Google Ads, every mention

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Verbatim, from the transcripts: the passages where Google Ads comes up

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Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 4 mentions

  • ▶ 16:17 David Rosenthal I mean, this is billions of dollars of new revenue to Google overnight because it's the same corpus of ads that are AdWords that are search ads that they're now serving on third party pages.
  • ▶ 23:21 David Rosenthal That might be interesting, you know, and of course, the crown jewel of Google's business that also might be interesting application for this, the ad quality score for AdWords is literally the predicted click-through rate
  • ▶ 1:21:46 David Rosenthal Brain and neural nets are getting integrated into search, into ads, into Gmail, into everything.
  • ▶ 1:43:34 Ben Gilbert David, as you pointed out earlier, Google's giant AdWords business started finding more ways to make more money with deep learning.

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 4 mentions

Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired Jun 30, 2025 · 5 mentions

  • ▶ 2:04:51 David Rosenthal So October, 2000, they put Salar on the project to improve AdWords.
  • ▶ 2:17:41 Ben Gilbert They kind of build basically these little startup teams in a bunch of different geographies that kind of act as their own company selling Google ads on the new system, but it basically works.
  • ▶ 2:18:30 David Rosenthal So 2002 is this year of transition to AdWords for the company.
  • ▶ 2:19:01 David Rosenthal By midway through 2002, Google's realizing that paid search and AdWords is working so well, we should stop having portals pay us for organic search.
  • ▶ 2:41:20 Ben Gilbert Before they've figured out AdWords v two, they had just launched AdWords v one.

NVIDIA CEO Jensen Huang · Acquired Oct 16, 2023 · 1 mention

  • ▶ 25:12 David Rosenthal And these models powered features like the Facebook newsfeed, Google ads, and the YouTube next video recommendation in the process, transforming Google and Facebook into the juggernauts that we know today.

Stratechery (with Ben Thompson) · Acquired Dec 6, 2022 · 1 mention

  • ▶ 27:45 Ben Thompson I mean, that was obviously a regular theme of mine about the centralization of advertising under Google and Facebook and that world of starting a blog and throwing up some Google ads was not going to be a viable one.
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