Google, every mention
292 scenes (said by Benedict Evans), the whole family · ← back to Google
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Verbatim, from the transcripts: the passages where Google comes up
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 18:19 Benedict Evans There doesn't seem to be sort of levers you can pull and a strategy plate, a position you can get into where Instagram is, or YouTube is, or Google search is.
- ▶ 22:14 Benedict Evans Particularly when some of them have got like whole other business models as well, like, you know, um, Google selling ads.
- ▶ 32:12 Benedict Evans So the, the thing that I've always used to think about was that Google and Meta and Amazon don't really know what that product is. 2 times in the scene
- ▶ 40:33 Benedict Evans You're doing that in email in a shared Google sheet, like, because why would you buy software for that?
- ▶ 41:46 Benedict Evans The other way to look at it is the example I gave earlier, which is, you know, go look at Salesforce and Workday and all of our email and Google analytics and, and, and, and then synthesize something that you couldn't have done before.
- ▶ 48:31 Benedict Evans Well, there's a financial gravity problem in that, um, Microsoft, Meta, and Google are all on, in line to spend over 50% of revenue on CapEx this year. 2 times in the scene
- ▶ 56:25 Benedict Evans What was Google's net income last year was, what, fifty billion dollars or something? 2 times in the scene
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 1:28 Benedict Evans We've had the Google one and the Microsoft one.
- ▶ 9:01 Benedict Evans Like Google needed like a separate blog search.
- ▶ 18:21 Benedict Evans If you're, you're Google or Meta or Amazon, and you're going to be able to use them to build a bunch more stuff.
- ▶ 20:59 Benedict Evans And so you get people in Silicon Valley who are like, you know, I spend all my day time in ChatGPT, I don't use Google anymore, you know, I've replaced my CRM with this. 2 times in the scene
- ▶ 32:06 Benedict Evans The fun thing is you can see this around Google because Google had this whole idea that everything would just be a Google query and Google would work out what the query was. 2 times in the scene
- ▶ 32:12 Benedict Evans You know, now you want to use those Google flights is not a Google query.
- ▶ 35:26 Benedict Evans So both of these, both of these can be true because there was a lot of like, it took time to realize how you would use Google Maps and then what you could do with Google and how you could use Instagram. 3 times in the scene
- ▶ 35:26 Benedict Evans So both of these, both of these can be true because there was a lot of like, it took time to realize how you would use Google Maps and then what you could do with Google and how you could use Instagram.
- ▶ 41:20 Benedict Evans Which is kind of what happened with Chrome, for example. 3 times in the scene
- ▶ 43:39 Benedict Evans Well, this kind of comes back to your point about sustaining advantage, and we, we talked about Google. 11 times in the scene
- ▶ 44:02 Benedict Evans But basically, for Google search, Google search is search, and the web search is just means more people doing more search more, more of the time. 2 times in the scene
- ▶ 52:51 Benedict Evans A bunch of more product strategy questions as you see real consumer adoption and open AI and Google building stuff in different directions, Amazon going in different directions, Apple trying and obviously failing and then then trying again… 2 times in the scene
a16z Podcast | Pulse Check on Consumer Tech Trends 2019, CES and Beyond
- ▶ 1:50 Benedict Evans oh wow, Google's having a really big push in everything has got Google Assistant in this year, or everything has Alexa in, or oh wow, everyone's doing curved screens.
- ▶ 1:50 Benedict Evans oh wow, Google's having a really big push in everything has got Google Assistant in this year, or everything has Alexa in, or oh wow, everyone's doing curved screens.
- ▶ 24:18 Benedict Evans And that's where we're seeing, like, the connective tissue emerging, which is the Alexa, Google Assistant, Apple relaunching HomeKit.
- ▶ 28:26 Benedict Evans So it's a switch you can flip on your chip, and they say, right, the chips that we're going to give you next year will have Alexa and Google Assistant and maybe HomeKit in there. 5 times in the scene
- ▶ 32:46 Benedict Evans And so the sort of, there's actually two Amazon questions or two Google questions here is, one of them, how do you get from having lots of Alexa or assistant stuff in your home to that actually being useful and being used as opposed to it… 3 times in the scene
a16z Podcast | Tesla and the Nature of Disruption
- ▶ 6:34 Benedict Evans You also have to say, well, BMW isn't going to be able to buy those from some combination of Huawei and Shenzhen and Google, in order to get you to, okay, Tesla is going to be the new BMW or the new GM.
- ▶ 9:49 Benedict Evans Um, in partnership with Google, Samsung and a lot of other people found it really easy to make phones with capacity multi-touch screens.
- ▶ 34:56 Benedict Evans Um, Google, um, all the big Chinese tech companies, Cruise, um, several dozen smaller companies trying to build component parts of this, all of which at some point will be available for sale to anybody who gets any of this working.
a16z Podcast | What's at the Core of the Latest Apple Announcement?
- ▶ 15:43 Benedict Evans You take a picture of your kid jumping into the pool, yes, Apple and Google and 2 times in the scene
- ▶ 18:30 Benedict Evans Um, but however it is that you've got there, um, that kind of piece of strategic positioning has worked out very well for them because you would trust it with this kind of information where you might not trust a product from Google or from…
- ▶ 19:47 Benedict Evans To Google or Facebook, but you, Apple is kind of carefully positioning themselves such that you would be comfortable with Apple having that kind of thing.
a16z Podcast | Beyond CES: Connected Home Devices, Voice, and More
- ▶ 1:14 Benedict Evans Yeah, I mean, so you see, clearly there's a whole Alexa story, and then you've got people going around saying, well, Alexa and voice is a new platform, and this is going to replace smartphones, and Amazon's got off to a great start, and…
- ▶ 4:28 Benedict Evans That everyone goes there and says, what's the Google strategy? 2 times in the scene
- ▶ 7:51 Benedict Evans Plus, if I want to actually get into Best Buy, they're going to tell me, well, you've got to support Alexa and Google Home and HomeKit. 2 times in the scene
- ▶ 15:08 Benedict Evans 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. 4 times in the scene
- ▶ 15:50 Benedict Evans And it says there's three minutes left on the timer instead of saying the Times newspaper has been printed for a 175 years, which is what Google Home did to me the other day.
- ▶ 28:00 Benedict Evans Google want everything to be an end point for Google Home.
- ▶ 28:52 Benedict Evans The most obvious immediate products are, right, now you can do image, consumer image recognition, so you have Google Photos, which is fantastic, and, you know, we can do voice.
- ▶ 29:04 Benedict Evans Let's see if that works, and you can see in this, I think, an echo of Google Now, which is Google Now is sort of, well, we've got all this information. 3 times in the scene
- ▶ 29:18 Benedict Evans well now it's Google Assistant, so instead of it being passive, it'll be active, and you'll ask it a question.
a16z Podcast | The $200 PC in the Enterprise
- ▶ 18:19 Benedict Evans Quote, unquote, device like a Chromebox or the network PC of 20 years ago, then you get arguably another step change, which is incidentally is why the, um, added putting Android apps onto Chromebook is kind of paradoxical because you turn…
- ▶ 21:28 Benedict Evans That's what I think Google should be doing with Chrome.
- ▶ 21:28 Benedict Evans That's what I think Google should be doing with Chrome.
- ▶ 28:25 Benedict Evans Running a national tax system, for example, is very different from doing a Google search.
a16z Podcast | Platforming the Future
- ▶ 12:30 Benedict Evans 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.
- ▶ 19:14 Benedict Evans Um, and I think there's like, and it feels like there's an interesting distinction here between Google and Facebook that people accept that Google knows a certain amount because that's kind of how Google works. 6 times in the scene
- ▶ 22:32 Benedict Evans And you could argue certainly that people look at these sort of fully automated systems like Google search or Facebook and so on and say, well, it's just fully automatic
- ▶ 25:20 Benedict Evans To work out what company was going, what prospect was going to have the highest and quickest acquisition turn and come in and say, well, we're going to sell it in two years to Google. 5 times in the scene
- ▶ 29:02 Benedict Evans It's not apparent how that cycle would turn for Google or Apple or Facebook or Amazon, but it will turn. 3 times in the scene
a16z Podcast | The Strategies and Tactics of Big
- ▶ 3:02 Benedict Evans And the fun thing about looking at specifically Google, Apple, Facebook, Amazon is that generally the stuff that, uh, you know, any of the stuff that's a strategy for one company is tactics for other companies. 4 times in the scene
- ▶ 7:29 Benedict Evans So, you know, people look at Amazon, at Facebook and Google and think they're advertising companies. 5 times in the scene
- ▶ 11:28 Benedict Evans There's quite a lot of similarity between Facebook and Google and very obviously in their cloud companies and, um, 2 times in the scene
- ▶ 16:22 Benedict Evans But at this point, there's like, there's a deterministic element here, which is, you know, Google and Facebook are producing stuff that gets deployed every hour. 9 times in the scene
- ▶ 25:06 Benedict Evans okay, you're now your Google search, you're at the same Google search you did five years ago, it's just now suddenly it's 15% better because of machine learning.
a16z Podcast | So Where Are We on the 'S-curve' for PC Devices?
- ▶ 1:45 Benedict Evans Um, what's also on my mind, I think, actually, which is interesting is the Google Pixel, and I think it's as interesting to, it's as interesting to talk about 2 times in the scene
- ▶ 1:54 Benedict Evans Microsoft and Google getting into the hardware business as it is to compare the Pixel with the iPhone and to compare the Surface with the Mac because you've got these, so you've got these two different things.
- ▶ 3:48 Benedict Evans Whether you can get Daydream to work even on any high-end Android phone is kind of an open question.
- ▶ 3:53 Benedict Evans And so Google comes out into this very rich, very vibrant, still kind of growing ecosystem with a quite high end phone. 15 times in the scene
- ▶ 4:00 Benedict Evans And they previously had the Nexus, but they never tried to sell them.
- ▶ 9:04 Benedict Evans Well, 95% of devices have got GMS, so it doesn't feel like that's the problem.
- ▶ 20:43 Benedict Evans I can't remember what we were saying before, like, it's as interesting to look at the Pixel and the Surface as it is to look at the Pixel versus the iPhone and the Surface versus the Mac, because you've got operating system providers… 2 times in the scene
a16z Podcast | Truce for Mobile, Battle for VR
- ▶ 4:01 Benedict Evans Yeah, so they've rebranded the Nexus product, Project Pixel. 3 times in the scene
- ▶ 4:01 Benedict Evans Yeah, so they've rebranded the Nexus product, Project Pixel. 3 times in the scene
- ▶ 5:04 Benedict Evans Um, so any new Google stuff like Google Messenger or Google Assistant or anything else just appears on the phone automatically.
- ▶ 5:04 Benedict Evans Um, so any new Google stuff like Google Messenger or Google Assistant or anything else just appears on the phone automatically.
- ▶ 14:10 Benedict Evans And clearly what Google is trying to do with Daydream is say, well, that's what, you know, maybe Apple will make something, or maybe Oculus, maybe it will be Apple or Oculus that have the high-end thing, but there's going to be this, every…
- ▶ 23:32 Benedict Evans There's the, how long does it take to get the daydream slash gear VR model to the point that it's almost as good as that?
a16z Podcast | Apple and the Case of Invisible But Audible Innovation
- ▶ 10:05 Benedict Evans I think there's a, there's a way I've, I've heard someone talking about this, which is that Google tends to talk at great depth and detail around what they're doing with their algorithms and 3 times in the scene
- ▶ 24:32 Benedict Evans Climax, both for Apple and Google and everyone else, because actually it turns out that the way to get, for tech companies to get into the living room is actually the phone, not the television set. 3 times in the scene
a16z Podcast | Apple and the Widgetification of Everything
- ▶ 1:57 Benedict Evans Um, and so, you know, just because everyone in the Valley is using Google Maps, Apple Maps is kind of a big deal. 2 times in the scene
- ▶ 2:02 Benedict Evans Um, and it's interesting that they've kind of, particularly that they've turned Maps into a platform almost before Google has, really, I think, um, which was a sort of a thing that was missing, actually, from Google I.O. was that, you… 8 times in the scene
- ▶ 2:02 Benedict Evans Um, and it's interesting that they've kind of, particularly that they've turned Maps into a platform almost before Google has, really, I think, um, which was a sort of a thing that was missing, actually, from Google I.O. was that, you…
- ▶ 10:11 Benedict Evans Well, it should make the point that that's how Google translate works on the phone. 2 times in the scene
- ▶ 14:04 Benedict Evans Google I.O. and Apple. 7 times in the scene
- ▶ 14:04 Benedict Evans Google I.O. and Apple. 2 times in the scene
- ▶ 15:31 Benedict Evans Slightly irrelevant in the way that Google web search makes some web pages, like it sort of subsumes content into Google search.
- ▶ 22:20 Benedict Evans And they weren't saying what Google was saying, which is, you know, we have built a fundamentally new and amazingly powerful AI system that uses these AI techniques that can do these new things that were never possible before. 6 times in the scene
a16z Podcast | Innovation vs. Invention at Google I/O
- ▶ 3:12 Benedict Evans Yeah, I mean, I think the, you know, when one kind of sat and looked through all the stuff that they've built, there's this huge story around what was Google Now and is now Google Assistant, and it's around everything that Google might… 2 times in the scene
- ▶ 3:26 Benedict Evans I mean, I was thinking about this sort of historically, that there was, there was web search before Google, which was just text indexing, and it didn't work very well, and then there's PageRank, and suddenly web search works, and 3 times in the scene
- ▶ 3:37 Benedict Evans Then they start thinking about kind of knowledge graph, and you search for Taj Mahal, and it knows that there's a more slim in India, and it knows that there's a curry restaurant around the corner.
- ▶ 6:34 Benedict Evans I mean, I remember using, when Google Maps launched, and there was a sort of a period of a couple of years where Google Maps didn't work at all in the UK unless you put the postcode in. 3 times in the scene
- ▶ 9:48 Benedict Evans One is the VR project, um, and then the other is the, the Google Instant Apps.
- ▶ 11:17 Benedict Evans If you are on the Hangouts team, and you look to Hangouts, you say, okay, that's kind of a mess. 2 times in the scene
- ▶ 11:38 Benedict Evans And the same for, for, for Google. 3 times in the scene
- ▶ 14:41 Benedict Evans Um, and it is actually as, as Oracle is currently suing Google over exactly this question of whether Android is basically, basically Java. 10 times in the scene
- ▶ 15:19 Benedict Evans If you don't have the app, it will automatically pull down the app from play and start running it kind of chunk by chunk. 3 times in the scene
- ▶ 18:15 Benedict Evans With Android Pay. 2 times in the scene
a16z Podcast | Finally a Tablet that Replaces Your Laptop
- ▶ 11:16 Benedict Evans I mean, people have spent, like, 20 years trying to work out how you do multi-windowing, and to me the most absurd thing is when I see people who've got a 178 tabs open in Chrome, and it's like, didn't we spend 20 years trying to work out…
a16z Podcast | Bots and Beyond
- ▶ 3:32 Benedict Evans Apple and Google change stuff.
- ▶ 19:41 Benedict Evans It's clearly also Apple and Google's desire to create something here. 4 times in the scene
- ▶ 21:16 Benedict Evans Whereas the problem with the search box in Messenger is the same as the problem with the search box in the App Store or the problem with Google search box, which is you can search for absolutely anything, and it will give you some kind of…
a16z Podcast | Mobile Falls Hard for Virtual Reality
- ▶ 6:51 Benedict Evans And then you have a low end product at a high end price, which is what you get on cardboard or smartphones and so on, which is you still got a
- ▶ 8:56 Benedict Evans The product right now is probably not what Apple would want to sell, but do they leave it open to the Android market and to Google for the next two, three, however long until they think they can get it perfect?
- ▶ 22:02 Benedict Evans Um, and so we'll see at F-A and then I-O and WWDC what Apple, Google, Facebook planned to try and do around this stuff.
- ▶ 22:02 Benedict Evans Um, and so we'll see at F-A and then I-O and WWDC what Apple, Google, Facebook planned to try and do around this stuff.
a16z Podcast | The Year Mobile Began to Truly Dominate Tech
- ▶ 1:33 Benedict Evans In that 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…
- ▶ 4:35 Benedict Evans The interesting thing is that it's also not a neutral platform, because Apple and Google change stuff, and they do stuff that changes how you might acquire users. 7 times in the scene
- ▶ 8:29 Benedict Evans Almost all the devices in China, you would pick it up and think this is exactly the same as the one you bought in America until you look for Google Maps.
- ▶ 12:38 Benedict Evans Alright, Google. 14 times in the scene
- ▶ 13:25 Benedict Evans Um, so they have, they, so their, their kind of core search product is, I think, completely unchallenged, really. 2 times in the scene
- ▶ 14:13 Benedict Evans Like, if you're on Android, they know, they get far more data about what you're doing, what you're interested in, where you're going, than they do if you're on iPhone and just use Google Search and just use Google Maps.
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