Kant All of us, OpenAI, Anthropic, Google, et cetera, are doing this, and we're just constantly improving here. 2 times in the scene
- ▶ 19:41 Eiso Kant This is Google in number two, uh, sorry, Microsoft in number two, Google in number three. 6 times in the scene
- ▶ 19:56 Eiso Kant Furtest along that has been Google with their TPUs. 2 times in the scene
- ▶ 31:17 Eiso Kant And this is, I think, on the earnings calls of NVIDIA and, and, and Amazon and, and Google and Microsoft, I think you can get most of your, your view there.
- ▶ 37:28 Eiso Kant And no other company, the exception of maybe Google, had that deep of a realization. 3 times in the scene
- ▶ 40:50 Eiso Kant In a decade from now, we're going to look back to this moment, and it's similar, I think, how we look back to the early days of the computer, the early days of the internet, the early days of Google and others, and realize that we didn't… 2 times in the scene
- ▶ 43:43 Eiso Kant If look at our capital raise, our last five hundred million dollar round, you'll see that there's none of the, the big hyperscalers, Google, Microsoft, you know, Amazon were part of the round.
- ▶ 53:29 Eiso Kant What I would like to see and what I think is going to happen is that it's not just Google, Amazon, and Microsoft.
- ▶ 58:18 Eiso Kant The number one company we have to give credit to is DeepMind. 2 times in the scene
- ▶ 58:33 Eiso Kant But in terms of when you look at it from a numbers perspective and sheer size of people, I think, you know, Google separately and DeepMind as part of Google had made much larger investments. 2 times in the scene
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 8:00 Bret Taylor They include Google.
- ▶ 13:52 unnamed speaker So Amazon web services, Azure, Google cloud services like that there's tool makers.
- ▶ 26:57 Bret Taylor Um, so if you look at the history, short history of sort of this current wave of modern AI, you know, it started, I think with the transformers model, which was a, um, paper from Google called attention is all you need, which changed the…
- ▶ 31:39 Harry Stebbings We're building a Google killer.
- ▶ 36:49 Harry Stebbings We're seeing Google. 3 times in the scene
- ▶ 1:13:36 Bret Taylor One of the things that I've admired the most about the leaders you mentioned, whether it's Larry and Sergey, Mark Benioff, Mark Zuckerberg, uh, Marissa, whom I worked for at, at Google, um, is this sort of relentless drive.
Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings
- ▶ 28:45 Eric Vishria And then Google series A was 1998. 4 times in the scene
- ▶ 31:19 Eric Vishria I think that's a good question that, that is, um, really interesting because if you think about open AI and anthropic and, and meta and Google,
Dmitry Gurski: From Potato Farm to $200M in Revenue: The Never-Before-Told Story of Flo Health|E1205 · 20VC with Harry Stebbings
- ▶ 6:46 Dmitry Gurski We had exit to Google, exit to Facebook, ah, we started several companies, ah, um, which have, uh, has revenue in a 100,000,050 million.
- ▶ 19:12 Dmitry Gurski The most significant was to create the best product, and the best product means that users were happy, and they were providing good ratings, and then, like, system of promotion of App Store and Google Play started to work because they have… 2 times in the scene
Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
- ▶ 3:45 Phil Carter And then at some point it kind of hit this tipping point where all of the content that Quizlet had created originally as a digital flashcards app meant that they were appearing in more and more of these long tail search queries on Google…
- ▶ 17:29 Phil Carter The problem was, when we looked at the technical SEO metrics, things like what percentage of new sets created, sets are like the atomic unit of content on Quizlet, so what percentage of sets, ah, created in the UK are actually getting…
- ▶ 28:45 Phil Carter But once you're really starting to scale, you run into the opposite problem where you throw too much money at Facebook or Google too quickly.
- ▶ 40:52 Phil Carter I think Google and Apple are under increasing pressure to lower the average app store fee, at least in certain cases.
- ▶ 1:16:24 Phil Carter So like chat, GPT, anthropic, Gemini, whatever the case may be, is going to displace Google searches. 2 times in the scene
- ▶ 1:22:12 Phil Carter They tried during the pandemic to just run Facebook and Google ads like everyone else.
Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
- ▶ 1:04:38 Mike Hudack I think you really have to believe your gut, um, partially because you're probably correct, at least about your company, like, you know, a director or a VP from Google is not necessarily gonna do well at your, like, hundred person company,…
Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
- ▶ 7:29 Scott Gorlick We weren't doing a ton on Google, but it was really the operational teams going out and finding drivers.
- ▶ 10:29 Scott Gorlick It was just like on a Google voice and sort of back and forth textings and desk.
- ▶ 39:48 Scott Gorlick So they basically kind of locked in people for a year and, you know, if you believe that perplexity could be like the next Google search, you know, you're happy to pay that CAC or sort of that free membership and sort of
Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
- ▶ 25:18 Harry Stebbings Can you create AGEI-like products or God-like products unless you are Google, Amazon, Apple, or Facebook?
- ▶ 26:16 Harry Stebbings You know, the obvious there's Amazon, there's Google, and then for Facebook, there's obviously Instagram and Newsfeed.
Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
- ▶ 14:20 unnamed speaker When I was an IPO analyst at Google, you know, I had a buy rating on the stock, and that, because Google had a very high incremental margins. 6 times in the scene
- ▶ 17:13 Imran Khan Not everything gonna be Google and Facebook, that's totally okay.
- ▶ 23:05 Imran Khan So if you're selling it to Google, if you're selling it to Facebook or selling to Adobe, but you know, if you look at the NAS, I think the US public market, I think what, there's 2000 companies over two billion dollar market cap. 2 times in the scene
- ▶ 32:14 Imran Khan Traditional IPO, uh, auction IPO that Google did, and I think somebody else did, uh, and then direct listing that few companies did.
- ▶ 37:48 Imran Khan Google started as an enterprise search business.
- ▶ 43:29 Imran Khan So look at Google versus Yahoo situation, right? 13 times in the scene
- ▶ 48:56 Harry Stebbings I do want to touch on, you mentioned Google quite a few times, but you also took Alibaba public. 2 times in the scene
- ▶ 52:14 unnamed speaker You know, they were like, look at Google, look at Facebook, that went down 40%.
Aman Narang: 5 Lessons Scaling Toast to $14BN Market Cap | E1192 · 20VC with Harry Stebbings
- ▶ 16:28 Aman Narang And he goes to our website, and he calls the number, and the phone starts ringing in my pocket, because it was a Google Voice number. 2 times in the scene
Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- ▶ 8:30 Harry Stebbings Amazon, Google, Facebook.
- ▶ 16:23 Aidan Gomez We also run on, uh, TPUs from, from Google. 2 times in the scene
- ▶ 16:23 Aidan Gomez We also run on, uh, TPUs from, from Google. 2 times in the scene
- ▶ 30:56 Harry Stebbings I think everyone realizes now that cloud is the cash cow that keeps on giving when you look at kind of the continuing growth rates and profitability of Azure and Google Cloud and everything in between, and actually you'll just see the…
- ▶ 46:43 Aidan Gomez It used to be like Google Brain. 4 times in the scene
- ▶ 46:45 Aidan Gomez Google Brain, DeepMind, um.
- ▶ 47:03 Aidan Gomez You know, I don't want to comment on Google, but I can say that what's really important is product vision and the ability to imagine what could be with the technology. 2 times in the scene
Laela Sturdy: Life Inside Alphabet's $7BN Growth Fund | E1190 · 20VC with Harry Stebbings
- ▶ 18:21 Harry Stebbings Like, Wiz doesn't sell to Google.
- ▶ 49:09 Harry Stebbings Google Ventures does Series B and so does Capital G. 4 times in the scene
Kaz Nejatian: How Shopify Built a $90BN Business to Last 100 Years | E1189 · 20VC with Harry Stebbings
- ▶ 9:46 Kaz Nejatian The fact that Google Sheets is built the way it is changes how you write, how you think, how you, like, imagine the world.
- ▶ 25:32 Kaz Nejatian Kind of Google? 2 times in the scene
- ▶ 45:41 Kaz Nejatian And I think Shopify and Stripe, Shopify and Affirm, Shopify and Meta, Shopify and Google, Shopify and Apple, like, these are incredibly powerful partnerships.
- ▶ 54:08 Harry Stebbings But when we look at, you know, um, Google, when we look at Amazon, when we look at Microsoft, when we look at Elon Musk and, you know, X and Tesla, and when we then extrapolate that out across everyone worth over a hundred billion dollars,…
- ▶ 1:00:28 Harry Stebbings The reason I say this, I was walking around the park with a public company CEO and he said, never hire leaders from Google.
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