also referred to as: alphabet
includes Google Search, Google Maps, Google DeepMind, Google Chrome, Google Now, Google TPU, Google I/O, Google Play, Google Glass, Google Cloud, Google Assistant, Google Daydream and 81 more
353 statements across 201 episodes · 109 bullish · 101 bearish · 112 people on the record · first statement Jul 15, 2017 by Benedict Evans · said 3,110 times in 571 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Benedict Evans (710), Chris Dixon (126), Marc Andreessen (105), Alex Rampell (105), Kyle Russell (100), Steven Sinofsky (88), Ben Horowitz (85), Michael Copeland (77)
tap a year for its mentions
2026 151 mentions in 35 episodes 4 per episode
- Inside a16z’s Top 100 AI Apps Report with Olivia Moore
- The Biggest Bottlenecks For AI: Energy & Cooling
- Why AI Demand Is Outrunning Compute Supply
- The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- Why AI Agents Could Finally Reinvent the Credit Card
- Why Physical AI Is the Next Frontier | The a16z Show
- How AI Changes the Economics of Innovation
- Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- 27 more episodes that year, every mention in 2026 →
2025 568 mentions in 95 episodes 6 per episode
- Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
- AI Eats the World: Benedict Evans on the Next Platform Shift
- "Is there an AI bubble?” Gavin Baker and David George
- Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech
- The Death of Search: How Shopping Will Work In The Age of AI
- Where Crypto Meets AI with Chris Dixon & David George
- Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
- 87 more episodes that year, every mention in 2025 →
2024 155 mentions in 39 episodes 4 per episode
- The 2025 AI Search Race
- Politics & the Future of Tech
- Trump Vs. Biden: Tech Policy
- The Future of Prosumer: The Rise of “AI Native” Workflows
- Future of Crypto, Blockchain & Web3 w/ Chris Dixon
- Zach Perret (Plaid) & Simon Khalaf (Marqeta): New Applications in Fintech
- Build Your Startup With AI
- Bringing AI to the Masses with Adam D'Angelo, CEO of Quora
- 31 more episodes that year, every mention in 2024 →
2023 103 mentions in 39 episodes 3 per episode
- The Rise of the Exponential Organization with Peter Diamandis and Salim Ismail
- AI Hardware, Explained.
- 2023 Big Ideas in Technology (Part 2)
- Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
- What is the Future of Hollywood?
- Disrupting the World's Largest Asset Class with Adam Neumann
- Safety in Numbers: Keeping AI Open
- Embedded AI: The Questions Every CEO is Asking
- 31 more episodes that year, every mention in 2023 →
2022 45 mentions in 9 episodes 5 per episode
- The Network State with Balaji Srinivasan
- Two-Sided Networks in Healthcare - a Founder's Playbook
- The Factory of the Future with Chris Power
- Neal Stephenson on the Future of the Metaverse
- Pay Without Borders with Alex Bouaziz (Deel), Darren Murph (GitLab), and Sondre Rasch (Safetywing)
- Rearchitecting the Supply Chain with Ryan Petersen
- AI and the Creator Economy with Karen X Cheng
- Privateer’s Steve Wozniak, Alex Fielding, and Dr. Moriba Jah on the Data Highway Above
- 1 more episode that year, every mention in 2022 →
2021 3 mentions in 3 episodes 1 per episode
2020 23 mentions in 7 episodes 3 per episode
- How Gaming is Changing the Media Landscape
- The Latest in Cyber Attacks
- We Don't All Need to Learn to Code
- Food, Drugs, and Tech: 100 years of Public Health
- From Unknown Title to Viral Game: 12 Growth Lessons From Spellbreak
- The Risk, Fear, and Preparation Behind Free Solo
- Explaining AI
- every mention in 2020, scene by scene →
2019 1,846 mentions in 290 episodes 6 per episode
- a16z Podcast | For Google, Android is a Tactic and Cloud is a Strategy
- a16z Podcast | Innovation vs. Invention at Google I/O
- a16z Podcast | Google I/O -- A Three-Hour Tour (in 30 minutes)
- a16z Podcast | Truce for Mobile, Battle for VR
- a16z Podcast | The Year Mobile Began to Truly Dominate Tech
- a16z Podcast | Apple and Google Won the Mobile OS War, But a New War Has Already Begun
- a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
- a16z Podcast | The Strategies and Tactics of Big
- 282 more episodes that year, every mention in 2019 →
2018 71 mentions in 24 episodes 3 per episode
- What's Next in Consumer Startups?
- Distribution, Channel & Partnerships
- The End of the Beginning
- Company Building in Crypto: A Conversation between Brian Armstrong and Chris Dixon
- Crypto and Decentralization: Building Blocks
- Managing Risk and Uncertainty: The Future of Insurance
- When Software Eats the Real (Estate) World
- An Intro to Crypto: Decentralization, the Big Picture
- 16 more episodes that year, every mention in 2018 →
2017 145 mentions in 30 episodes 5 per episode
- Mobile Is Eating the World, 2016
- Jason Mars
- AI, Deep Learning, and Machine Learning: A Primer
- The Promise of AI
- The Future of Money: Banking on Fintech
- Mobile Is Eating the World, 2015
- 10 Year Futures (vs. What's Happening Now)
- What Happens When Mobile (Really) Hits the Wallet
- 22 more episodes that year, every mention in 2017 →
Everything said about Google, oldest first
Jul 15, 2017 neutral
Evans: Combined GAFA revenues remain smaller than TV and advertising
“Even Google, Apple, Facebook, and Amazon combined there, or GAFA, as the telecoms industry tends to call them add up to less than TV business or advertising and are much, much smaller than mobile or proper, proper industries like cars or clothes.”
Jul 15, 2017 positive
Jul 15, 2017 positive
Jul 15, 2017 bearish
Evans: The internet is moving beyond Google's PageRank and web pages
“As a consequence, we've also moved on from the single unified paradigm of Google, because Google is fundamentally about analyzing links and sending you to web pages, but if the internet is no longer just about web pages, then that PageRank model breaks down, j…”
Jul 15, 2017 positive
Precision agriculture needs Amazon, Google, and Tinder-style analytics
“So in terms of analytics then, we need to make Amazon recommendations to farmers for things like irrigation scheduling or the application of inputs, fertilizers, pesticides, water. We need Google search for crop disease. We need Tinder for pests.”
Jul 15, 2017 positive
Casado: Waze grew to 50M users on $70M before $1B Google acquisition
“Waze started in about, I think it was 2007, and it went through three rounds of funding, probably got seventy million dollars in total, and within five years, It had a mass, I think, fifty million users and was sold to Google for a billion dollars.”
Jul 15, 2017 positive
Pande: Alphabet restructuring places medical subsidiaries alongside core search
“If you look at the alphabet restructuring, it puts Verily and Calico and these other elements that are very much medical centric, much more in the forefront. And search and the core business is just another one of those verticals.”
Jul 15, 2017 bullish
Pande: Digital health startups could be acquired by pharma or tech giants
“I could see a Pfizer buying Omada, you know, and maybe coupling with a drug or maybe not. I could see Google buying a company like Omada. I could see Freenome being bought either by a therapeutics company that wants a diagnostic, or by, let's say, a sequencing…”
Jul 15, 2017 positive
Jul 15, 2017
Jul 15, 2017 neutral
Jul 16, 2017 negative
Chen: Handoff UX is a Major Challenge for Semi-Autonomous Vehicles
“Having a mixed mode, where sometimes a car drives itself and sometimes you drive it, is how do you design that user experience? How do you get the car to say, hey, I'm uncertain about what to do in this situation. You need to take over. And if you look at the …”
Jul 16, 2017 bearish
Google Drains Retail Profit Margins Through Dual-Funnel Advertising Spend
“A lot of people think Google massively overcharges. They're taking all the margin out of the product because of this. The marketers, brands are spending at the top. Retailers are spending at the bottom. Margins is disappearing into the coffers of these compani…”
Jul 16, 2017 negative
Horowitz: Microsoft beat Google in cloud productivity due to enterprise culture
“Google, like had, they built Google Apps, like what, like five years before Microsoft really got going with Office three 65, and Microsoft ran right by them. Why? Because there was no enterprise culture in Google, none.”
Jul 16, 2017 bullish
Rampell: Apple and Google will fully open their mobile wallet platforms
“Apple and Google need to open up their respective wallets, but I think they will, because Apple and Google, if they want to build a powerful position and actually truly have the mobile wallet not just be a payment type that has three credit cards in it, But ac…”
Jul 16, 2017 positive
Rampell: Amazon's Fire Phone was a smart move against app store fees
“Amazon, they built the Fire Phone. Which ended up being a flop, but it was a very, very smart move for Amazon to do because they realize if I'm Amazon and I want to go sell a book to somebody, I'm not allowed to do that through Apple or through Google unless I…”
Jul 28, 2017
Jul 28, 2017 positive
Jul 28, 2017 positive
Mars: Tech giants are building future data centers around deep learning
“Deep learning is absolutely the bet that companies are making, right? So Google has put a lot of resources into deep learning you know, Facebook. We're designing future data centers and future infrastructures around this one technique, and it's primarily becau…”
Jul 28, 2017 negative
Jul 29, 2017 positive
Jul 29, 2017 negative
Horowitz: Proprietary Deep Learning Breakthroughs Are Hard Due to Open-Source AI
“So everything out of academia is going into open source and then everything out of Google is being open sourced, and Facebook, and so forth. So it's really hard To do a proprietary breakthrough, like, you know, in, like, ok, I've got something that's, whatever…”
Oct 26, 2017 neutral
Oct 26, 2017 neutral
Oct 26, 2017 positive
Oct 26, 2017 neutral
Dec 5, 2017 neutral
Evans: Dominant Tech Giants Always Look Invulnerable Right Before They Fall
“The winners always look invulnerable until they don't. So, IBM looked invulnerable, then Microsoft, Intel, Nokia did, then the internet giants of the last bubble, now Google, Apple, Facebook, Amazon look invulnerable, but all the previous ones fell, and it was…”
Dec 5, 2017 neutral
Feb 3, 2018 neutral
Mar 7, 2018 bullish
Mar 7, 2018
May 4, 2018 neutral
Terry Angelos: Payments Will Recede Into Background as Commerce Verticalizes
“So I think we're going to see a big race toward verticalized commerce. I think when you put together in the U S at least what Amazon's trying to do, Google's trying to do with echo and a few other things, you'll see payments just recede into the background.”
Jul 15, 2018 positive
Stark: Big tech UX talent will solve crypto usability challenges
“Getting the folks that say maybe we're doing You exit, you know, Apple, Google, Facebook, and coming into this world that can really think through these problems and develop compelling user experiences, I think is going to be a big part of it.”
Jul 15, 2018 negative
Aug 20, 2018 negative
Zuegel: Web2 OAuth restricts developers through centralized platform gatekeeping
“And it doesn't give you all the information that you could possibly want because it's dependent on Google and Facebook and Twitter and so on, ah, to give you the information that they're willing to give, which is pretty limited.”
Nov 30, 2018
Dec 8, 2018 bullish
Auto-Generated Shareable Videos Enable Organic Acquisition Without Paid Ads
“The nice thing is that what happens is every time you use the product, you're going with a group of friends. It's fun to take photos. You generate a video at the end of your experience that then you share to social media. And that means that this type of compa…”
Dec 16, 2018 negative
Jan 2, 2019 neutral
Jan 2, 2019
Jan 2, 2019 negative
Jan 2, 2019 positive
Jan 2, 2019 bullish
Active Android devices will reach 2-3B; iOS will reach 700-900M
“And, you know, as things play out with the current dynamics, which aren't really going to change in the next two or three years, we will end up with seven, eight, nine hundred million iOS devices in use on Earth. It's probably about 500 now. And we'll end up w…”
Jan 2, 2019 neutral
Apple holds 10% and Android 45-50% of global phone sales
“In as much as Apple has about, well, in the launch quarter, they have about 10% of all the phones sold on Earth, and Android has another 45 to 50% although only about two-thirds of those are Google Android and one-third are in China and don't have any Google s…”
Jan 2, 2019 neutral
Jan 2, 2019
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Jan 2, 2019
Evans: TV has replaced music as Big Tech's ecosystem battleground
“Music was an ecosystem battleground, and it's turned into a checkbox commodity feature that you throw into any new product as like something you have to have. You know, you're launching a phone, you're launching this, you're launching, you've got to have a pho…”
Jan 2, 2019
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Jan 2, 2019 positive
Levie: Building custom data centers loses value versus buying cloud compute
“You're probably better off letting Amazon, Microsoft, Google all compete for your dollars than you going and building them out yourself, and then by the time you deploy them, Moore's Law cycle, another Moore's Law cycle has already occurred, and you've lost, y…”
Jan 2, 2019 negative
Sinofsky: Non-tech firms cannot compete with tech giants on security
“It also allows IT to focus much less on the deployment and management and scale and reliability and security, which of course, the idea of competing with, you know, the Googles and the Amazons and the Microsofts on security, if you're, you know, an appliance m…”
Jan 2, 2019 positive
Jan 2, 2019 negative
Jan 2, 2019 negative
Jan 2, 2019 bearish
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jan 2, 2019 neutral
Jan 2, 2019 positive
Evans: Google is the new Microsoft in its universal computing platform ambition
“I think there's a macro point here that Google is the new Microsoft, and this is the thing that came out really strongly last year, and indeed this year, is the sort of self-confidence and the ambition to do absolutely everything to become the global computing…”
Jan 2, 2019 negative
Evans: Google Glass was an experimental product test that failed
“Google's been incredibly quiet on glass for years. And, you know, the thing is really, you know, it's gone nowhere. You know, just, you know, we don't know. Maybe there'll be something will happen. Maybe it won't. But it feels like it was out there. It was a t…”
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019
Evans: Desktop users navigate to daily sites by searching Google directly
“Google picks up that vast long tail of, and it probably, in fact, on the desktop internet, Google also picks up the 20 things that you use every day, because that's how you get to them. You just go into Google and you search for Facebook, or you go into Google…”
Jan 2, 2019 negative
Andreessen: Attacking founder-led incumbents is extremely dangerous for startups
“A very dangerous thing to do is to attack companies that we, that our internal term is the new incumbents. And so it's one thing to, like, go attack, you know, a tech company that's been in business for 50 years that's on its sixth CEO or something like that. …”
Jan 2, 2019 negative
Masters: Startups cannot match Google or Facebook compensation to recruit top talent
“And I think that's the only way that if you're a startup, that's the only way that you're going to, you know, you're not going to be able to pay as much as Google or Facebook at this point. And that's the only way to attract people. Probably.”
Jan 2, 2019 neutral
Dixon: VC regret comes from missing potential mega-outliers, not moderate successes
“If you pass on a company where, okay, that maybe they'll be successful. You don't stay up at night thinking about that. If you pass on the company that there's a one percent chance at the next Google and people are going to talk about this story for the next 3…”
Jan 2, 2019 negative
Jan 2, 2019
Thiel: Easy success or early failure teaches founders the wrong lessons
“Most of the time people are either in companies that fail, and then the lesson you learn is that it's impossible to build a great company, and so the next time around you try for something that's less ambitious, and so And then you certainly will not build a g…”
Jan 2, 2019 negative
Jan 2, 2019
Jan 2, 2019
Evans: Google contracts block OEMs from selling both Google and forked Android
“Well, the problem for them is that Google's contract says you're not allowed to sell a forked and uncompatible and open version of Android. And, or if you do, you can't sell a single phone that has Google services on it.”
Jan 2, 2019 negative
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Jan 2, 2019 bearish
Jan 2, 2019 bearish
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Nguyen: Big Data Is Defined by Learning Thresholds, Not Volume
“So I like something that Peter Norvig, the director of research at Google said when he referred to big data, he says, big data is not just quantitatively different, but it's qualitatively different. In other words, there's something that happens when you have …”
Jan 2, 2019 neutral
Chris Dixon: Tech platforms and telecom carriers are entering total war
“It's now kind of just total war where everyone is fighting everyone, you know, Google and Facebook are building internet access and Verizon is getting into content and they're getting into TV and they're just, you know, so there's no, You know, in some ways, a…”
Jan 2, 2019
Chris Dixon: Ad tech startups must sell quickly during M&A consolidation waves
“My advice was always, when that happens, you gotta, like, It's like musical chairs. And if you don't get a seat, you know, you're probably screwed because now these guys are all part of, you now have your direct competitor is now part of Google and part of Fac…”
Jan 2, 2019 positive
Janeway: Google stands out for its exceptional culture of integrating acquisitions
“I'm very, I have to say, I'm extraordinarily impressed by Google's style of being able to acquire and support and create space. Now, if you're as rich as Google is, you can afford to do that, but it's a cultural phenomenon.”
Jan 2, 2019 neutral
Evans: For Google, Android is a tactic; for Apple, device is strategy
“For Google, Android is a tactic, and cloud is a strategy, whereas for Apple, the device is a strategy, and the cloud is a tactic. The cloud is a feature of the core strategy, whereas for Google, the device is a feature of the core strategy.”
Jan 2, 2019 neutral
Jan 2, 2019
Evans: Global annual photos taken likely reaches 10 to 100 trillion
“Even if you just add up the numbers from Facebook and Snapchat, Facebook and Instagram and WhatsApp and so on, you get to about eight or nine hundred billion photographs taken last year. And that's just, sorry, shared. So if there were eight or nine hundred bi…”
Jan 2, 2019 neutral
Evans: Streaming content is no longer strategic leverage for Apple or Google
“Once we went to streaming services, it became really, really easy to switch from device to device, and so content really isn't a strategic lever anymore. It may be, we'll see what Apple does with music next week, but, you know, for the sake of argument, right …”
Jan 2, 2019 neutral
Evans: Cloud-based machine learning is in Google's DNA, not Apple's
“On the other hand, Google finds it really easy to do image recognition in the cloud of every photo you've ever taken, because that's what Google does, and Apple conversely would find it very difficult to do that. It's But theoretically they could, but it's jus…”
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Benedict Evans: Apple Watch strategy enhances iPhone, unlike Google's cloud approach
“I mean, I think, you know, to Stephen's point about platform, this is clearly, you know, and again, this is what speaks to the, again, a sort of thing I talk about a lot, which is kind of a difference between Apple and Google, which is for Google, there's a wh…”
Jan 2, 2019 neutral
Jan 2, 2019 negative
Jan 2, 2019 negative
Jan 2, 2019 neutral
Evans: Apple and Google approach context-aware computing from opposite directions
“Apple and Google are both kind of climbing the mountain. This is a thing I'm probably saying too often, but they're kind of climbing the mountain from the opposite side. So, on the one hand, you have all of these sensors, and you have beacons, which of course …”
Jan 2, 2019 positive
Evans: Startup failure costs $1M today versus $40M in 2000
“In 2000, if that failed, that was 50 to a hundred people, and 20, 30, forty million dollars gone. Today, exactly the same product. Is a hundred grand, 500 grand, a million dollars, three, four, five people who are out trying to get a good job at Google and Fac…”
Jan 2, 2019
Jan 2, 2019 negative
Horowitz: Low equity caps undermine recruiting against tech giants
“If you set it too low, then It's going to hurt your executive recruiting because, you know, with Google offering people like a hundred million dollars to stay at Google you know, if you're offering, if you say, okay, the threshold is ten million bucks, then ar…”
Jan 2, 2019 negative
Jan 2, 2019 neutral
Markoff: Google acquired robotics startups to build an automated delivery network
“When Andy Rubin was going around the valley and buying and around the world and buying up, you know, the world's best roboticist, he was sketching out a vision which I would describe as a Google competing with Amazon. And you know, and if you can kind of see t…”
Jan 2, 2019
Boneh: Big tech security teams possess the authority to delay product launches
“In big companies like Microsoft, Apple, Google security teams in fact are involved in the process from the design phase, which is really important. And then if a product is about to ship out and a security, the security team discovers a big vulnerability, they…”
Jan 2, 2019 bearish
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019 positive
Evans: Mobile OS platforms integrate services much deeper than PC OSs
“Unlike, say, a web browser on a, either a Windows or a Mac, where the web browser was the platform and the Windows or the Mac computer wasn't really where you were building internet services. Whereas on a smartphone, not only are you building in the web browse…”
Jan 2, 2019 neutral
Evans: Apple, Google, and Facebook won the smartphone and messaging wars
“The sort of, the feeling you have in mobile right now is we're kind of at the end of one wave, and we haven't got another wave coming up yet, so we've kind of had the smartphone wars, and Apple and Google both kind of won, and we've had the messaging wars, and…”
Jan 2, 2019 neutral
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019 neutral
Jan 2, 2019 bullish
Burbidge: Fintech startups will sell to big tech, not banks
“Your exit opportunities aside from staying independent and maybe going public or whatever is potentially on the buyout side. You may not be selling to a bank, you might be selling to Facebook, you might be selling to Amazon, you might be selling to Google as t…”
Jan 2, 2019 bearish
Khan: UK Lacks Multi-Billion Exits Needed for Capital Recycling
“We haven't had those major hit after hit of multi-billion dollar exits, whether in the private market or in the public markets, such as the Googles or the Facebook. So that trickle-down effect hasn't happened, and it'll be a while till it happens.”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jan 2, 2019 positive
Evans: Apple, Google, and Facebook Won Initial Mobile and Messaging Wars
“The smartphone wars are now over, or at least the first smartphone war is over, and Apple and Google both won in different ways, and the kind of the first messaging app wars are now mostly over, and Facebook mostly won in sort of various ways”
Jan 2, 2019 positive
Jan 2, 2019 neutral
Evans: Google search handles quantitative queries, not qualitative discovery
“Google can tell you what you want when you already know you want it. It might get you like a magazine article that says here are 10 things that you want, but it will not, you can't go to Google and say, like, where should I go on holiday? What handbag should I…”
Jan 2, 2019
Spolsky: Modern developers learn by page faulting knowledge, not reading manuals
“We think is that people have given up from learning a priori how to use the programming environments that they're working in. They don't even read a book, let alone the documentation. I think they start by writing code or by cutting and pasting code. They don'…”
Jan 2, 2019
Jan 2, 2019 negative
Stanek: Most companies lack sufficient data scale for in-house machine learning
“Most companies are not big enough to have big enough sample for machine learning. You know, big banks. What makes Google Google? What makes Amazon Amazon is that the data sample is so big that you can actually really learn from it. Typical company would look a…”
Jan 2, 2019 negative
The Mobile Device Management market is broken due to OS vendors
“The answer for you is that MDM, at least in my estimation, is a pretty broken market today, and the reason it's broken is the vendors of the platforms that provide, you know, Google, Microsoft, Apple, really Apple is kind of the real, real offender here. They …”
Jan 2, 2019 negative
Jan 2, 2019 negative
Knott Craig: Outside Silicon Valley, cash flow is the only startup metric
“A lot of people in South Africa and Africa and the rest of the world read those blogs and think that's the holy grail, but there's only one metric and that's cashflow. And advertising is not a business model. One day we'll sell to Google is not a business mode…”
Jan 2, 2019 negative
Strange: Millennials trust tech giants more than traditional banks
“There's definitely a lot around the millennial generation and how, you know, they hate going to their banks more than they hate going to the dentist. They would actually trust Apple, Google, name your tech Institute more than banks.”
Jan 2, 2019 positive
Jan 2, 2019 positive
Jan 2, 2019 neutral
Casado: Modern applications have evolved into complex distributed networks
“The application has evolved into a network. I really believe that. So an application used to be like, I'm running Pac-Man, but that's no longer the case now. Like, think about like one query to Google, man. Like, you're literally touching hundreds of compute n…”
Jan 2, 2019
Jan 2, 2019 bullish
Andreessen: Alphabet's $3.6B moonshot spend will outperform conservative corporate cash management
“If they get one or two or three of these moonshots to pay off, the total return on their capital will be so much higher Right, than how any of the big established companies that are being more responsible can return, and so as a, as an alphabet shareholder, I …”
Jan 2, 2019
Jan 2, 2019 neutral
Evans: Smartphones act as non-neutral internet platforms unlike desktop Windows
“The smartphone itself is kind of, is a platform for the internet in a way that Windows was not. You targeted the browser, you didn't target Windows, but on the smartphone, you target the smartphone operating system, and it's not neutral. Apple and Google chang…”
Jan 2, 2019 positive
Simudis: Alphabet successfully integrates corporate venture arms with core operations
“For me, a very interesting example is what Google is doing with Alphabet. And the reason I find this interesting is because you're seeing their venture capital groups working in tandem with their, the rest of the corporation.”
Jan 2, 2019 negative
Evans: Google's Allo App Is Housekeeping, Not Strategy
“And so you look at the Google messaging app, Allo, it's like, okay, Hangouts was a bit of a mess. And it was a bit fragmented and didn't do anything that kind of modern messaging apps do. Okay. So let's just kind of reset that and we'll make a new app and we'l…”
Jan 2, 2019 positive
Chan: Google Instant Apps mirrors WeChat's strategy of eliminating user friction
“What excites me about instant apps is it really does eliminate friction for the end consumer, and it also reflects to me that Google understands something that WeChat has known for years, and it's critical to the success of official accounts on WeChat, which i…”
Jan 2, 2019 neutral
Jan 2, 2019 negative
Chan: Google's AI launch will spawn viral Tumblr blogs of misinterpretations
“I think that when it does launch, there will be use cases where it goes wrong. Like you can just imagine the photos that they interpret Incorrectly, occasionally, or the suggested phrase that just, you can just imagine a whole Tumblr being created around this.”
Jan 2, 2019 neutral
Evans: Mobile innovation has permanently shattered the monolithic web browser paradigm
“We had 20 years of the web browser mouse keyboard, and that was like the monolith for how the internet worked. And now we've broken that apart, and we've got all these different shards all kind of floating around and landing in different places and being juggl…”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Chen: Apple and Google have fundamentally opposing data monetization models
“Apple and Google couldn't be more different on this, and Apple wants to emphasize the difference, which is, Apple says, we make money when you buy iPhones, so we don't have to monetize you in any other ways. We don't have to look in your email. We don't have t…”
Jan 2, 2019 neutral
Evans: Apple relies on third-party developers to match Google's AI capabilities
“And I think the kind of the platformization that we saw earlier is interesting as an attempt to solve some of the problems that Google is solving with its kind of pervasive, all-knowing AI, but getting third-party developers to solve those problems instead.”
Jan 2, 2019
Evans: Google's AI acts as an oracle, while Apple's is an assistant
“Sort of the all-knowing, wants to be the all-knowing oracle, and you can ask it something, and it will just know the answer, or it'll even suggest it before you do it. Whereas Apple, it's more like, kind of the, I don't know, it's like the servant that follows…”
Jan 2, 2019 neutral
Jan 2, 2019 negative
Alex Rampell: Apple's strict data privacy policy hindered its advertising efforts
“Apple is notoriously anti-data. That's the funny thing about Apple versus Google is that Apple says we don't collect any data. We don't use any data. We'll never store any data. This was part of the reason why their advertising efforts have not been successful…”
Jan 2, 2019 positive
Jan 2, 2019 positive
Andreessen: Lacking a Smartphone Allowed Amazon to Lead in Voice AI
“And so it's sort of this ironic twist of fate that Amazon has all of a sudden taken the lead from Google and Apple Even though Amazon, you know, famously flopped with their phone, right? Which is sort of the obvious place where you would have a voice interface…”
Jan 2, 2019
Unicode Voting Power Concentrated Among US Tech Giants, SAP, and Oman
“No, so of those 12, so of those 12, nine are U.S. Multinational tech companies. Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec. Then of the other three full voting members, one is the German software company SAP, another is the Chinese te…”
Jan 2, 2019 positive
Sinofsky: Google pioneered infrastructure design based on continuous hardware failure
“Along comes Google, and they basically pioneered this whole notion that, like, all the disk drives, it's not like they're likely to fail, it's that they will fail. And so it was designing a whole system on the presumption of continuous failure, which was like …”
Jan 2, 2019 bearish
Cockcroft: Open source from Big Tech makes proprietary software startups harder
“So what you're seeing now is Twitter and Facebook and Netflix and Google and LinkedIn producing the stuff you actually want to use, which has already been tested at volume. And then it's actually much harder to build a proprietary software company because you'…”
Jan 2, 2019 neutral
Evans: Google bypassed Android OS fragmentation using Google Play Services
“Always been kind of trying to get the handset makers to do operating system updates, and it's never worked. But they sort of got around that part of the fragmentation problem for their own services by putting Google Play services on top of everything.”
Jan 2, 2019 negative
Jan 2, 2019 negative
Rampell: EU regulatory hostility toward US tech giants is driven by jealousy
“I think the EU is very jealous that Google's not a European company. I think they're jealous that Apple's not a European, like, Google is bad in Europe. In my personal opinion, I don't think they're nearly the monopolist that Microsoft was like in the late nin…”
Jan 2, 2019 bearish
Jan 2, 2019 negative
Schuler: Aside from tech giants, major corporations lack an AI strategy
“Pretty much everyone has missed the boat on an AI strat, like everybody. There's a handful of companies, Google, Microsoft, Facebook that are doing it, but Everybody, I mean, I talk to companies with 15, twenty billion in revenue, they go, we don't have an AI …”
Jan 2, 2019 negative
Wroblewski: Copying big tech design without internal data is dangerous
“So you just run a dangerous game when you say, oh, Google did this. Facebook did this. Snapchat did this. Because you're not in there. You don't know why they're doing it. You don't have the data. And without that information, you're just kind of guessing that…”
Jan 2, 2019 positive
Jensen Harris: Startups beat Google and Microsoft on tailored security policies
“A huge advantage that a startup has that some big company trying to do the same thing doesn't have, which is we can tailor our security policies, tailor the way that we handle the data, the way that we sanitize the data, and the way that we use the data in a v…”
Jan 2, 2019 positive
Eghbal: Tech giants have replaced academia in funding major software breakthroughs
“You still need people to think about, like, why are we building it this way, or what does the actual system look like? And that role is actually kind of being filled lately by companies like Google or Facebook that have the resources to make big strides the wa…”
Jan 2, 2019 positive
Jan 2, 2019 neutral
Rogers: Software projects need neutral governance to become industry standards
“Google just gave Kubernetes over to the Cloud Native Computing Foundation. And that's like, you know, an up and coming project. It's getting lots of contributors and lots of new adoption. And that was just because, like, for it to be a de facto standard, it ne…”
Jan 2, 2019 bullish
Russell: Current BCI tech will allow seamless thought-controlled computer actions
“And now with this current generation, it seems like between Elon, Facebook, probably something from Google that We're actually going to start to see these things that kind of invisibly actually just let you think something and have some kind of action show up …”
Jan 2, 2019
Jan 2, 2019
D'Amato: Google was the first company to publicly disclose Chinese cyberattacks
“If you walk through the timeline, you go back and start with Google in 2010, when they're the first company to come out and actually talk about Chinese state-sponsored actors. This is something the government and a lot of people knew about at the time. And it'…”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019 neutral
Evans: One tech giant's core strategy is another's supporting tactic
“Generally the stuff that you know, any of the stuff that's a strategy for one company is tactics for other companies. So, you know, Apple's strategy is to have an operating system, and for Apple, Google, that's just a tactic. Google's strategy is to do search.…”
Jan 2, 2019 neutral
Sinofsky: Google operates like an enterprise company focused on search
“Google is, is not one organization. It's one type of culture around billions of scale, scale in the billions, super hard problems, but they really are like an enterprise company focused on search, you know, like that's built in there and they have a product cy…”
Jan 2, 2019 neutral
Jan 2, 2019 bearish
Jan 2, 2019 negative
O'Reilly: Native content shift undermines Google's core strategic advantage
“It seems to me to the extent that Google says, well, we're going to deliver this service directly with native content, with Google native content, versus bringing it from an ecosystem of outside providers, they're losing touch with one of their key strategic a…”
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019 neutral
Evans: Machine learning strengthens tech incumbents rather than shifting market power
“Machine learning is like this new foundational technology that, in a sense, will enable a bunch of new stuff and new companies, but it makes Google better Google, and it makes Facebook stronger, Facebook and Amazon maybe stronger Amazon. It doesn't unlock, it …”
Jan 2, 2019 positive
O'Reilly: Google's rejection of banner ads launched its search dominance
“Larry and Sergey were like, we hate that. We're not going to do that. And it was a moral rejection of that business model that eventually led them down the path of, we want ads to be as effective and as useful as search results. And that was the beginning of G…”
Jan 2, 2019 bearish
Jan 2, 2019 neutral
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019 neutral
Jan 2, 2019 bullish
Dixon: Most Big Tech talent moving into crypto builds on Ethereum
“At least what I'm seeing is lots of teams leaving GAFA companies, Google, Facebook, et cetera, and getting into this, and like really good teams. People with real, you know, strong engineering and product backgrounds. And I think for me, at least, it's the vas…”
Jan 2, 2019
Evans: Tech companies pursue voice platforms due to smartphone platform envy
“The second thing is that anyone who isn't Apple or Google has major platform envy, and they want to find a way of going around that, not being, worrying about Apple or Google cutting them off at the platform level on the smartphone.”
Jan 2, 2019 negative
Provos: Google cannot offer mandatory hardware security key protection to billions
“Google rolled out this advanced protection program where you are forced to associate a security key with your account. That's the only way that you can get into your account. But that is not something that we can offer to billions of users.”
Jan 2, 2019 positive
Provos: Google experienced zero successful employee phishing attacks after mandating hardware keys
“We have mandated a hardware second factor for everybody at Google since 2009. You know, everybody is using a security key nowadays. We have not had a single successful phishing attack against a Google employee since then.”
Jan 2, 2019
Costolo: Twitter partnered with Google to bypass Egypt's Arab Spring shutdown
“Egypt, you know, during the Arab Spring, we sort of started in Tunisia with people organizing protests on Twitter, and they were able to organize protests on Twitter because they were writing under pseudonyms and not, you know, their actual names, so people we…”
Jan 2, 2019 neutral
Jan 2, 2019
Jez Humble: DevOps emerged to solve scale challenges pioneered by Amazon and Google
“And I think from a historical point of view, the best way to think about DevOps, it's a bunch of people who had to solve this problem of how do we build large distributed systems that were secure and scalable and be able to change them really rapidly and evolv…”
Jan 2, 2019
Ehrensvärd: Ram Shriram backed Yubico after initial Silicon Valley rejections
“Everyone said no to me when I landed here, because we weren't proven, but I continued, and eventually I got introduced to Ram Sharam, who sits in the board of Google, and he had this Silicon Valley mindset. After 40 minutes, he said, how can I help?”
Jan 2, 2019 positive
Jan 2, 2019 positive
Jan 2, 2019 positive
Jan 2, 2019 positive
Jan 2, 2019 bullish
Jan 2, 2019 neutral
Lohman: Big tech RSUs function as value preservation, not high-upside returns
“We think of RSUs at a place like Google is, is value preservation, right? They're in a value preservation mode growth, but not huge returns, and you're giving an employee a share of stock, it's got value, that employee can look at that share and say, at the en…”
Jan 2, 2019 negative
Dixon: Soaring Google salaries have hurt the startup acqui-hire market
“But now you look at the salaries of companies like Google, some of this came out in like the court documents of what they were paying, like the Waymo engineers, and it's like, you know, it's like the price of an annual price of a startup acquisition or somethi…”
Jan 2, 2019 negative
Jan 2, 2019 positive
Jan 2, 2019 neutral
Jan 2, 2019 negative
Zuegel: OAuth is centralized, janky, and limited by tech monopolies
“OAuth as a tool that people can use as you're building a little side project. You don't want to have to build a whole complicated login system. You plug in OAuth. This is a huge step forward, but it is not really sufficient for everything. It's Centralized. It…”
Jan 2, 2019
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jan 2, 2019 neutral
Jan 2, 2019 neutral
Wilson: YouTube sold to Google due to copyright fight costs
“Right, but that ultimately caused them to have to sell to Google. Because they concluded that they couldn't continue to play the game that way, which was the right way to play the game. As an independent company. They needed somebody who could fight the conten…”
Jan 2, 2019 neutral
McCullough: Pre-IPO Google kept its massive profitability secret from the market
“Everyone had been conditioned to think that while the internet was fun, it was probably a niche, and you were never going to be able to build a truly great company on top of it. And then all of a sudden, because they kept it secret for so long, I remember peop…”
Jan 2, 2019 neutral
Jan 2, 2019 positive
Dixon: GoTo invented the pay-per-click auction, the greatest business model ever
“Company called Overture, GoTo originally, and then Overture, For sort of completely, a little bit orthogonal reasons, invents the greatest business model of all time, which happens to tuck perfectly into Google's model.”
Jan 2, 2019 bullish
Andreessen: Winning tech companies in 20 years will be 100x larger than Google
“The winning companies, you know, the winning entrepreneurial companies 20 years from now that win are going to be Staggeringly large. Like, they're going to be like, I don't know, 10 or a hundred times the size of Google and Facebook.”
Feb 26, 2019 bearish
Sinofsky: Voice assistant divergence will end easy dual-platform hardware integration
“Google is going to have a different set of ideas for what you can do with this device than Amazon does. And once the platforms start diverging, the idea of it being five lines of code and you get both for sort of for free is going to really change.”
Apr 1, 2019
May 16, 2019
Feb 20, 2020 positive
Casado: Google eliminated employee account takeovers by mandating security keys
“There's actually a pretty famous case study where Google rolled them out wall to wall. So every Google employee has a security key. They had account takeover issues, you know, six years ago, over six years of using them, account takeover went to zero.”
Oct 14, 2021
Strange: Fintech is default local, unlike global software platforms
“I often say that fintech is default local versus default global, and what do I mean by that? I wouldn't invest in Google for Canada, Google for Brazil, Google for France, like, that's just Google, but I would invest in a bank for each of those reasons, regions…”
Nov 18, 2022 bullish
API-driven manufacturing will let hardware startups launch without $40M in funding
“It's going to be amazing in a couple of years to see, you know, a bunch of like engineering grads you know, tooling around at their garage and like, Seeing, seeing Google style startups happen without forty million dollars in funding and just to get off the gr…”
Feb 6, 2023 positive
Feb 16, 2023 positive
Masad: Self-taught Replit user landed software engineering role at Google
“We've had someone who learned to code on Replit primarily on their own, became a very productive community member, and applied to work at Replit. And we thought they're very talented, but at the time there wasn't like a really good fit for them. And so they st…”
May 25, 2023 positive
Ismail: Tech winners like Apple and Google succeeded by becoming platforms
“Yahoo, BlackBerry, Nokia all failed to become platforms, right? Google, Apple, Facebook, Amazon all successfully became platforms, and that business model basically carries you through because now you wire yourself into the infrastructure.”
May 25, 2023 negative
Jun 26, 2023 positive
Google's early machine learning infrastructure investments created Waymo's competitive moat
“Really the breakthrough engineering that you sometimes need in AI is just having the raw infrastructure to intake all this data. The amount of data you have to learn to handle to build a really, you know, well-learned algorithm is pretty hard, and that's where…”
Sep 25, 2023 negative
Oct 21, 2023 negative
Horowitz: Google missed OpenAI's breakthrough because it became big and slow
“The older and larger they get, The less adaptive they become. And we like, we've seen this with Google who invented, you know, most of the new AI technology and then was a little bit of sleep at the wheel. You know, when open AI released GPT They missed it jus…”
Jan 13, 2024 neutral
Andreessen: Google formally disregards college degrees in favor of internal testing
“I think Google now formally does not take college degrees into account, or at least they've said they're neutral or ambivalent or don't care. They'll, they'll, they'll equally rank people without degrees. They'll, they do their own testing. And they go on thos…”
Mar 5, 2024
Mar 13, 2024
Andreessen: ChatGPT stemmed from Alec Radford's early LLM work at OpenAI
“The origin story of even, even ChatGPT is this is not what OpenAI actually started to do. They started to do something different, and then there was actually one guy who actually his name is, I think Alec Radford, and he literally was, like, off in the corner …”
Mar 20, 2024 bullish
D'Angelo: Frontier AI model providers will maintain strong profit margins
“And so it's, you know, right now it's OpenAI, Google, maybe Anthropic. Maybe, maybe Meta can be there. Those who can get there, I think it's going to be good business. You'll be able to make a lot of money. You can have good profit margins. You'll have to work…”
Mar 20, 2024 bullish
Apr 2, 2024 positive
Horowitz: Meta open-sources AI to prevent monopolies, mirroring Google's Android strategy
“The way Meta is thinking about this and the way that they're actually behaving and executing is very similar to how Google thought about Android where, you know, their main concern was that Apple not have a monopoly on the smartphone. You know, not so much tha…”
Apr 2, 2024 negative
Horowitz: Big Tech's startup cloud deals involve illegal roundtripping accounting
“The big tech companies have done this thing which we thought was illegal because we observed it occur at AOL and people went to jail, but what they've done is they invest in startups, you know, huge amounts of money. Microsoft and Amazon and Google are all doi…”
Apr 2, 2024 negative
Apr 24, 2024 negative
Horowitz: Google suffers from a low-accountability corporate culture
“So if you have a place like You know, a very low accountability culture, like say Google, which, you know, has a monopoly that kind of supports the other businesses. So it's hard to have accountability when there's like a single profit center that dominates to…”
May 9, 2024 negative
Horowitz: Google and Microsoft use safety rhetoric to lobby against open-source AI
“And they do it like the really kind of nasty thing is they claim, oh, it's for safety. You know, we've created an alien that we can't control, but we're not going to stop working on it. We're going to keep building it as fast as we can. And we're going to buy …”
Jun 11, 2024 negative
Jun 20, 2024 negative
Khalaf: Merchants complaining about card interchange fees ignore massive ad tech costs
“So regarding the payment rails, I agree with Zach. It's a yes, but the but is bigger than the yes, because if you look at, ah, all the folks that are honestly complaining about the interchange. Okay, let's talk about it. These are the same people who are payin…”
Jun 20, 2024 bullish
Khalaf: Payment cards have wider reach than Google, Facebook, and clean water
“Because if you think about a payment card, it's the most adopted technological product ever invented. More distribution than Google and Facebook combined. More distribution than clean water. And it's still a piece of plastic for many.”
Jul 16, 2024 neutral
Andreessen: Google shelved 2017 transformer breakthrough until startups forced its hand
“Google invented the transformer in 2017 and then put it on a shelf. And then startups came in and sort of picked up that idea and ran with it, OpenAI and now Anthropic and others and many others now. And then as a consequence, Google has now been forced to rea…”
Jul 23, 2024 bullish
Jul 23, 2024 bullish
Sep 24, 2024 bullish
Wang: Big Tech will easily recoup AI capex through core product improvements
“If, yeah, Facebook, Google, they make their advertising systems a little bit better. They can recoup billions of dollars just by the... Better performance there. Apple can easily recoup the investments if it drives an upgrade cycle. I mean, these are things th…”
Oct 1, 2024
Schmidt: Fewer than ten organizations worldwide can train Llama-scale AI models
“Yeah, I mean, I would, it would probably be in the number of ones on my hand and it probably wouldn't use all my fingers, you know. Yeah, I mean, you basically have, OpenA, Anthropic, Meta, X, Google, and then you have a few Mistral, and then Deep Seek and a c…”
Nov 12, 2024 neutral
Dec 9, 2024 positive
Dec 9, 2024 bearish
Dec 9, 2024 negative
Dec 9, 2024 bearish
Dec 9, 2024 positive
Dec 9, 2024 bullish
Dec 9, 2024 negative
Immerman: Google antitrust ruling proves default search deals were anti-competitive
“So earlier this year, Google was declared a monopoly. The court ruled that they're spending billions of dollars to phone manufacturers. In the case of Apple, tens of billions of dollars is monopolistic. It's anti-competitive and it's preventing their competito…”
Dec 9, 2024
Dec 9, 2024 bullish
Immerman: Gen AI search offers a much better UX than Google
“If you think about the Google experience as it is today, it's just a long list of links. And the first few are sponsored. They're ads. And I, as a user, when I make a query on Google, I then need to make the decision. I have to sift through the information on …”
Dec 9, 2024
Dec 9, 2024 bullish
Mar 5, 2025 bullish
Appenzeller: All future state-of-the-art AI models will use reasoning techniques
“And I think looking forward, From now on, pretty much any state of the art model will use some of those techniques, and we've seen this already, you know, from models from OpenAI and models from Google that are structurally very, very similar, and this has hug…”
Mar 17, 2025 positive
Ulevitch: Early American Dynamism startups emerged after Google left Project Maven
“You know, even in some of the origins where some of the AD companies started, it was after Google bailed out of Project Maven, and people in Silicon Valley were really trying to figure out what was important, how do I want to spend my time, and that, that, tho…”
Mar 18, 2025 bearish
Moore: Tech incumbents won't build the first AI-native personal assistant
“Are they gonna build the first AI native personal assistant that works across all of your products and all of your information sources? Probably not, I would say. I think that any and all of the calls that the incumbents end up doing, which will be some volume…”
Mar 26, 2025 bullish
Moore: Google's Veo 2 video model likely releasing in 3-6 months
“I think we'll see even more of a shake-up here, because VO-II is the new Google model that is even next level beyond that, from what we've seen in testing, and that is probably finally gonna hopefully come out in the next, you know, three or six months.”
Apr 29, 2025 positive
Horowitz: a16z top partners outperform executive teams at Meta, Google, and Apple
“If you look at the top people, you know, if you look at Martine Cassato and Chris Dixon and Alex Rampell and David Ulovich and so forth, like that team is better, like IQ wise capability wise than the executive teams of Meta or Google or Apple or any of them.”
May 1, 2025 positive
Young software engineers now prefer defense tech startups over Big Tech
“Three years ago for very young talent or software engineers, it was like convincing them that manufacturing or national security was incredibly important. And now I think if you're starting a startup, I think if you're a software engineer, actually most of wha…”
May 30, 2025 bearish
Pande: Big Tech's healthcare initiatives will remain minor side experiments
“I suspect that for those reasons, it's something that The big tech companies will try, and we've seen Apple and Amazon and Google all dabble, but I think those experiments probably won't fit the way they want to build their company, and so I think they'll stay…”
May 31, 2025 bearish
May 31, 2025 bullish
George: Consumer AI reached one billion users faster than any predecessor
“We've now gotten to the point where there's about a billion monthly active users of consumer AI applications, and this has grown significantly faster than predecessor companies, Google, Facebook, TikTok, and in the case of TikTok, they actually grew through, t…”
May 31, 2025 neutral
May 31, 2025 bullish
Jun 2, 2025
Jun 6, 2025 neutral
Jun 6, 2025
Bryan Kim: ChatGPT knows more personal context about him than Google
“I pour my heart and soul into ChatGPT. It knows more about me than probably Google, potentially. Which is an insane thing to say. Like Google, I've been using, using Google for a decade plus, and ChatGPT may know more about me than Google, because I type more,…”
Jun 13, 2025 bearish
Justine Moore: Google's next video model will struggle with coherence and cost
“So I would imagine, you know, Google will want to train the next model that's even bigger and is able to generate longer videos, but we'll struggle with things like coherence, and we'll also struggle with, honestly, the pricing of the model.”
Jun 13, 2025 positive
Jun 27, 2025 positive
Jun 27, 2025 neutral
Jul 9, 2025
Jul 9, 2025
Yahya: Fully embracing AI would force Google to cannibalize search revenues
“And I think that's actually becoming true for AI as well. Like I think that it was very, very true that AI was a very sustaining innovation. Before, but it's gotten so powerful that, that there are many elements of it that are disruptive. Like if Google wanted…”
Jul 21, 2025 bullish
Casado: Consolidated AI infrastructure companies will maintain high profit margins
“For the AI wave, yeah, for sure, like, this is extreme, but it will slow down, and then the consolidation will happen, but I guarantee you'll just end up with these great companies that maintain margin, like, AWS still has great margins, you know, Google still…”
Jul 30, 2025 negative
Aug 1, 2025
Balaji Srinivasan: US newspaper revenue collapsed post-2008 as tech advertising spiked
“This shows that essentially newspaper revenue rose to like, seventy billion dollars in the year 2000. And then right after the financial crisis, it just suddenly collapsed over the course of like four or five years and Google went vertical and Facebook went ve…”
Aug 8, 2025 neutral
Aug 8, 2025 negative
Srinivasan: Tech platforms face market constraints, but Washington DC is a monopoly
“See the thing is these platforms are at least competing with other platforms, and if Apple or Microsoft or Google makes too bad decision, Then the people on those platforms have exit, they have choice, they can move between platforms, so there's ultimately a m…”
Aug 18, 2025 negative
Aug 18, 2025 positive
Patel: Google is internally discussing selling physical TPU hardware to buyers
“I think Google's even discussing it. Internally, I think it would require a big reorg of culture and a big reorg of like how Google Cloud works and how the TPU team works and how the JAX software team and XLA software teams work.”
Aug 18, 2025 negative
Aug 18, 2025 bearish
Patel: Microsoft's custom AI silicon lags behind Amazon, Google, and Meta
“Microsoft, their custom silicon kind of sucks but the other three, they're really upping their orders massively over the last year. You know, Amazon is making millions of Tranium. Google's making millions of TPUs. TPUs clearly are like a hundred percent utiliz…”
Aug 22, 2025 negative
Casado: a16z avoids lesser-known SOTA AI model startups due to heavy subsidies
“So the state-of-the-art model market, this is like the, you know, the Anthropics and the Open AIs it's incredibly competitive, and it's very heavily subsidized, right? I mean, like with Meta and like Google, et cetera, and so kind of our view is, is you have t…”
Aug 27, 2025 bullish
Google NotebookLM sustains flat or growing traffic until late summer
“And then right below the top 10 was Notebook LM. At number 13. And I take your wow as a little bit of a surprise, which was a surprise to me too, and I think a bit of a narrative violation that they went viral almost a year ago. In September of 2024. But they'…”
Sep 10, 2025 positive
Sep 17, 2025 negative
Rampell: Google and Facebook captured most value from DTC boom
“Well, I mean, ultimately, if it's a one and done transaction, you don't really make the product like, you know, Casper didn't make the mattress, right? Like there's probably some OEM in China that made the mattress and they put their little logo and they calle…”
Sep 17, 2025 negative
Sep 17, 2025 negative
Moore: LLM hallucinations force shoppers back to Google and Amazon
“All, like, all LLMs, but I'll use ChatGPT as the example, because the most people use it have this really unfortunate and annoying problem of hallucinating around product recommendations that basically everyone experienced if you tried to use it for that.”
Sep 17, 2025 bearish
Sep 17, 2025 bearish
Sep 24, 2025 negative
Levie: Pricing H-1B visas allows big tech to capture most talent
“I think that you'd have a situation where the Amazons and Googles would probably actually capture the vast portion of the talent in this situation. So it's not clear to me that, like, startups sort of are come out ahead or better off from this particular imple…”
Oct 15, 2025 positive
Ghodsi: Ideal hires combine big-tech scale experience with startup grit
“I love to hire people who have seen great at a big company, like, or I don't know if it's great, but they've seen process scale, big company. They've been at a Google, they've been at Amazon, they understand the processes so that I understand how to navigate a…”
Oct 16, 2025 negative
Alex Rampell asserts Google is artificially inflating Gemini daily active user metrics
“And I think the metrics that they're kind of faking right now is it's like what percentage of our users are using AI and that's not using Gemini as a DAU. I'm sure of that. It's just like they have like an AI summary, something, something in there, but they're…”
Oct 16, 2025 bearish
Oct 16, 2025 negative
Oct 16, 2025 neutral
Oct 16, 2025 negative
Rabois: Google's primary organizational weakness is an inability to ship products
“For Google's weakness has always been, they just don't ship products. Like they have ideas, they have researchers, they have lots of money flushing around. But when's the last time Google launched an interesting product?”
Oct 16, 2025 bearish
Oct 16, 2025 negative
Oct 20, 2025 positive
Oct 22, 2025 positive
Oct 22, 2025 bearish
Acharya: Big tech will fail at multi-model aggregator tools like Cursor
“I think the other interesting area where the labs and the bigs are not going to be successful is products that benefit from being multimodal, right? Not multimodal, but multimodal. So cursor is good because you can use every model inside of it. And Google is n…”
Oct 23, 2025 bullish
Oct 29, 2025 neutral
Vahdat: Gigawatt-scale AI workloads create power fluctuations visible to utilities
“We've written about this power utilities notice when we're doing network communication relative to computation at the scale of 1000 of megawatts. Right, like massive demand for power, stop all of a sudden and do some network communication, and then burst back …”
Oct 29, 2025 bullish
Oct 29, 2025
Oct 29, 2025
Oct 29, 2025 bullish
Oct 30, 2025 negative
Oct 30, 2025 neutral
Oct 30, 2025 bearish
Oct 30, 2025 neutral
Baker: Google avoided outcome models because advertisers systematically overpay for ads
“Because people overvalue systematically their ability once they've acquired a customer through Google to keep it as an organic customer. So they systematically overpay. And they continue doing that. That's why Google never went to outcomes or marketplace, beca…”
Oct 30, 2025 bullish
Oct 30, 2025 bullish
Baker: Google surpassed OpenAI and Anthropic in total AI traffic
“I think they've taken 15 or 20 points of traffic share in the last two or three months, and that does not, that's just traffic to Gemini. It does not include search overviews. I suspect on a actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone…”
Oct 30, 2025 bearish
Baker: AI browser startups will regret competing against Google Chrome
“I think the AI companies that have launched these AI browsers may come to regret it, because there's something called Chrome that has whatever it is, five billion users, and if you're Google you know, you can just go look at what happened with Google Buzz.”
Nov 5, 2025
Kuyda bet Replika on dialogue language models in 2015
“When we saw that in August, 2015, we just basically put all of our bet everything we had at the company on building those models. We said, okay, well, this is it. This is right around the corner. We need to really focus on building these language models, getti…”
Nov 7, 2025
Amjad Masad: Non-technical consumers routinely switch between multiple competing AI models
“Not particularly technical consumers actually do use multiple AIs. Like I didn't expect that, like, you know, people only use Google. They never like looked at Google and then Yahoo or like very few people do it. But now you talk to just average people and the…”
Nov 12, 2025 neutral
Rampell: Bay Area housing prices declined massively when priced in tech stocks
“There's a piece that we wrote a little while ago showing that the price of housing in the Bay Area has declined massively in the past 25 years. If you're like, no, no, it hasn't. It's gone off. If you price it in Apple stock and Google stock, right?”
Nov 19, 2025 positive
Nov 21, 2025 positive
Nov 21, 2025 negative
Rampell: Fintech startup capital is mostly wasted on Google and Meta ads
“I like to say, especially in financial services, with that high bar to having a relationship you should probably just buy Google stock or Facebook stock versus investing in most companies because, like, that's where all the money goes. It's like you, like, you…”
Nov 26, 2025 negative
Dec 10, 2025 negative
A Google search penalty once wiped out Thumbtack's web traffic and revenue
“At Thumbtack, there was a moment, you may remember this, a decade ago, where I woke up, and I had a message from someone on our team in the Philippines, and it said, Thumbtack does not exist on the internet. I was like, what? And I went to Google, you type in …”
Dec 12, 2025 negative
Dec 12, 2025 bearish
Dec 29, 2025
Moore: OpenAI integrated launches into ChatGPT while Google built standalone products
“What we saw was OpenAI tended to keep more things in the ChatGPT interface, so like Pulse, group chats, shopping, research, tasks, all of these features launched inside ChatGPT as the core. The exception there is obviously Sora as a standalone video app, where…”
Dec 29, 2025 negative
Moore: Big AI labs struggle to build opinionated consumer products
“In my opinion, we've gone through dozens of things that they've launched or tried as new consumer products or new consumer interfaces like group chat, like Pulse, like Atlas, like Sora. Google has had a long tail, like Stitch, Gems, Opal, Doppel, Tons. Yeah. N…”
Dec 29, 2025 neutral
Dec 29, 2025
Dec 29, 2025
Jan 26, 2026 positive
Jan 26, 2026 positive
Feb 9, 2026 positive
Mar 10, 2026 negative
Acharya: Legacy Software Struggles to Innovate Beyond Incremental AI Features
“Conversely, when you look at The existing product services, like Sheets or Docs, there's just so much, one sort of momentum and inertia from the past, but then management overhead around those, it's harder for them to do anything other than the most obvious in…”
Mar 10, 2026 positive
Mar 13, 2026 positive
Michael: Google transitioned from avoiding defense work to top government partner
“Google didn't want to bid on the contract. Now Google is a great partner, you know, and so I'd hope some of the newer companies would learn from what Google did, which is, you know, they didn't want to serve the government because that employee mob issues, but…”
Apr 14, 2026 bullish
Horowitz: Blockchain will be essential infrastructure to verify real content vs AI deepfakes
“Are you gonna trust Google? Are you gonna trust Meta? Are you gonna trust the US government? I think you wanna trust the kind of mathematical game theoretic properties Of the blockchain. So I think that's going to be just a very, very important part of the inf…”
May 29, 2026 bullish
Jun 8, 2026 positive
Evans: AI integration is driving ad revenue gains at Google and Meta
“Which is, of course, why you see the ad numbers and the, you know, the conversion rates shooting up in the, every quarter from Google and Facebook. Because they're rolling all of this into their ad systems, and their recommendation engines, and their predictio…”
Jun 8, 2026
Jun 8, 2026
Jul 21, 2026 negative
Jul 21, 2026 neutral
Aug 5, 2026 positive
Mo: Major chipmakers use vLLM as an internal benchmark
“And additionally, VLM also work closely with all the hardware vendors. So that means across like NVIDIA, AMD, Google, and Amazon, Intel, and a lot more, their newest chip will make sure VLM can run on them. And then a lot of cases they use VLM as a benchmark t…”
Aug 25, 2026 bearish
Aug 25, 2026 neutral
Aug 26, 2026 bearish
Acharya: Google Is Culturally Incapable of Launching Edgy AI Companions
“I think there are a set of products that labs are just culturally not set up and big tech not set up to go after. You think about launching, you know, a companion product at Google that may disagree with you, that may have sexual innuendo in it. Like these are…”
Aug 31, 2026 bearish
Sep 1, 2026 neutral
Litt: AI acts as a Google substitute without doing deep intellectual math work
“What I've found is that the projects that I have that kind of predate AI, like the projects I've been thinking about for three or four or five years it's just not that useful. Like, it's primarily kind of a substitute for Google or something. Like, I might use…”
Sep 3, 2026
Rampell: Active searchers for emergency credit represent high credit risk
“But if you go on Google and you say, like, I'm out of money, need money, credit, credit, credit, like you're probably a bad credit risk. So kind of going back to the general store concept, People that aren't looking for credit, that might not have their wallet…”