Google Search, every mention
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every year anyone Ben Gilbert 42David Rosenthal 41Ben Thompson 1
Verbatim, from the transcripts: the passages where Google Search comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 14:15 David Rosenthal So the first thing that they do with this work is they create the did you mean spelling correction in Google search.
- ▶ 18:40 Ben Gilbert They had like a 10 year run where they basically launched everything you know of at Google except for search.
- ▶ 20:48 David Rosenthal And we've trained it on a corpus of two trillion words from the Google search index.
- ▶ 1:21:46 David Rosenthal Brain and neural nets are getting integrated into search, into ads, into Gmail, into everything.
- ▶ 2:23:18 Ben Gilbert One, if you're proposing drop the 10 blue links and just turn google.com into a giant AI chatbot, revenue drops when you provide direct answers to questions versus showing advertisers and letting people click through to websites.
- ▶ 2:27:03 David Rosenthal This isn't a Google search, you know, 89% gross margin stuff here.
- ▶ 2:32:32 David Rosenthal ChatGPT is a better user experience to do the same job function that Google search does.
- ▶ 2:36:50 Ben Gilbert And then they have Gemini, the full AI app, but they're not redirecting Google.com to Gemini.
- ▶ 3:02:30 David Rosenthal Whereas every time I get in a Waymo, it's almost like Google search, right?
- ▶ 3:09:46 David Rosenthal They also launch AI overviews in search first as a labs product.
- ▶ 3:09:51 David Rosenthal And then later that becomes just standard for everybody using Google search.
- ▶ 3:09:56 Ben Gilbert Which is crazy, by the way, the number of Google searches that happen is unfathomably large.
- ▶ 3:10:10 Ben Gilbert But just think about the instances of Google searches that happen.
- ▶ 3:10:24 David Rosenthal But still, a large, large number of Google searches.
- ▶ 3:12:02 David Rosenthal So you can now switch over on google.com to chatbot mode.
- ▶ 3:24:52 Ben Gilbert And let's be honest, there's no other choice but to use Google search.
- ▶ 3:30:39 Ben Gilbert I mean, even just from google.com queries now on AI overviews.
- ▶ 3:48:10 Ben Gilbert I mean, look, they're amortizing the cost of model training across every Google search.
- ▶ 3:50:44 David Rosenthal Google search is a cornered resource for sure.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 7:22 David Rosenthal Google search is built in.
- ▶ 14:27 David Rosenthal I mean, even google.com was static.
- ▶ 16:35 David Rosenthal So, I mean, when Paul discovers this, this is almost like Google search all over again when people realize what you can do to create
- ▶ 19:10 David Rosenthal So Google's business model, the greatest of all time, is people use Google Search, they discover more of the web, they spend more time online on these new sites and services that they're discovering.
- ▶ 33:59 Ben Gilbert This idea of increasing web use increases Google search, which increases the money printer.
- ▶ 37:10 David Rosenthal Yeah, the greatest distribution hack for Google search of all time.
- ▶ 41:47 Ben Gilbert You see recommended places to go around you all the time whenever you open Google Maps now that are sponsored ads, just like on Google Search.
- ▶ 47:33 David Rosenthal Running docs and sheets, the incremental load to Google's infrastructure was trivial compared to search.
- ▶ 52:15 Ben Gilbert The interesting thing, reflecting on Google's actual business here, and comparing it against all the things that we're talking about, Google essentially won Search.
- ▶ 54:31 David Rosenthal So, as we were researching Google's expansion here from Just Search into being a real platform company here in the 2000 with Gmail, Chrome, Android, Workspace, everything we're gonna get to later in the episode, the complexity just…
- ▶ 1:17:54 Ben Gilbert That's a way worse business than, say, Google search ads or Facebook, who, you know, Facebook has influencers on their platforms, too, all the meta platforms, Instagram, and their rev share, if it's anything, sure isn't 50%.
- ▶ 1:31:04 David Rosenthal They took this to the extreme with a famous example where they tested 50 different shades of blue for their links on Google search result pages to find the optimal one.
- ▶ 1:32:35 David Rosenthal So if you're interested in giving your product team the same continuous improvement capabilities that keep Google search ahead, go to statsig.com slash acquired.
- ▶ 1:48:18 Ben Gilbert About two hundred billion of that is from Google search.
- ▶ 2:08:15 Ben Gilbert For typing in URLs, but like really what you use this box for is kicking off the Google search.
- ▶ 2:24:20 Ben Gilbert All of these things are independent, great products that became dominant on their own merits, just like Google search did.
- ▶ 2:36:58 Ben Gilbert They had a version of Google.com for these devices to access, and they could see the traffic.
- ▶ 3:02:54 David Rosenthal Giant freaking Google search bar right there at the top.
- ▶ 3:05:05 Ben Gilbert And there's a very clever arrangement where you can just have the Android open source project, and you can build your own mobile phone, and, you know, you can launch it, and you don't have our app store, and you don't have to default to…
- ▶ 3:05:38 Ben Gilbert And if you do that, then Google's the default search.
- ▶ 3:05:43 Ben Gilbert But by the way, if you want all this stuff that your consumers are going to demand, you are going to default to Google search.
- ▶ 3:09:37 Ben Gilbert One, it's what we're actually looking for, the acquisition of traffic to Google search, and the other component is money that we paid to publishers where our ads show up in the sort of double-click AdSense world.
- ▶ 3:10:17 Ben Gilbert Ok, that's thirty four billion in actual traffic acquisition for Google search.
- ▶ 3:11:08 David Rosenthal Properties on the web that have Google search baked into it.
- ▶ 3:19:33 Ben Gilbert Android, Chrome, Search, YouTube, developer relations, trying to sort of will a Google platform into existence.
- ▶ 3:20:07 Ben Gilbert Search, very protected.
- ▶ 3:22:18 David Rosenthal Google search couldn't index what happened inside of Facebook.
- ▶ 3:29:17 David Rosenthal Search is still pretty good.
- ▶ 3:42:59 David Rosenthal Artificial intelligence would be the ultimate version of Google.
- ▶ 3:46:49 Ben Gilbert Not to mention, in the core business too, in search, more users searching is more valuable to me as an advertiser because I have a deeper pool of people I can advertise to.
- ▶ 3:55:45 David Rosenthal And then my quintessence is, it is wild that this one company has eight products with over a billion users and started this era with just one search that didn't even have a billion users yet, but search, Android, Chrome, YouTube, Gmail,…
- ▶ 3:57:16 Ben Gilbert Let's take that same definition.
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired
- ▶ 5:16 David Rosenthal We should ask Google.
- ▶ 44:19 David Rosenthal They demo Google for him.
- ▶ 1:08:20 David Rosenthal This is why Google search has like a 87% gross margin on it.
- ▶ 1:16:36 David Rosenthal They are gonna sell Google search technology to enterprises so that companies can use the same amazing consumer Google search technology to search their own documents and intranets.
- ▶ 1:17:31 David Rosenthal Backrub and then Google had actually been used for this use case.
- ▶ 1:17:34 David Rosenthal You could use Google to search internal Stanford intranet stuff, and people did.
- ▶ 1:18:49 David Rosenthal And then number three was that they were gonna license Google organic search results to portals and directories as essentially OEM search to backfill results like we were talking about with Yahoo.
- ▶ 1:28:33 David Rosenthal Go figure out the tech to serve ads on google.com, but don't do anything to degrade search or user experience.
- ▶ 1:31:50 Ben Gilbert This is white labeling Google search to be the search powering other places search activity that has tons of traffic.
- ▶ 1:31:59 David Rosenthal Which, oh, by the way, is also gonna train huge portions of the internet to use Google search.
- ▶ 1:32:16 Ben Gilbert What a portal deal represented was just letting a portal use Google search to power their organic search, and in exchange, just getting paid a fee for that.
- ▶ 1:33:49 Ben Gilbert Going through Netscape.com to deliver traffic to this Google search.
- ▶ 1:34:52 Ben Gilbert We are shutting off google.com for today, and we are going to prioritize all traffic from Netscape for our servers until we can stand up more machines.
- ▶ 1:35:39 David Rosenthal Sure, you shut off Google.com for a day, and
- ▶ 1:59:20 Ben Gilbert That's the paid icky world relative to my beautiful clean Google search organic results.
- ▶ 2:33:09 David Rosenthal If we can have Google search, paid in organic, be part of the user experience anywhere on the internet, we should do everything possible to do that because it will build our liquidity pool and our business and we will just monetize the…
- ▶ 2:39:33 Ben Gilbert So, currently people need to know how to type in google.com.
- ▶ 2:39:49 Ben Gilbert You don't own a browser, so how do you get a Google search box to actually appear in the browser instead of on google.com?
- ▶ 2:42:01 Ben Gilbert Yes, and it had a little Google search box in it, among some other functionality, and you could just search right from the toolbar without having to go to the website.
- ▶ 2:49:26 Ben Gilbert It's a really valuable thing when it happens because it's high intent, but most of the time someone loads up a page, it's a website that is not google.com.
- ▶ 3:13:50 David Rosenthal And it comes with Google search baked in across
- ▶ 3:14:22 Ben Gilbert And wouldn't it be great if we could just attach more things to a user's life that could be entry points to Google search and the greatest business of all time?
- ▶ 3:16:55 David Rosenthal That is the building of Google search business.
Epic Systems (MyChart) · Acquired
- ▶ 1:37:28 Ben Gilbert Just Google pictures of the Verona campus for Epic, and we'll link to some of the show notes too.
Visa (Audio) · Acquired
- ▶ 1:29:29 David Rosenthal You can Google him.
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 1:19:15 Ben Gilbert And I'm sure people could stop and Google it, and can you give us the details on
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 2:10:09 Ben Gilbert I suspect a lot of the volume of the TPUs is being used internally by Google for BARD, for doing stuff in Google search.
- ▶ 2:41:16 Ben Gilbert I mean, Google with BARD, which I've found tremendously useful actually preparing for this episode, is not directly monetizing that, but they're sort of retaining me as a Google search customer by doing it.
Nike (Audio) · Acquired
- ▶ 49:41 Ben Gilbert And so, the fascinating thing is, if you look down at your Nike Cortez, or you Google a picture of it, it's basically exactly the same as the thing that they came out with.
- ▶ 3:43:47 Ben Gilbert Everyone should just Google Nike Monarchs, and you're like, oh yeah, no, my parents wear that.
Stratechery (with Ben Thompson) · Acquired
- ▶ 38:56 Ben Thompson It didn't exist in Google search.
Enron · Acquired
- ▶ 2:40:04 David Rosenthal I found this from Googling.
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired
- ▶ 37:22 Ben Gilbert Because, of course, the vast majority of Mozilla's revenue comes from the Google search deal to use Google as the default and get paid hundreds of millions of dollars from Google.