Google, every mention
101 scenes (2026), the whole family · ← back to Google
tap a year for its mentions
every year 2026 anyone Benedict Evans 710Chris Dixon 126Marc Andreessen 105Alex Rampell 105Kyle Russell 100Steven Sinofsky 88Ben Horowitz 85Michael Copeland 77Sonal Chokshi 72Balaji Srinivasan 68
Verbatim, from the transcripts: the passages where Google comes up
Why AI Agents Could Finally Reinvent the Credit Card
- ▶ 1:34 Alex Rampell I think the rise of Apple Pay and Google Pay, and to the extent, the, the extent to which they've really penetrated, because it's very hard to change consumer behavior in general, and it was a bizarre set of accidents, if you will, where…
- ▶ 4:03 Max Levchin One of the things that's really amazing and subtle about Apple Pay slash Google Pay and its interaction with the Visa and MasterCard networks is Visa and MasterCard have a hard two and a half second limit on interaction between the network…
- ▶ 4:48 Max Levchin And Google and Apple Pay have singularly time shifted the whole thing by creating secure enclaves inside their chips and saying, I already know your card.
- ▶ 19:34 Alex Rampell Uh, I think I, you, you sold to Google 4 times in the scene
- ▶ 21:55 Max Levchin So the year Google was definitely
- ▶ 44:13 Alex Rampell And like the joke that I make now as a VC is that when I see 90% of consumer companies, I'd kind of rather buy Google stock or Facebook stock because that's where all the customers come from. 2 times in the scene
Can AI Learn Mathematical Intuition?
- ▶ 19:13 Daniel Litt Like, it's primarily kind of a substitute for Google or something. 2 times in the scene
Why AI Demand Is Outrunning Compute Supply
- ▶ 2:53 Gavin Baker Um, you know, Google wins by selling a lot of TPUs.
- ▶ 2:53 Gavin Baker Um, you know, Google wins by selling a lot of TPUs.
- ▶ 7:40 Gavin Baker So it's just, it's gonna be, you know, Meta and Google and these kind of internet companies.
- ▶ 13:17 Gavin Baker And then also, like, we should also talk if, particularly if you're buying NVIDIA GPUs to a lesser extent TPUs, you can finance these.
- ▶ 28:55 Gavin Baker And, and I do think the entire AI industry, um, like I'd love to see, you know, everybody, SpaceX, Anthropic, OpenAI, Google, Meta, say, hey, here are real businesses and real Americans, and like, either name the business or get permission…
- ▶ 40:34 Gavin Baker You know, I would expect at some point you'll have like a Starlink, GrokBot, um, xAdvertising bundle, you know, kind of one of the ways Google built their
- ▶ 49:10 Gavin Baker Uh, you know, for Jensen, and maybe soon, I do wonder if this is kind of Google's, like, super long-term play, like they, they seem to, like, maybe have opted out of the frontier race for now.
- ▶ 1:04:01 Gavin Baker And like, let's just say a good case for probably TPUs are the second most financeable. 4 times in the scene
- ▶ 1:12:45 Gavin Baker So broadly speaking, you know, the first deal is where the chip company invests in a customer, and you saw TPU and Tranium, Amazon and Google, do that with Anthropic, and that was to their immense advantage, because it really helped their…
Why Top Founders Are Racing Into AI Infrastructure
- ▶ 21:33 Martin Casado And with OpenClock, I said, okay, well, maybe, like, it just being like Google, but better, maybe that's not the full embodiment of it.
- ▶ 47:51 Martin Casado Like you just didn't go and, you know, sell your kind of janky hardware thing to Google or whatever.
The State of AI: Models, Moats, and the Consumer Renaissance
- ▶ 28:39 Anish Acharya You think about launching, you know, a companion product at Google that may disagree with you, that may, um, have sexual innuendo in it. 2 times in the scene
- ▶ 30:54 Jen Kha Where most of the founders, you saw, saw more, ah, diversity in their background, in part because the software and technology was way more sophisticated, so you had a lot of program managers spinning out of Google, for example, and…
How AI Changes the Economics of Innovation
- ▶ 0:32 Steven Sinofsky Microsoft is worried way more about what Amazon and Google are doing than anyone in a startup space.
- ▶ 31:12 Martin Casado And again, like, I think maybe you could say, well, Google was kind of like that too, but it was still very much a social thing and not very much, and so it does feel like that's a little different than just going up in abstractions,…
- ▶ 49:56 Steven Sinofsky Microsoft is worried way more about what Amazon and Google are doing than anyone in a startup space. 4 times in the scene
- ▶ 52:47 Martin Casado That's an asset of engineering.
Tokens Are the New Dollars | Stripe's Will Gaybrick & David George
- ▶ 10:29 Will Gaybrick Um, that's quite similar to Google's OKRs.
Travis Kalanick: How AI Will Transform the Physical World
- ▶ 52:20 Travis Kalanick Are the, go type his name in on Google.
How Open Source Became AI's Backbone | Inferact with a16z
- ▶ 0:26 Simon Moe Power, AGI, NVIDIA, AMD, Google, their newest ship will make sure VLOM can run on them, and then a lot of cases they use VLOM as a benchmark.
- ▶ 9:33 Simon Moe 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.
“Every small business should run itself” | Lassie with a16z
- ▶ 15:57 Stein Overtoom Friends or the people in your study club, like if this is real and then, uh, or they Google it
Building a Company in Stealth | Travis Kalanick with a16z
- ▶ 0:35 Travis Kalanick And I remember David Drummond from Google was on our board, and he's like, you know, Travis, that's not a thing, dude.
- ▶ 19:59 Travis Kalanick You know, David Drummond from Google was on our board, and he's like, you know, Travis, that's not a thing, dude.
- ▶ 49:35 Ben Horowitz Mistold constantly by the industry, by the press, which is, you know, if you hear about how did Facebook come about, how did Google come about, how did, you know, Tesla come, oh, they had this idea, and the idea was to do this, um, but…
Why Physical AI Is the Next Frontier | The a16z Show
- ▶ 25:21 Qasar Younis Uh, Google, Google and General Motors. 3 times in the scene
- ▶ 33:08 Marc Andreessen And so, and then Google engaged in the program.
- ▶ 58:48 Qasar Younis If you look at Google and what Google did to web applications, there was a massive internet. 2 times in the scene
- ▶ 58:53 Qasar Younis Uh, Google still succeeded through, you know, search and YouTube and, and, and other web apps and other folks learned and used open source products and then ultimately closed source products and ultimately venture backed products.
- ▶ 1:19:29 Qasar Younis And I think when I was at both at Google and at OIC, I was always surprised at how
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.
- ▶ 48:21 Erik Torenberg And various people, including, you know, uh, CEO of Google have said that the risk of under-investing is riskier than over-investing.
- ▶ 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
The New Rule for Picking AI Winners | The a16z Show
- ▶ 0:00 David George Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.
- ▶ 1:33 David George But as of November, I think all of our priors shifted around what is actually going to happen in the enterprise, but just maybe to contextualize what's happened since then, basically, Anthropic and OpenAI are adding more revenue per month…
- ▶ 11:24 David Clark So, you know, think Google wasn't the first search engine.
Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16z
- ▶ 1:04:18 Lloyd Blankfein Uh, but if you are, you know, if you're running a big institution and you can't make mistakes, um, and numbers really matter, you know, maybe you have to run things in parallel for a lot, for a lot longer, and you know, you know, one of…
Digital Freedom, AI Regulation, and the Fight for the Western Internet | The a16z Show
- ▶ 7:33 Sarah Rogers And Project Maven also sparked, um, some very ideologically driven employee revolts at Google.
Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
- ▶ 34:55 Steven Sinofsky But what happened with the internet was the net result of everybody finding it caused us to make better documentation, but it also caused Google search to be better at finding the information that it needed, which then completely changed…
- ▶ 52:58 Aaron Levie Is I think people, we, we have a little bit of a myopic view in Silicon Valley on, on thinking that, you know, engineering jobs are, you go to work at, at Google or name your, your, you know, tech company and startup and that, that's an…
Why Claude Feels Different (And What That Means for AI) | The a16z Show
- ▶ 20:52 unnamed speaker There's a great product a while ago that didn't work called Google now. 2 times in the scene
Ben Horowitz on AI Anxiety, Big Tech Transitions & The Future of Startups | a16z
- ▶ 17:45 Ben Horowitz Are you gonna trust Google?
Box CEO on the AI Adoption Gap | The a16z Show
- ▶ 5:10 Aaron Levie But I like, it does, it does sort of stand a reason that like you will start to, you know, try and automate a lot of the, that kind of work of like, well, why don't I take like the keywords that are working in this, in Google AdWords, and…
- ▶ 47:03 Martin Casado It's pretty granular, and it actually allows, I mean, again, you will have a contract with, like, you know, AWS or Google.
Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
- ▶ 1:55 Balaji Srinivasan Like, uh, Facebook scraped all these Harvard social networks or Google, Google scraped the entire internet, built a Google index. 2 times in the scene
- ▶ 7:22 Balaji Srinivasan The main thing about Kai-Fu Lee's book is it has a history of the Chinese tech ecosystem, where, for example, you and me being in tech, we kind of know how, you know, Microsoft came up, Apple came up, Google, Facebook, you know, Amazon,…
- ▶ 54:41 Balaji Srinivasan And then finally, Apple and Google lightened up on crypto apps on mobile.
OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
- ▶ 3:32 Ben Horowitz And it would be top of Google results, like, the whole thing.
Why Scale Will Not Solve AGI | Vishal Misra - The a16z Show
- ▶ 18:29 Vishal Misra And then, along with colleagues at Columbia, and one of them now is, is at DeepMind, we started to sort of think about how do you really prove that it's Bayesian?
- ▶ 43:56 Vishal Misra Uh, there was a recent paper by Google Research, which tried to teach LLMs by some sort of RLHF to do Bayesian learning properly.
Emil Michael: The Department of War Is Moving Faster Than Silicon Valley on AI | The a16z Show
- ▶ 18:04 Emil Michael So we have multiple avenues who are interested in national security, who are patriotic, very much like the, um, Maven where, where Google didn't want to bid on the, on the contract. 3 times in the scene
- ▶ 18:28 David Ulevitch We, we see, uh, the Google Project Maven moment in 2018 in many ways as a galvanizing moment to actually wake up a lot of founders and builders and say, hey, wait a minute. 2 times in the scene
Inside a16z’s Top 100 AI Apps Report with Olivia Moore
- ▶ 1:46 Olivia Moore We have Cloud in Excel, PowerPoint in Chrome, and then we have desktop apps like Cursor, Whisperflow, Granola.
- ▶ 4:06 Olivia Moore They're adding AI to, uh, Gmail, Sheets, Calendar.
- ▶ 4:06 Olivia Moore They're adding AI to, uh, Gmail, Sheets, Calendar.
- ▶ 5:08 Olivia Moore Somewhat of a Google-type approach in that, um, they're building things that, like, the average person will want to use.
- ▶ 7:00 Olivia Moore Also like an Apple-Google comparison in that as these app stores emerge, it is likely that developers might start to concentrate their time and effort in who they build for in the most sophisticated way, who they ship to first, um,…
- ▶ 9:17 Anish Acharya Just the vibes around Google with their early AI products. 8 times in the scene
- ▶ 9:21 Anish Acharya Bard, which they'll never live down.
- ▶ 10:09 Olivia Moore Um, but what they've done a really, really good job at is these new creative products that are basically very model-driven from the, the DeepMind team, who I think is generally fantastic.
- ▶ 11:03 Anish Acharya 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…
- ▶ 17:03 Anish Acharya You know, one, one thing that I'm sort of watching and I'm interested in is, as you look at the spectrum of AI from the most functional, almost like a Google search replacement, 2 times in the scene
- ▶ 27:18 Olivia Moore I spent a lot of time in the early days trying, like, this was a year ago, ChatGPT Operator or Google's Project Mariner. 3 times in the scene
- ▶ 31:57 Anish Acharya And if you look at the trends around how people are using ChatGPT at scale, it's still, you know, homework and Google-like queries and a little bit of companionship.
- ▶ 36:36 Olivia Moore Even Gemini, Google has launched something called personal intelligence, where it now can pull information it knows about you from your docs, email, et cetera, to like serve you better with AI across all of the apps.
Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
- ▶ 21:41 Alex Rampell It's like Google Calendar.
- ▶ 39:06 Mike Cannon-Brookes Most businesses, I think, will have three to five large scale agent platforms running internally, and they say, hey, I use Agent Force for this, or I use Gemini for this.
AI Markets: Deep Dive with a16z's David George
- ▶ 33:49 David George Um, seven to eight year old TPUs, Google actually disclosed this, seven to eight year old TPUs actually have 100% utilization.
- ▶ 40:42 David George And look, you know, it's not just ChatGPT now on the consumer side, you know, Google has a business, XAI has a business.
From $0 to $11B: The ElevenLabs Story
- ▶ 2:24 Mati Staniszewski Piotr was at Google.
Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
- ▶ 11:05 Ben Horowitz Oh, if you're Sequoia, you had invested in Apple, and Cisco, and Yahoo, and Google, and so it's really hard to make up that ground if you're starting in 2009.
- ▶ 22:22 Ben Horowitz And so you can't just, if you're Google, you can't just put a thousand software engineers on a product and wipe out a startup, because you can only build that product with, say, seven or eight people, and once they've figured it out,…
The Biggest Bottlenecks For AI: Energy & Cooling
- ▶ 2:37 David George It turns out they're the best companies, you know, probably ever created, um, you know, companies like Google, Facebook, um, you know, Amazon and Microsoft, and they can bear, um, you know, potential capacity overbuild and things like that.
- ▶ 6:10 David George Um, or, you know, if you take the Google properties, like, you know, search and Gmail, and now I guess increasingly AI stuff, 6 times in the scene
- ▶ 9:38 David George The time for Google to get to three hundred and sixty five billion searches was 11 years. 5 times in the scene
- ▶ 11:40 David George Um, you know, the, I, I also want to comment on the Google thing you said, which is like, imagine if they, you know, could get 200 bucks or something from users. 4 times in the scene
- ▶ 17:03 unnamed speaker You know, one of the things, uh, that has been significantly observable is, uh, the number of public companies who've reported a decline in, um, referral traffic and engagement, um, largely because, you know, with Google search now,… 2 times in the scene
- ▶ 26:54 David George Google is also very focused with their Gemini models on coding, and we've seen a bunch of really good improvements and promising progress out of them.
- ▶ 30:13 David George I don't know, but like the Google and Facebook properties are in the twos billion. 3 times in the scene
The AI Opportunity that goes beyond Models
- ▶ 56:03 Anish Acharya I think this is an important slide as well, and an important concept, um, because a very fair question is, well, why aren't either labs or, um, sort of big tech, um, big tech who have real model efforts like Google going to win it all?
Ben & Marc: Why Everything Is About to Get 10x Bigger
- ▶ 39:04 Packy McCormick Google wanted to avoid that.
Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
- ▶ 29:10 unnamed speaker Why were there only Google, Amazon, you know, a concentration of a small number of winners in those product cycles compared to what you think about in, in what's happening in AI? 2 times in the scene
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 42:43 Marc Andreessen And so they were already in the war for kind of cloud services, and this is like AWS versus Azure versus, uh, Google Cloud, um, you know, and then all the, all these other, all these other cloud efforts.
- ▶ 43:49 Marc Andreessen For a startup building an AI app, they don't have giant fixed costs because they can just tap into the OpenAI or Anthropic or Google or Microsoft or whatever, you know, cloud, you know, tokens by the drink, you know, intelligence tokens by…
- ▶ 51:08 Marc Andreessen So, I mean, look, you know, big companies that are definitely, you know, playing hard, you know, Google's playing hard, Meta's playing hard, um, Amazon, um, Microsoft, um, you know, there's a bunch of these companies that are, you know,… 2 times in the scene
- ▶ 1:05:23 Marc Andreessen And by the way, you know, KP in the, in the, in the nineties invested not only in us, but also in Amazon and then Google and like, you know, you know, company after company after company.
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