Google, every mention
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Verbatim, from the transcripts: the passages where Google comes up
Visa (Audio) · Acquired
- ▶ 1:29:29 David Rosenthal You can Google him.
- ▶ 1:38:25 Ben Gilbert Yeah, and it's worth a moment on Amex here because I would have thought just like Facebook or WhatsApp or Google, when you have this sort of winner-take-all massive network effect business that the single centralized player network effect…
- ▶ 2:50:09 Ben Gilbert Google, Google has a monopoly in a market of information.
- ▶ 2:50:17 David Rosenthal I would have thought Google would be higher.
- ▶ 2:50:20 David Rosenthal As we were talking in my mind, I was like, well, Google's probably the only one that can come close, but.
- ▶ 3:29:06 David Rosenthal Yep, and Apple Pay and Google Pay along with it are, I think, by, like, many, many, many orders of magnitude the most successful
- ▶ 3:29:24 Ben Gilbert Google Pay is very popular, too.
- ▶ 3:29:28 David Rosenthal I mean, there have been other alternative payment systems over the years, and none of them match, at least domestically in the U.S., Apple and Google Pay.
- ▶ 3:35:08 David Rosenthal One other additional I said I was going to add on bull case sort of as a response to the Apple and by association Google bear case.
- ▶ 3:35:15 David Rosenthal You know, pretty much everybody we talked to pointed out as the number one most obvious bear case for Visa right now is Apple and Google, and the incredible progress and inroads that they have made into Rails and transactions.
Charlie Munger (Audio) · Acquired
- ▶ 41:46 Ben Gilbert In fact, there are these acronyms, FAANG or MAMA, you know, Microsoft, Apple, Google, Facebook, but selecting the one and putting hundreds of billions of dollars into it.
NVIDIA CEO Jensen Huang · Acquired
- ▶ 17:58 David Rosenthal The technology companies here in Silicon Valley, particularly the social media companies, they were just realizing huge economic value out of this, the Googles, the Facebooks, the Netflixes, et cetera.
- ▶ 20:46 David Rosenthal Like, you know, because you were so connected to the researchers, to Ilya, taking that talent out of Google and Facebook, to be blunt, but reseeding the research community and opening it up, um, was such an important moment.
- ▶ 25:03 David Rosenthal So in our NVIDIA part three episode, we talked about how the AI research teams at Google and Facebook drove incredible business outcomes with cutting edge ML models.
- ▶ 25:12 David Rosenthal And these models powered features like the Facebook newsfeed, Google ads, and the YouTube next video recommendation in the process, transforming Google and Facebook into the juggernauts that we know today.
- ▶ 25:12 David Rosenthal And these models powered features like the Facebook newsfeed, Google ads, and the YouTube next video recommendation in the process, transforming Google and Facebook into the juggernauts that we know today.
- ▶ 26:06 Ben Gilbert And over time, these experimentation tools gave Facebook and Google a huge edge because they really became a requirement for leading ML teams.
- ▶ 26:15 David Rosenthal So now you're probably thinking, well, that's great for Facebook and Google, but my team can't build out our own internal experimentation platform.
- ▶ 59:15 David Rosenthal I, I actually do think, um, you know, if you look at all the big tech companies today, perhaps with the exception of Google, they did all start, and understanding this now about you, by addressing developers, planning to build a platform…
- ▶ 1:07:23 Ben Gilbert As a last resort, I asked an AI chatbot, specifically Bard, to provide me a list and cite the sources of Jensen's favorite business books, and miraculously, it worked.
- ▶ 1:07:33 Ben Gilbert Bard found books that Jensen had called out in public forums over the past several decades.
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 18:46 David Rosenthal I mean, you know, it's YouTube, it's Google we're talking about here, like,
- ▶ 42:16 Doug DeMuro Um, and it actually, if you go and look at our, like, Google reviews, like, a large chunk of the negative reviews are from people who just, we didn't accept their car, and they're, like, mad because we didn't, like, and it's so annoying to…
- ▶ 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
- ▶ 2:35 Ben Gilbert First, with OpenAI's ChatGPT, which became the fastest app in history to a hundred million active users, and then quickly followed by Microsoft, Google, and seemingly every other company.
- ▶ 6:40 David Rosenthal And we just spent most of that whole episode talking about how machine learning powered by Nvidia ended up having this incredibly valuable use case, which was powering social media feed recommenders, and that Facebook and Google
- ▶ 9:28 David Rosenthal And what completely changed the fortunes of the internet, of Google, of Facebook, and certainly of NVIDIA, was they actually used old algorithms, a branch of computer science and artificial intelligence called neural networks, specifically…
- ▶ 12:52 David Rosenthal It turned out that a natural consequence of what these guys were doing was, oh, actually you can use this to surface the next post in a social media feed, on like an Instagram feed or the YouTube feed or something like that, and that…
- ▶ 13:14 David Rosenthal Well, that's true, and then as a consequence of that, Google and Facebook started buying a lot of NVIDIA GPUs.
- ▶ 14:58 David Rosenthal By Google within six months.
- ▶ 15:01 David Rosenthal So they get scooped up by Google.
- ▶ 15:04 David Rosenthal They join a bunch of other academics and researchers that Google has been
- ▶ 15:17 David Rosenthal The three of them had just formed the Google Brain team within Google to turbocharge all of this AI work that has been unleashed by AlexNet.
- ▶ 15:17 David Rosenthal The three of them had just formed the Google Brain team within Google to turbocharge all of this AI work that has been unleashed by AlexNet.
- ▶ 15:28 David Rosenthal And of course, to turn it into huge amounts of profit for Google.
- ▶ 15:35 Ben Gilbert Individually serving advertising that's perfectly targeted on the internet through Facebook or Google.
- ▶ 15:47 David Rosenthal So about a year later, Google also acquires DeepMind, famously, and then right around the same time, Facebook scoops up computer science professor Jan LeCun, who also is a legend in the field, and the two of them basically establish a…
- ▶ 16:23 David Rosenthal So the Google brain team and Jeff and Alex and Ilya, one of the big projects they work on is redoing the YouTube algorithm.
- ▶ 16:30 David Rosenthal And this is when YouTube goes from, like, money losing, you know, crazy thing that Google acquired to the just absolute juggernaut that it is today.
- ▶ 17:00 David Rosenthal Some of the other stuff that happens at Google, famously after they acquired DeepMind, DeepMind built a bunch of algorithms to save on cooling costs.
- ▶ 17:53 David Rosenthal From Astro Teller, who ran Google X at the time, and still does, in a New York Times piece, where he says that the gains from Google Brain during this period, I don't think this even includes DeepMind, just the gains from the Google Brain…
- ▶ 17:53 David Rosenthal From Astro Teller, who ran Google X at the time, and still does, in a New York Times piece, where he says that the gains from Google Brain during this period, I don't think this even includes DeepMind, just the gains from the Google Brain…
- ▶ 17:53 David Rosenthal From Astro Teller, who ran Google X at the time, and still does, in a New York Times piece, where he says that the gains from Google Brain during this period, I don't think this even includes DeepMind, just the gains from the Google Brain…
- ▶ 18:17 David Rosenthal Google Brain.
- ▶ 18:25 David Rosenthal When a few people in Silicon Valley start to realize that this Google, Facebook, AI duopoly is actually a really, really big problem.
- ▶ 19:08 David Rosenthal How are you gonna compete with Google and Facebook when this is the primary value driver of this generation of technology?
- ▶ 19:38 David Rosenthal Maybe it was that they didn't have access to the same AI researchers that Facebook and Google had.
- ▶ 19:54 David Rosenthal The third layer of the problem is just like, this sucks for the world that all these people are locked up in Google and Facebook.
- ▶ 21:21 David Rosenthal So they get this dinner together, and they invite basically all of the top AI researchers at Google and Facebook, and they're like, yo, what is it gonna take for you to leave and to break this duopoly?
- ▶ 22:15 David Rosenthal If you go to Google or you go to Facebook, you're with everybody.
- ▶ 22:29 David Rosenthal And to quote an amazing Wired article from the time by Cade Metz that we will link to in our sources, quote, the trouble was so many of the people most qualified to solve all these AI problems were already working for Google and Facebook,…
- ▶ 23:07 David Rosenthal So after the dinner, Ilya leaves Google and signs up to become, as we said, co-founder and chief scientist of a new independent AI non-profit research lab backed by Elon and Sam.
- ▶ 25:19 David Rosenthal It's super cool that they can put their data centers out there in these remote locations where quote unquote energy happens, as opposed to the other hyperscalers such as AWS and Google and Azure.
- ▶ 30:37 David Rosenthal GPT-III, GPT-IV, Lama, Bard, these others, they can guess who the criminal is.
- ▶ 30:59 Ben Gilbert So, Google.
- ▶ 31:08 David Rosenthal And it's from the Google Brain team, right?
- ▶ 31:16 Ben Gilbert So, machine learning on natural language, just to set the table here, had long been used for things like autocorrect or foreign language translation, but in 2017, Google came out with this paper and discovered a new model that would change…
- ▶ 35:35 David Rosenthal So Google obviously knows how important this is, and there's like a year where Google's AI work, even though Ilya has left and OpenAI is a thing now,
- ▶ 35:49 David Rosenthal So this is when Google comes out with Smart Compose in Gmail, and they do that thing where they have an AI bot that'll call local businesses for you.
- ▶ 36:05 David Rosenthal I mean, this is Google here.
- ▶ 36:11 David Rosenthal This is when they really start investing in Waymo, but again, where it really manifests is just back to serving ads in search and recommending YouTube videos.
- ▶ 36:19 David Rosenthal Like, they're just crushing it in this period of time.
- ▶ 37:40 David Rosenthal Meanwhile, Google had kind of moved on.
- ▶ 38:01 David Rosenthal GPUs and NVIDIA and the transformer made it possible, but to work with the size of models you're talking about, you're talking about spending an amount of money that's certainly for a nonprofit and anybody really except Google was…
- ▶ 43:16 David Rosenthal To train these models is prohibitively expensive, and, you know, even Google at this point in time, this is when they start building their own chips, TPUs, because, you know, they're still buying tons of hardware from NVIDIA, but they're…
- ▶ 43:31 Ben Gilbert Yep, and importantly, they've, at this point, are getting ready to release TensorFlow to the public, so they have a framework where people can develop for stuff, and they're like, look, if people are developing using our software,
- ▶ 43:45 Ben Gilbert So they actually do have this very plausible story around why their hardware, why their software framework.
- ▶ 43:52 Ben Gilbert It was kind of a surprising move when they open sourced it because people were like, gasp, you know,
- ▶ 43:56 Ben Gilbert why is Google giving away the farm for free here?
- ▶ 43:58 Ben Gilbert But this was three, four years early and a very prescient move to really get a lot of people using Google architecture compute at scale.
- ▶ 44:07 David Rosenthal All within Google Cloud.
- ▶ 44:11 David Rosenthal So with this, it starts to look like maybe this whole open AI boondoggle didn't actually accomplish anything, and the world's AI resources are more than ever just locked back into Google.
- ▶ 45:14 Ben Gilbert Google Brain's Transformer had blown open a new frontier where AI could improve endlessly.
- ▶ 46:25 David Rosenthal They had to raise money to get the computing resources to compete with Google.
- ▶ 49:18 Ben Gilbert NVIDIA, OpenAI, Google, etc.
- ▶ 1:12:17 David Rosenthal This is Google.
- ▶ 1:15:30 David Rosenthal That's what they're selling to Amazon and Google and Facebook.
- ▶ 1:23:22 Ben Gilbert Yeah, and of course you could rent these instances from Amazon, Microsoft, Google, Oracle, but like- You're not getting that full integrated solution.
- ▶ 1:24:27 David Rosenthal Via other clouds, so Azure and Oracle and Google.
- ▶ 1:26:02 David Rosenthal And even more for Nvidia, more important longer term, for enterprises that buy this, Nvidia now has a direct sales relationship with those companies, not necessarily intermediated by sales through Azure or Google or AWS, even though
- ▶ 1:58:55 Ben Gilbert Google and the TPU.
- ▶ 2:03:44 David Rosenthal So AMD is going to contribute a couple dozen, maybe a hundred engineers to work on PyTorch, and so will Google, and so will Facebook, and so will everybody else.
- ▶ 2:09:47 Ben Gilbert I know we've been harping on NVIDIA, but Google TPUs are also manufactured at volume.
- ▶ 2:09:53 Ben Gilbert You can just only get them through Google Cloud, and I think, I don't know if you have to use the TensorFlow framework, which has been waning in popularity relative to PyTorch,
- ▶ 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.
- ▶ 2:10:09 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.
- ▶ 2:10:09 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.
- ▶ 2:10:23 David Rosenthal Just sticking to the scope of this business and market discussion, this is a major casualty of a strategy conflict at Google.
- ▶ 2:10:40 David Rosenthal But obviously Google is not going to be in AWS and Azure and Oracle and all the new cloud providers.
- ▶ 2:10:47 David Rosenthal They're only going to be in GCP.
- ▶ 2:10:47 David Rosenthal They're only going to be in GCP.
- ▶ 2:10:50 David Rosenthal But I was gonna say, though, through the expanded lens, though, I think this makes sense for Google, cuz their primary business is their own products.
- ▶ 2:10:59 Ben Gilbert And they run among the most profitable businesses the world has ever seen.
- ▶ 2:11:03 Ben Gilbert So anything they can do to further advantage and extend that runway, they probably should do.
- ▶ 2:11:26 David Rosenthal That is still true in this current world and still true for Google.
- ▶ 2:21:52 Ben Gilbert There's this sort of interesting question of will winning cloud one point oh for all these Google, Microsoft, Amazon, will that toehold actually enable them to win in the cloud AI era?
- ▶ 2:25:52 Ben Gilbert Yeah, but Google, Facebook, Apple, at some point here, there's a game of chicken that ends, and some of these companies go all in and say, yeah, we have smart engineers too, like, we're gonna figure this out.
- ▶ 2:35:03 Ben Gilbert And over time, like, you look at, uh, Google's Chinchilla or Llama II, they actually use less parameters than GPT-IV and have equivalent quality, or, you know, many other people can be the judge of that, but we're high-quality models with…
- ▶ 2:36:15 David Rosenthal I don't think training is going anywhere, but until recently, you know, thinking back to the Google days, training was what everybody was spending money on.
- ▶ 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.
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