Google, every mention
294 scenes (2022), the whole family · ← back to Google
tap a year for its mentions
every year 2022 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
Holiday Special 2022 · Acquired
- ▶ 13:28 Ben Gilbert We have not done the Google IPO, Apple, Google, Oracle.
Stratechery (with Ben Thompson) · Acquired
- ▶ 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.
- ▶ 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.
- ▶ 29:12 Ben Thompson This idea that users are going to Google, going to social media, and that's the best and most obvious place to put advertising because that's where the users are.
- ▶ 38:56 Ben Thompson It didn't exist in Google search.
- ▶ 1:19:13 Ben Thompson I think you'd probably make the same thing about Google.
- ▶ 1:45:38 Ben Thompson Like no one trusts Google, right?
Enron · Acquired
- ▶ 23:21 David Rosenthal I first heard about this other bizarro Erwin Jacobs when doing the research for the Qualcomm episode, because every time I type it into Google, I would occasionally get
- ▶ 2:40:04 David Rosenthal I found this from Googling.
- ▶ 3:02:15 Ben Gilbert You know, they don't have a Google on their hands, where it's like this just cash gusher that is unbelievably defensible, high-margin,
- ▶ 3:22:09 Ben Gilbert The classic example is Google creates a lot of value and captures a lot of it, and Wikipedia creates tons of value, captures very little of it.
ACQ Sessions: Jason Calacanis · Acquired
- ▶ 27:09 Jason Calacanis Nobody knew who he was except if you worked at Google or you were in VC.
- ▶ 37:45 Jason Calacanis Google has like five courses online.
- ▶ 1:59:39 Jason Calacanis That Google investment is crazy.
Benchmark Part I · Acquired
- ▶ 10:09 David Rosenthal He did Google.
- ▶ 11:15 David Rosenthal I mean, it was crazy when John and Mike Moritz did Google at a hundred million dollar valuation in the Series A, you know, that was earth changing.
- ▶ 2:22:29 David Rosenthal The first, and this happens shortly after Bill joins, but as all of this, you know, architecture, all of this, uh, infrastructure is starting to get spun up, that's when Google shows up.
- ▶ 2:22:43 Ben Gilbert Does Google pitch benchmark?
- ▶ 2:22:55 David Rosenthal He had just joined the firm and Google appears and some subset of the benchmark partnership, including Bill, heard about them, met with them, had an opportunity to pursue.
- ▶ 2:23:11 David Rosenthal And Bill always frames it as they failed to pursue Google.
- ▶ 2:23:29 David Rosenthal Would they have beaten John Doerr for Google?
- ▶ 2:23:35 David Rosenthal Would they have beaten Mike Moritz for Google?
- ▶ 2:23:48 David Rosenthal But could they have beaten one of those two firms to get one of the two primary VC slots in Google?
- ▶ 2:24:04 David Rosenthal Google was the next internet company.
- ▶ 2:24:11 David Rosenthal But remember, Bezos was a very influential and large seed investor in Google.
- ▶ 2:24:22 Ben Gilbert Google's a miss.
- ▶ 2:24:24 David Rosenthal Google's a miss.
- ▶ 2:25:22 David Rosenthal And then the third miss that is not directly related to the international expansion, but I think is more symptomatic perhaps of the sort of taking your eye off the ball, but a Google size miss is they miss Facebook and
- ▶ 2:26:06 David Rosenthal For the Series A, for the one hundred million dollar valuation of Facebook, you know, very similar to that Google round.
- ▶ 2:27:12 David Rosenthal They did that with eBay, and then the international expansion happened, and then for a whole variety of conflicts and reasons, no Google, no Skype, you know, Skype's not generational defining, but
- ▶ 2:37:56 David Rosenthal He brings Brett Taylor of Google Maps and then Facebook fame into Benchmark as an EIR.
- ▶ 2:38:15 David Rosenthal He made the journey from Google and Google Maps to Facebook.
- ▶ 2:38:15 David Rosenthal He made the journey from Google and Google Maps to Facebook.
Amazon Web Services · Acquired
- ▶ 23:16 David Rosenthal Or Google Maps, of course, was such a canonical Web two dot O project.
- ▶ 23:37 David Rosenthal So web two dot O mashups were such all the rage and Google Maps was like a core part of this.
- ▶ 23:43 David Rosenthal People would take the Google Maps API and build all sorts of other websites using Google Maps data and content underneath it, or, you know, Flickr had an API.
- ▶ 44:40 David Rosenthal This is the Steve Yege rant by then Google engineer at the time.
- ▶ 44:45 David Rosenthal This post happened much later, but about this period in time at Amazon, he had been working at Amazon at this time and then moved over to Google later.
- ▶ 44:57 Ben Gilbert The funniest thing is the way that this got public, by the way, is he was at Google and they had just launched Google plus and he meant to post it internally, but it turned into a external Google plus public thing.
- ▶ 45:32 David Rosenthal So Steve in this piece, he starts off and it just illustrates the difference between Google culture and Amazon culture.
- ▶ 46:16 David Rosenthal We're better at everything at Google.
- ▶ 46:31 David Rosenthal 20 10, 20, it was whenever Google plus launched.
- ▶ 1:03:35 David Rosenthal And he says what they ended up doing was they got a tiger team together of the 10 best technical minds inside the company, and they deconstructed all the major web services, web applications of the day, amazon.com itself, Google, eBay, all…
- ▶ 1:24:51 Ben Gilbert A hundred and twenty billion dollars a year of revenue has already moved to the cloud of at least Microsoft, Amazon, or Google.
- ▶ 1:30:37 Ben Gilbert And the unfortunate thing for Microsoft and for Google, who really started at this platform as a service layer, was you basically didn't get the startups because you didn't have a mature platform yet that people were excited to build on…
- ▶ 1:33:21 David Rosenthal And Microsoft, let's put Google to the side for a minute, but IBM, you know, Oracle, all these legacy technology companies, why are they asleep at the wheel here?
- ▶ 1:40:36 David Rosenthal What about Google?
- ▶ 1:40:37 Ben Gilbert So Google's the third place.
- ▶ 1:40:44 Ben Gilbert Google's somewhere around 10%.
- ▶ 1:40:52 Ben Gilbert Here's my sort of take on Google.
- ▶ 1:41:45 Ben Gilbert I don't know what Google's advertising margins are, but that business probably runs at
- ▶ 1:41:59 Ben Gilbert I know they're getting better, but the narrative at the time was they made this G Suite thing, which at the time was called Google Apps, but no one would buy it.
- ▶ 1:42:11 Ben Gilbert Google Docs and Gmail and everything.
- ▶ 1:42:45 Ben Gilbert And they were sort of inventing machine learning before machine learning, so a huge value prop of the cloud now is all your data's in the cloud, and that way you can use a bunch of stuff that Google invented, TensorFlow, Kubernetes, to run…
- ▶ 1:43:17 David Rosenthal I thought you were talking about Google
- ▶ 1:43:22 David Rosenthal I think Google made that mistake too.
- ▶ 1:43:25 Ben Gilbert I mean, the first foray was Google app engine, which was in no way infrastructure as a service.
- ▶ 1:43:38 Ben Gilbert For GAE, and you can make App Engine apps, and it was all abstracted away from you.
- ▶ 1:43:45 Ben Gilbert If we're going to get really clever and build you a platform of the future, but Google, per the Steve Yege rant, is not at all a platform company, and so they didn't really know how to build it.
- ▶ 1:43:57 Ben Gilbert They didn't know how to support developers in it at the time, and so that sort of fell on its face, and what is GCP?
- ▶ 1:44:03 Ben Gilbert Google Cloud Platform is now a very viable player in this race.
- ▶ 1:44:10 David Rosenthal So I want to rewind back to Oracle and talk about something, but one thing that really came up in the research and from talking to people and friends at AWS and Amazon, Amazon and AWS deserve so much credit for overcoming one of the…
- ▶ 1:46:15 David Rosenthal Amazon doesn't report this, but if you Google estimates of what the most popular
- ▶ 1:58:24 David Rosenthal And Google about seven percent.
- ▶ 2:00:25 Ben Gilbert They run TensorFlow, which is funny because that's a thing that Google created.
- ▶ 2:00:44 Ben Gilbert What's becoming clearer to me is the machine learning capabilities that Amazon has need to be good, but they actually don't need to be as good as Google's.
- ▶ 2:01:23 Ben Gilbert And so they can't fall crazy behind here, but I think this is one way that even though Google should be best positioned to have better ML offerings than anyone else, it kind of doesn't matter if they're not the place where customers are…
- ▶ 2:04:22 Ben Gilbert Probably not a whiff on the order of Microsoft and Google whiffing on cloud.
- ▶ 2:05:39 Ben Gilbert I think that won for a long time, and now it's created so much confusion for customers that that's actually like the bull case for a Google who is sort of a newer entrant who's coming in with a more cohesive product strategy and can help…
- ▶ 2:16:04 David Rosenthal You know, at this point, probably with Microsoft and Google, you can feel more safe, but for the longest time, their strategies were all over the place.
- ▶ 2:17:30 Ben Gilbert And this is the Amazon argument, which they've argued in the last two keynotes that they started showing up magically in 2021 in keynotes where they're realizing, oh crap, multi-cloud is making it so that a bunch of the revenue that could…
- ▶ 2:29:45 Ben Gilbert I think Microsoft and Google both wanted to build something that they thought would be an amazing business model and something that was very clever to them as technologists, and what Amazon decided to do is figure out what startups wanted…
- ▶ 2:41:46 Ben Gilbert I mean, it's the same way that Google looks at Bing, I'm sure, which is like, woof, thank god that exists.
Howard Marks & Andrew Marks: Something of Value · Acquired
- ▶ 30:13 Andrew Marks And you have companies like Apple and Amazon and Google and Microsoft that just continue to get bigger and bigger, and I think a lot of that comes from the fact that they're just continue to dominate more and more of various markets.
- ▶ 1:00:08 Howard Marks And if the person who finds Amazon can also find Google and can find Facebook and
- ▶ 1:09:22 Andrew Marks Someone gave you Google's pay drink algorithm.
- ▶ 1:09:37 Andrew Marks What are the odds that that person would have built Google?
Amazon.com · Acquired
- ▶ 30:27 Ben Gilbert You Google search something, you're gonna get websites.
- ▶ 30:31 Ben Gilbert And despite Amazon and Google and everyone trying, the book publishers have sort of very physically DRM'd these books such that you cannot search them in a very digitally native internet way.
- ▶ 1:35:08 David Rosenthal This is before Google.
- ▶ 1:35:09 David Rosenthal We will definitely talk about Google in a minute, but he's a little busy.
- ▶ 1:42:22 David Rosenthal Eric Schmidt, of course, former CEO of Google.
- ▶ 2:24:35 Ben Gilbert And we're talking about Larry and Sergey at Stanford before Google's founded.
- ▶ 2:24:49 David Rosenthal He invests the first 250,000 dollars in Google, and he joins the board of Google.
- ▶ 2:25:04 David Rosenthal Jeff hears about Google, calls up Ram, and he's like, hey, I wanna come meet these guys.
- ▶ 2:26:18 David Rosenthal I couldn't figure out what it was, but the Series A that would happen shortly thereafter of Google famously split between John Dora Kleiner and Mike Moritz at Sequoia was at a hundred million dollar post-money valuation, which was insane…
- ▶ 2:26:33 Ben Gilbert And Mike Moritz came in and told Doug Leone, as Doug told it on our interview with him, even after making this investment, he's looking at Google and goes, we've never paid so much for so little.
- ▶ 2:27:11 David Rosenthal I think it is probably safe to say that Jeff and McKenzie owned at least one percent of Google.
- ▶ 2:27:22 Ben Gilbert Google went public just on that Series A.
- ▶ 2:27:26 Ben Gilbert Google, one of the most immediately cash-generative businesses of all time.
- ▶ 2:27:38 David Rosenthal So Jeff has never commented, he's been asked, he's never commented on whether or not he and McKenzie sold their Google shares, but they wouldn't have even had a chance to sell before the IPO.
- ▶ 2:27:49 David Rosenthal So at a minimum he held to the IPO, like one plus percent of Google, probably held longer than that.
- ▶ 2:28:00 Ben Gilbert So in 2004, Google IPO'd for twenty three billion dollar market cap.
- ▶ 2:28:16 Ben Gilbert And since then, over the last 18 years, Google has 65 exed from there.
- ▶ 2:29:03 Ben Gilbert What if Jeff still owns a percent of Google, whether Google Cloud wins or whether AWS wins?
- ▶ 2:29:03 Ben Gilbert What if Jeff still owns a percent of Google, whether Google Cloud wins or whether AWS wins?
- ▶ 2:29:22 Ben Gilbert So he's only 17 X more incentivized for Amazon to win than Google to win.
- ▶ 2:29:39 David Rosenthal I feel like there's a lesson there, and the lesson is invest in Google?
- ▶ 2:32:59 David Rosenthal With Steve Jobs, Google, with, you know, Eric Schmidt, Intuit, with Scott Cook.
- ▶ 2:52:47 David Rosenthal So we talked about Google.
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