Google AdWords, every mention
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Verbatim, from the transcripts: the passages where Google AdWords comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 3:44:00 Ben Gilbert And think about when Google launched in 1998, it was only two years before they had AdWords.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 18:11 David Rosenthal But there's also another reason, and that's Microsoft, because Google was doing great printing money, AdWords search, greatest product, greatest business of all time, but they've got a big risk, which is that everything about Google,…
- ▶ 26:51 Ben Gilbert So Google has the display ad offering for website publishers that's called AdSense that's different than AdWords, which is the
- ▶ 3:37:52 Ben Gilbert Fifty-two billion of that is first-party sites, Google websites, AdWords,
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 1:00:46 David Rosenthal He also implemented the first version of AdWords, built AdSense, rewrote the core search pipeline five times, co-invented and implemented Bigtable MapReduce, TensorFlow, and Gemini.
- ▶ 1:39:47 David Rosenthal Between the revenue that they got from Yahoo for this and the ten million dollar investment, it keeps the company going through the next couple years of the dot-com winter until they figure out the AdWords business model.
- ▶ 1:51:01 Ben Gilbert So all four of those issues are things that Google's going to address in this next evolution of AdWords.
- ▶ 1:51:08 Ben Gilbert But there's a whole part of the world that heavily inspired, uh, AdWords v two.
- ▶ 1:51:15 David Rosenthal AdWords v two, uh, you might say is Google's Instagram stories moment.
- ▶ 1:56:44 Ben Gilbert Compare that against what AdWords had when they launched in October of 2000, which was 350 advertisers in the beta program.
- ▶ 1:59:05 Ben Gilbert When Google does launch AdWords v two, there's a sidebar with a separate color.
- ▶ 2:21:35 Ben Gilbert And one context setting thing, just to see how fast Google's world changed in 2002 with the new AdWords system, it going phenomenally well.
- ▶ 2:22:28 Ben Gilbert We're excited about some of the things they have in the works, and they're clearly thinking about this new AdWords system that they're gonna launch.
- ▶ 2:24:07 David Rosenthal Summer of 2002, the transition to the new AdWords model is blowing the doors off.
- ▶ 2:29:08 David Rosenthal Yes, if you have a thin pool of advertisers, and several folks I talked to at Google made this point to me that if Google had come out of the gates with the AdWords business model in all of its glory that it ultimately became,
- ▶ 2:32:35 Ben Gilbert And she basically hired all these great people, built out the entire AdWords sales function to service this monster AOL deal.
- ▶ 2:48:58 Ben Gilbert Which is Google's kind of second big business line after AdWords on search pages.
- ▶ 2:52:11 David Rosenthal Window into the text ads of AdWords ads that were serving onto that page.
- ▶ 2:52:40 David Rosenthal High intent, highly commercializable AdWords pages for AdWords queries.
- ▶ 2:52:45 David Rosenthal Like if you reverse engineered the ad search queries that would have run AdWords against them, they were great pages.
- ▶ 2:53:00 David Rosenthal Much lower margin than their own first party AdWords business, but adds hundreds of millions of dollars of revenue to Google off the bat.
- ▶ 3:00:25 Ben Gilbert You get to keep all the money from AdWords and you only get to keep 20% of the money from AdSense.
- ▶ 3:00:41 Ben Gilbert And as best we can understand it, Google AdWords stayed an 85% gross margin business.
Meta (Audio) · Acquired
- ▶ 2:56:38 David Rosenthal Cheryl joined Google in 2001 right as they were figuring out AdWords.
- ▶ 2:56:46 David Rosenthal Well, and, and the company didn't figure out AdWords for a couple years, so it was like, that was like the key moment.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 1:23:47 David Rosenthal Google AdWords revenue in the fourth quarter of 20 21 was forty three billion.