Google, every mention
427 scenes (2025), the whole family · ← back to Google
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every year 2025 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
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- ▶ 37:27 Matt Fitzpatrick I don't think anyone, and I think there was a lot of Google Sheets in that era, and you've seen some comments on it. 2 times in the scene
- ▶ 1:00:54 Matt Fitzpatrick Most of the time they're, like, Googling some stuff to try and figure out what information, not now, but this was 12 years ago.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 17:34 unnamed speaker Um, my odd runner up for is a Google.
- ▶ 29:27 unnamed speaker I mean, you had the whole Google windsurf saga, right?
- ▶ 37:16 unnamed speaker Obviously of the big caps, the NVIDIA and Google nailed it this year, and the others were roughly flat.
- ▶ 54:51 Harry Stebbings Google, Meta, Amazon, Microsoft, Apple, Nvidia. 6 times in the scene
20Product: On Running's CPO on How to Create Emotion Through Product | Why 99% of Products Fail and How to Create Cults Around Products | The Biggest Product Mistakes On Have Made & Lessons Learned with Gérald Marolf
- ▶ 1:19 Harry Stebbings Backed by top-tier investors and corporations like Google and Kleiner Perkins, the company is among Forbes' list of the top a hundred startup employers for twenty-twenty-four, G-Two's best software awards for higher satisfaction products,…
- ▶ 54:05 Harry Stebbings Google, and Kleiner Perkins, the company is among Forbes' list of the top a hundred startup employers for twenty-twenty-four, G-Two's best software awards for higher satisfaction products, and a recipient of the twenty-twenty-four…
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 12:09 unnamed speaker The interesting is they're simultaneously, they sent a cease and desist letter to Google 3 times in the scene
- ▶ 25:00 unnamed speaker If you think it's going to go up, you buy Google, you get 20% appreciation, but if you buy CoreWeave and you're right, you could get a double. 3 times in the scene
- ▶ 41:40 Jason Calacanis You know, with Google three pro or whatever it is, they all had a design mode.
- ▶ 1:12:37 Jason Calacanis Google anchors them with ten billion. 5 times in the scene
- ▶ 1:13:55 Jason Calacanis I can tell you, we do work closely with the, with a lot of the folks at Google Cloud with Saster.
- ▶ 1:18:42 Harry Stebbings Open AI at 500, Anthropic at three 60 or Google at two trillion. 6 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 23:51 David George It's the old VC trope of, you know, well, isn't Google going to do it?
- ▶ 37:29 David George And so if that money is going to go, you know, back to consumers or drivers or whatever it is, uh, in that case, and just get funneled back to Google and Facebook, like,
- ▶ 47:46 David George And so, you know, I think it's one of those cases where similar to cloud, like if you could own all of AWS, Azure and GCP as independent companies,
- ▶ 49:02 David George I think Google will play some part in that market. 2 times in the scene
- ▶ 50:44 David George The example I always use is, you know, Google and Facebook. 2 times in the scene
- ▶ 1:01:56 Harry Stebbings Gemini and Google have just released Build Anything or Build Anywhere or whatever the fuck that lovable competitor is called.
20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
- ▶ 0:59 Harry Stebbings Backed by top-tier investors and corporations like Google and Kleiner Perkins, the company is among Forbes' list of the top a hundred startup employers for twenty-twenty-four, Gitu's best software awards for higher satisfaction products,…
- ▶ 7:13 Harry Stebbings I remember searching on Google for how to create an invoice.
- ▶ 29:34 Raz Herzberg I mean, you know, the big companies, Microsoft, Google, Amazon, truly, they're so successful.
- ▶ 1:13:56 Harry Stebbings Google and Kleiner Perkins, the company is among Forbes' list of the top a hundred startup employers for twenty-twenty-four, Gitu's best software awards for higher satisfaction products, and a recipient of the twenty-twenty-four…
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 29:01 Rory O'Driscoll I mean, you know, Facebook and Google have 70% of not just all digital advertising, but all advertising.
- ▶ 56:29 Jason Lemkin It just, and it rotates Google and others that that's, I mean, in a way that placed your point, but it's so much change.
- ▶ 1:00:29 Rory O'Driscoll In Cloudland, there was an oligopoly of Amazon, Microsoft, and Google, but you couldn't easily switch between.
- ▶ 1:07:49 Jason Lemkin Google AI mode's pretty good. 4 times in the scene
- ▶ 1:31:36 Jason Lemkin On betting legally on, on confidential Google information and meta information like they're doing, right? 3 times in the scene
20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation with Federico Simionato
- ▶ 23:37 Federico Simionato Apple Notes, Google Keep, and stuff like that, and so it doesn't look like it's a great arena to fight. 2 times in the scene
- ▶ 57:34 Federico Simionato I mean, I don't want to sound arrogant, but I think I would love to work on Google. 2 times in the scene
- ▶ 57:45 Harry Stebbings Google search? 2 times in the scene
- ▶ 57:55 Federico Simionato One of my favorite products is Google Maps, just because of how useful it is every day, you know. 2 times in the scene
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 0:00 unnamed speaker Google did a code red three years ago on them, and now they're doing a code red back.
- ▶ 1:55 unnamed speaker The zeitgeist is, you know, Google did a code red three years ago on them, and now they're doing a code red back.
- ▶ 43:44 Harry Stebbings But then Google. 6 times in the scene
- ▶ 1:09:39 Jason Lemkin I don't know what Google's going to do.
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 1:24 Jonathan Siddharth Research, the labs do in house with OpenAI, Anthropic, DeepMind, et cetera.
- ▶ 29:09 Jonathan Siddharth Um, for example, uh, one reason Google had such a great lead in search for a while, um, was these data-driven feedback loops that come from people using your product and generating data that gives you the algorithm developer 4 times in the scene
- ▶ 36:52 Jonathan Siddharth I mean, I don't know anything about that, but I've been told that, like, they have different floors where, you know, maybe they're on one floor, the iPhone is getting made, and on another phone, another floor, maybe a Pixel phone is…
20Sales: John McMahon on How to Hire, Train & Retain the Best Sales Reps | How Sales Changes in a World of AI | Sales Lessons from Snowflake and MongoDB | How to Create and Drive a Sales Process with Urgency
- ▶ 8:46 John McMahon So they think about like Google Maps is your sales process. 2 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 0:20 Jason Lemkin Salesforce could be the next Google.
- ▶ 4:34 Harry Stebbings I think another very important bit of news was Google trained Gemini III. 9 times in the scene
- ▶ 13:14 Jason Lemkin The amount of compute, I mean, I, what did, what did the Google's head of, um, infrastructure say this week? 3 times in the scene
- ▶ 17:24 unnamed speaker Google should already have had their own TPU equivalent because they should have known to do this, but there's bigger fish to fry for a long time.
- ▶ 20:16 unnamed speaker Google, you can invest more. 2 times in the scene
- ▶ 21:31 Harry Stebbings Before we move on from this kind of core debate on the core incumbents, Sam Altman, um, did a memo internally within OpenAI, and he said that we were in war mode against Google regarding their increasing, uh, capabilities and the… 10 times in the scene
- ▶ 28:20 unnamed speaker Obviously executed really well in cloud and the model, and fundamentally the core search business has not declined nearly as much.
- ▶ 28:20 unnamed speaker Obviously executed really well in cloud and the model, and fundamentally the core search business has not declined nearly as much. 3 times in the scene
- ▶ 50:05 Jason Lemkin But we might, Salesforce could be the next Google.
- ▶ 57:49 unnamed speaker I mean, as we just discussed, everyone's dumping on Google nine months ago, and now the stock's up two point something X, right?
- ▶ 1:14:02 unnamed speaker When they went to Facebook, you had to go there, right? 2 times in the scene
- ▶ 1:19:01 Jason Lemkin Almost at a consumer level, almost at a Google or Facebook level, and to be a broken IPO, at least for a while, it's just, it's just a bummer for, for, for, I know we talked about a little bit last week for just the feeling that liquidity…
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 24:50 Maor Shlomo Google. 2 times in the scene
- ▶ 25:06 Maor Shlomo Including like Google Cloud and whatever, whatever they need and they have the data and whatever and integrations and then Google's suite and so on, uh, to build an incredible empire.
- ▶ 25:06 Maor Shlomo Including like Google Cloud and whatever, whatever they need and they have the data and whatever and integrations and then Google's suite and so on, uh, to build an incredible empire.
- ▶ 33:54 unnamed speaker The most thing you're worried about is Google coming in?
- ▶ 52:23 Maor Shlomo Like the, obviously the more that, that the capabilities that OpenAI builds into ChatGPT and then Google into Gemini, whatever they're like, they're going to be well, like they're going to have like serious and, and incredible agents.
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- ▶ 0:49 Harry Stebbings Backed by top-tier investors and corporations like Google and Kleiner Perkins, the company is among Forbes' list
- ▶ 54:15 Max Altman Like, cool, Amazon, Google, they're like, well, we got this really great engineer who graduated from IIT.
- ▶ 1:16:49 Harry Stebbings Google and Kleiner Perkins, the company is among Forbes' list of the top a hundred startup employers for twenty-twenty-four, G-Two's best software awards for higher satisfaction products, and a recipient of the twenty-twenty-four…
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 19:37 unnamed speaker It's not, I know Gemini, it feels like eight percent better than four or five Sonnet, but in a year, what we can do with it, we, we may under predict what we can do in a year.
- ▶ 41:33 Tomasz Tunguz Google and Microsoft and other major technology companies are, um, at a certain level, which is basically the same rate as the federal government, right? 4 times in the scene
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 4:47 Andrew Ng In a previous generation, I think Google came to dominate, you know, horizontal information discovery like web search, but there's room for lots of verticals when the internet was being built.
- ▶ 5:18 Andrew Ng Although I think Gemini with this channel advantage through control of Android and Chrome, you know, is a serious player as well.
- ▶ 25:11 Harry Stebbings You have the most fascinating perspective having obviously spent many years at Google and then obviously Baidu as well, and so having been on both sides of the table in certain respects, we have this kind of strange binary polarization of
- ▶ 34:40 Harry Stebbings Speaking of kind of the smaller niches, so to speak, there that continue to grow, how do you think about the question of, you mentioned earlier, brilliantly, that articulation of kind of horizontal and then the verticals beneath them, and…
20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify
- ▶ 4:50 Carl Rivera When you gave me the hint, I was trying to Google this name.
- ▶ 4:55 Harry Stebbings Last night, I saw your comment on the G sheet last night, and it was like, I don't know who this is, and I'm like, Kai, have you done me a fucking bad one?
- ▶ 25:15 Carl Rivera And I think this shift happened where the companies that held their own distribution, companies like Meta, like Google, but also companies like Shopify started to favor where they were already established.
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 17:15 Jason Lemkin How much do we spend for Google Slides?
- ▶ 22:46 Jason Lemkin But the level of autonomy and capability, Gamma, go out, we, we've got 20 sales calls this week, Gamma, go into my Google Calendar, create prospectuses and sales collateral for all of them, pull all the data on them last year from…
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 26:19 Harry Stebbings And then you look at Google Cloud, you look at Azure, and you look at AWS, and you're going, wow, maybe the best business in the world is a commodities business, to your point. 3 times in the scene
- ▶ 42:48 Everett Randle Like, in the nineties and early aughts, um, you know, like, if you think about, like, if you read about or hear about the Google investment, 2 times in the scene
- ▶ 1:16:14 Everett Randle And so I think we think, and we stay up all night thinking about like, well, what are, what is going to be the Amazon and the Google and the Microsoft of this era?
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 42:20 Rory O'Driscoll So you might, it might be a little less, but yes, it's in the many hundreds of billions of dollars a year in a world where today only Amazon, I mean, you know, there's a couple of companies, Google, there's a hundred billion in a quarter.
- ▶ 43:14 Rory O'Driscoll They felt they'd slipped versus Google and Microsoft in the AI world. 9 times in the scene
Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data · 20VC with Harry Stebbings
- ▶ 5:48 Joelle Pineau From being able to have machines play go at the level of humans, and out comes a team from DeepMind, you know, goes off, plays against the world champion, and shows that that RL can basically do it.
- ▶ 11:31 Harry Stebbings With respect to Google, I mean, Transformers obviously birthed in Google and sad as papers for many, a couple of years. 2 times in the scene
- ▶ 19:42 Harry Stebbings It's interesting, Sam, speaking of kind of children there at home and how they engage with it, you know, Sam Ortman said that kind of young people engage with it as like an OS to the world, and AI is that companion for them, and then older…
20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
- ▶ 1:03 Harry Stebbings Backed by top-tier investors and corporations like Google and Kleiner Perkins, the company is among Forbes' list of the top a hundred startup employers for twenty-twenty-four, G-Two's best software awards for higher satisfaction products,…
- ▶ 1:29:37 Harry Stebbings Google and Kleiner Perkins, the company is among Forbes' list of the top a hundred startup employers for twenty-twenty-four, G-Two's best software awards for higher satisfaction products, and a recipient of the twenty-twenty-four…
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 1:14:09 Jason Lemkin Contrast this with Sergey Brin coming back to Google, everything else happening. 6 times in the scene
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 5:34 David Cahn And I've written a lot about the AI supply chain for that reason, because you really need to care about not only, okay, Meta and Google are both building a data center, but who's the guy that they're calling, and who's the guy that he's…
- ▶ 16:10 Harry Stebbings Are three of the best businesses, not commodity businesses, in the form of Google Cloud, AWS, and Azure?
- ▶ 17:00 David Cahn And what I think people underestimate about the big tech companies is that when the big tech companies were founded, when Google was founded, nobody thought it was going to be a monopoly. 2 times in the scene
- ▶ 54:33 David Cahn Uh, before that, you know, in the early 2010, Google and the big tech companies were the hot place to go work. 2 times in the scene
20Growth: How to Build a Paid Marketing Machine: ROAS (Return on Ad Spend) 101 | The Rise of User Generated Content and How to Use It | TikTok Ads: Expectations vs. Reality | Hiring for Growth: When and Who with Sandy Diao
- ▶ 1:10 Harry Stebbings Backed by top-tier investors and corporations like Google and Kleiner Perkins, the company is among Forbes' list of the top-hundred startup employers for twenty-twenty-four.
- ▶ 12:44 Sandy Diao You know, when I was at, at Meta during the years when we were at, you know, three billion family of apps users across all the different products, there was already a time in which we were still looking at companies like Google and saying,… 2 times in the scene
- ▶ 34:25 Sandy Diao So you can use their app, mobile app, or you can use their Chrome extension, take a screenshot of a problem that you're working on, and it will essentially guide you to the answer or help
- ▶ 1:14:04 Harry Stebbings Google and Kleiner Perkins, the company is among Forbes' list of the top a hundred startup employers for twenty-twenty-four, G-Two's best software awards for higher satisfaction products, and a recipient of the twenty-twenty-four…
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 0:34 Harry Stebbings They've raised over seventy million dollars from the likes of Sequoia, GV, Dylan Field, Elad Gill, and even the legend that is Mark Benioff.
- ▶ 0:43 Harry Stebbings Now, before founding Warp, Zach was a principal engineer at Google, where he led development of Google Docs.
- ▶ 4:21 Harry Stebbings Google Sheets, you led engineering there, rewrote it from the ground up, is what I was told in my extensive referencing, which as a venture investor is almost fuck all, because we don't do diligence these days. 5 times in the scene
- ▶ 6:30 Zach Lloyd And the anti-powder that I'm looking out for is like, okay, I was a Google engineer building for tons of scale and then go to a, found a company and like, it's very easy to get like anchored on sort of the beauty of the engineering and… 2 times in the scene
- ▶ 7:07 Harry Stebbings Internally at Google, I walked with one of the biggest execs in the world the other day, and they said that Sundar is a terrible leader. 19 times in the scene
- ▶ 26:27 Harry Stebbings It's a really shitty VC thing of like, well, Google could just do that, and that was always the case, like, well, Amazon could just do that, but here, they could and they are.
- ▶ 40:18 Zach Lloyd It might look like G cloud, AWS, Azure level competition, or it might look like actually like open source, like database competition. 2 times in the scene
- ▶ 56:57 Zach Lloyd The other VCs I have are like, I have Greg from Box Group and Eric from GV, and I trust them all to be like, 3 times in the scene
- ▶ 57:19 Zach Lloyd I mean, I worked with him at Google. 5 times in the scene
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