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0 statements across 0 episodes · 0 bullish · 0 bearish · 0 people on the record · said 15 times in 5 episodes since 2022 · across every show →

Mentions by year

brought up most by Ben Gilbert (11), David Rosenthal (4)

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2025 11 mentions in 2 episodes 6 per episode

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 10 mentions · from 2:46:49
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 1 mention · from 3:22:31
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2024 2 mentions in 2 episodes 1 per episode

Meta (Audio) · Acquired Oct 28, 2024 · 1 mention · from 3:19:53
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired Jul 22, 2024 · 1 mention · from 3:15:05
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2022 2 mentions in 1 episode

Nvidia: The Machine Learning Company (2006-2022) · Acquired Apr 20, 2022 · 2 mentions · from 39:39
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Mentions by year

Everything said about Google Play, oldest first

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