Google, every mention

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every year anyone David Rosenthal 1231Ben Gilbert 1220Brendan Eich 76Steve Ballmer 8Mark Zuckerberg 8Michael Lewis 7Brad Gerstner 7Ben Thompson 6Eric Yuan 4Jason Calacanis 3

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

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The Walt Disney Company: The most successful enterprise for monetizing human nostalgia (Audio) · Acquired Jun 23, 2026 · 2 mentions

  • ▶ 1:54:59 Ben Gilbert So I was looking at Google Maps, planning our visit, David, and it looks weird.
  • ▶ 1:56:27 Ben Gilbert And to me, it really symbolizes that animators are the crown of Disney in this era, in the way that at Google, it's engineers, and at Apple, it's designers, and at Microsoft, it's PMs.

Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired May 18, 2026 · 2 mentions

  • ▶ 2:46:04 Ben Gilbert This is like Vanguard is Microsoft and Fidelity is Google, and they could launch Gmail and say that thing, that's your primary business.
  • ▶ 3:22:01 Ben Gilbert Apple, Microsoft, Google, it's all 20% plus these big, uh, Vanguard, Fidelity, BlackRock, State Street, et cetera.

Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired Apr 14, 2026 · 1 mention

  • ▶ 54:42 David Rosenthal Chat SDK, which lets you build agents across Slack, Teams, Google Chat, Discord, and more, all from a single code base.

Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired Mar 5, 2026 · 3 mentions

The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired Jan 27, 2026 · 3 mentions

  • ▶ 2:49:04 David Rosenthal Like, no, it's Google and Amazon that are paying them this money.
  • ▶ 3:05:27 David Rosenthal See back then is that these leagues, the NFL especially, are going to be totally fine in a post linear TV era, and no further proof is needed than Amazon and Google are the latest people to pay boatloads of money to the NFL.
  • ▶ 3:38:21 David Rosenthal Already their rights partners were moving to much more of a tech company digital mix than cable networks and broadcast networks with Google, Netflix, with Amazon, etc.

10 Years of Acquired (with Michael Lewis) · Acquired Dec 15, 2025 · 31 mentions

Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 58 mentions

  • ▶ 2:33 Ben Gilbert Of course, listeners, this is Google today, and in perhaps the most classic textbook case of the innovator's dilemma,
  • ▶ 2:41 Ben Gilbert The entire AI revolution that we are in right now is predicated by the invention of the transformer out of the Google brain team in 2017.
  • ▶ 2:55 Ben Gilbert All the craziness right now depends on that one research paper published by Google in 2017.
  • ▶ 3:03 Ben Gilbert Not only did Google have the densest concentration of AI talent in the world 10 years ago that led to this breakthrough,
  • ▶ 3:09 Ben Gilbert But today, they have just about the best collection of assets that you could possibly ask for.
  • ▶ 3:15 Ben Gilbert They've got a top tier AI model with Gemini.
  • ▶ 3:17 Ben Gilbert They don't rely on some public cloud to host their model.
  • ▶ 3:21 Ben Gilbert They have their own in Google Cloud that now does fifty billion dollars in revenue.
  • ▶ 3:21 Ben Gilbert They have their own in Google Cloud that now does fifty billion dollars in revenue.
  • ▶ 3:27 Ben Gilbert They're a chip company with their Tensor Processing Units, or TPUs, which is the only real scale deployment of AI chips in the world besides Nvidia GPUs.
  • ▶ 3:49 David Rosenthal Or you don't have an AI chip, you might just be a commodity in the AI market, and Google is the only company that has both.
  • ▶ 3:58 Ben Gilbert Google still has a crazy bench of talent, and despite ChatGPT becoming kind of the Kleenex of the era, Google does still own the text box, the single one that is the front door to the internet for the vast majority of people anytime anyone…
  • ▶ 4:15 Ben Gilbert But the question remains, what should Google do strategically?
  • ▶ 4:19 Ben Gilbert Should they risk it all and lean into their birthright to win in artificial intelligence?
  • ▶ 4:31 Ben Gilbert But perhaps first, we must answer the question, how did Google get here, David Rosenthal?
  • ▶ 4:38 Ben Gilbert So listeners, today, we tell the story of Google, the AI company.
  • ▶ 6:17 Ben Gilbert Google.
  • ▶ 6:36 David Rosenthal As we've talked about before, were Google employees.
  • ▶ 6:39 David Rosenthal Ilya Sitzkever, founding chief scientist of OpenAI, who along with Jeff Hinton and Alex Korczewski had done the seminal AI work on AlexNet and just published that a few years before all three of them were Google employees, as was Dario…
  • ▶ 7:17 David Rosenthal Basically, every single person of note in AI worked at Google, with the one exception of Yann LeCun, who worked at Facebook.
  • ▶ 7:27 Ben Gilbert It's pretty difficult to trace a big AI lab now back and not find Google in its origin story.
  • ▶ 7:52 David Rosenthal This is how it was with AI and Google in the mid-twenty tens.
  • ▶ 8:24 David Rosenthal Well, it goes back to the start of the company.
  • ▶ 8:26 David Rosenthal I mean, Larry Page always thought of Google as an artificial intelligence company.
  • ▶ 9:06 David Rosenthal I mean, if you squint, PageRank, the PageRank algorithm that Google was founded upon, is a statistical method.
  • ▶ 9:24 David Rosenthal In the year, 2002 years after Google's founding, when Larry says artificial intelligence would be the ultimate version of Google,
  • ▶ 9:47 David Rosenthal It's always been an AI company.
  • ▶ 9:58 David Rosenthal A Google engineer named Georges Herrick is talking over lunch with Ben Gomes, famous Google engineer who I think would go on to lead search, and a relatively new engineering hire named Noam Shazir.
  • ▶ 10:13 David Rosenthal Now, Georges was one of Google's first 10 employees, incredible engineer, and just like Larry Page's dad, he had a PhD in machine learning from the University of Michigan.
  • ▶ 12:11 Ben Gilbert Is this in one of Google's micro kitchens?
  • ▶ 12:14 David Rosenthal This is in one of Google's micro kitchens.
  • ▶ 12:20 David Rosenthal This is like a small little passage in Steven Levy's great book that's been a source for all of our Google episodes, In the Plex.
  • ▶ 12:54 David Rosenthal And if they can do that, that that would be good for Google.
  • ▶ 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.
  • ▶ 14:28 David Rosenthal So this is huge for Google because obviously it's a bad user experience when you mistype a query and then need to type another one, but it's a tax to Google's infrastructure because every time these mistyped queries are going, well,…
  • ▶ 15:46 David Rosenthal AdSense.
  • ▶ 15:47 David Rosenthal They need a way to understand the content of these third party web pages, the publishers, in order to run the Google ad corpus against them.
  • ▶ 16:04 David Rosenthal So Jeff Dean borrows Phil and famously uses it to code up his implementation of AdSense in a week, because he's Jeff Dean.
  • ▶ 16:14 David Rosenthal And boom, AdSense.
  • ▶ 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.
  • ▶ 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.
  • ▶ 16:39 Ben Gilbert Jeff Dean is going to be the through line of this episode of, wait, how did Google pull that off?
  • ▶ 16:44 Ben Gilbert How did Jeff Dean just go home and over the weekend rewrite some entire giant distributed system and figure out all of Google's problems?
  • ▶ 16:52 Ben Gilbert Back when Chuck Norris facts were big, Jeff Dean facts became a thing internally at Google.
  • ▶ 17:35 David Rosenthal Definitely going to drive a lot of value for Google.
  • ▶ 17:38 David Rosenthal And they also fit pretty beautifully into Google's mission to organize the world's information and make it universally accessible and useful.
  • ▶ 17:54 David Rosenthal So Phil gets so big that apparently by the mid-two thousands, Phil is using 15% of Google's entire data center infrastructure.
  • ▶ 18:04 David Rosenthal And I assume a lot of that is AdSense ad serving, but also Did You Mean and all the other stuff that they start using it for within Google.
  • ▶ 18:04 David Rosenthal And I assume a lot of that is AdSense ad serving, but also Did You Mean and all the other stuff that they start using it for within Google.
  • ▶ 18:26 David Rosenthal Google had just recently launched the Google Translate product.
  • ▶ 18:26 David Rosenthal Google had just recently launched the Google Translate product.
  • ▶ 18:30 David Rosenthal This is the era of all the great, great products coming out of Google that we've talked about, you know, Maps and Gmail and Docs and all the wonderful things that Chrome and Android are going to come later.
  • ▶ 18:30 David Rosenthal This is the era of all the great, great products coming out of Google that we've talked about, you know, Maps and Gmail and Docs and all the wonderful things that Chrome and Android are going to come later.
  • ▶ 18:30 David Rosenthal This is the era of all the great, great products coming out of Google that we've talked about, you know, Maps and Gmail and Docs and all the wonderful things that Chrome and Android are going to come later.
  • ▶ 18:30 David Rosenthal This is the era of all the great, great products coming out of Google that we've talked about, you know, Maps and Gmail and Docs and all the wonderful things that Chrome and Android are going to come later.
  • ▶ 18:40 Ben Gilbert They had like a 10 year run where they basically launched everything you know of at Google except for 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.
  • ▶ 19:05 David Rosenthal And so one of those products was Google Translate, you know, not the same level of user base or perhaps impact on the world as Gmail or Maps or whatnot, but still a magical, magical product.
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