Google, every mention
170 scenes (2024), the whole family · ← back to Google
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every year 2024 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
Mars Inc. - The Chocolate Story (Audio) · Acquired
- ▶ 1:35:09 Ben Gilbert I Google mapped
- ▶ 1:35:11 Ben Gilbert The recent factory that they built to make M&Ms, and it's like a corporate headquarters and manufacturing facility, and there's a bunch of pictures on Google Maps of the exterior and interior, just like you would expect from anything…
IKEA (Audio) · Acquired
- ▶ 2:19:54 Ben Gilbert I look at a bunch of retailers.
- ▶ 2:21:20 David Rosenthal This is like the version of, you know, when you, uh, Google for products, you want, you know, click on the organic results.
Meta (Audio) · Acquired
- ▶ 44:13 David Rosenthal Seeing, you know, the physical embodiment of all these great tech companies, Yahoo, early Google, et cetera, drove by them all.
- ▶ 1:18:20 Ben Gilbert It's what happened at Google.
- ▶ 1:35:47 David Rosenthal Were there any other deals like this that you could even kind of point to as a comparable from the past, and the only one I can think of was the Google Series A, which was twenty-five million dollars at a one hundred million dollar…
- ▶ 1:36:26 David Rosenthal And I think he was actually referring to like the small amount of equity that they got by having to split the deal in Google.
- ▶ 1:40:21 David Rosenthal Well, that becomes a true, true innovation in Newsfeed, but I think at the time, there was a lot of buzz and talk about personalized portals, and like Yahoo was really big on this, and Google was even kind of big on this, like, oh, make…
- ▶ 1:45:49 Ben Gilbert By November of 2005, they were getting two hundred and thirty million page views daily, which means that they had passed Google in page views.
- ▶ 1:46:02 Ben Gilbert Google.
- ▶ 1:46:05 Ben Gilbert And the reason is because when you're on Google, you do like one or two searches
- ▶ 1:46:26 David Rosenthal With such a small user base at that point in time, I think, what, probably, certainly less than ten million users to have two hundred million plus page views every single day and be passing Google in traffic is wild.
- ▶ 2:02:03 David Rosenthal They tried to do this with MySpace a little bit earlier, and they lost that deal to Google.
- ▶ 2:07:11 David Rosenthal I mean, there was Google out there, which had a lot of this element, but it was a very different thing.
- ▶ 2:41:17 David Rosenthal Microsoft is also happy, though, to just keep the partnership going and expand it, because one, it is really helping them spin up their online services division and get really good at online ad sales and ad serving, and two, they know they…
- ▶ 2:41:46 Ben Gilbert I mean, for them, I think the thing that shocked them about Google is,
- ▶ 2:42:34 David Rosenthal Facebook tells them that, hey, Google is actually really interested in taking this partnership over.
- ▶ 2:42:41 David Rosenthal Larry and Sergey have been banging down the door, and we've been trying to hold them off, but they're coming to meet with us tomorrow to talk about switching our Facebook ad serving partnership over to Google.
- ▶ 2:44:47 David Rosenthal They announced the new partnership that very same day as promised with the threat of Google.
- ▶ 2:47:08 David Rosenthal Even sort of think of was Google's market cap at IPO was twenty three billion.
- ▶ 2:47:17 David Rosenthal And Google at IPO was a two billion dollar revenue run rate spitting off hundreds of millions of dollars in free cash flow annually.
- ▶ 2:48:04 David Rosenthal And then maybe the most important benefit to Microsoft out of all of this is, like, Microsoft and Facebook have always had a good relationship, unlike Microsoft has with Google and Apple.
- ▶ 2:48:14 Ben Gilbert I remember Facebook events, like, when you look at the page, it was a Bing map, not a Google map, that always, like, felt emblematic of the partnership to me.
- ▶ 2:48:27 David Rosenthal Yes, and it wasn't a Google product.
- ▶ 2:56:35 David Rosenthal And Cheryl was the perfect person coming from Google.
- ▶ 2:56:38 David Rosenthal Cheryl joined Google in 2001 right as they were figuring out AdWords.
- ▶ 2:56:38 David Rosenthal Cheryl joined Google in 2001 right as they were figuring out AdWords.
- ▶ 2:56:43 Ben Gilbert I mean, that's like three years after the company was founded.
- ▶ 2:56:46 David Rosenthal Well, and, and the company didn't figure out AdWords for a couple years, so it was like, that was like the key moment.
- ▶ 2:56:46 David Rosenthal Well, and, and the company didn't figure out AdWords for a couple years, so it was like, that was like the key moment.
- ▶ 2:56:50 David Rosenthal And then Cheryl built and ran the whole self-serve business at Google, which was the most important and the most technology, like, enabled part of what they were doing.
- ▶ 3:13:39 David Rosenthal Created Gmail within Google.
- ▶ 3:18:02 David Rosenthal Reaching the scale that Google was at their IPO.
- ▶ 3:19:53 David Rosenthal Yeah, you can argue Android is open source and all that, but for all intents and purposes, Google controls it and they control the Play Store.
- ▶ 3:19:53 David Rosenthal Yeah, you can argue Android is open source and all that, but for all intents and purposes, Google controls it and they control the Play Store.
- ▶ 3:21:25 David Rosenthal Apple's never gonna let it happen, and Google's never gonna let it happen.
- ▶ 3:24:51 David Rosenthal On mobile apps, you can push code when Apple and Google tell you that you can push code.
- ▶ 3:25:05 David Rosenthal Not only is there a two-week delay, during that two weeks, Apple and Google are reviewing it, and if they see anything that they don't like for whatever reason, they are telling you, no, you cannot push that code.
- ▶ 3:31:41 Ben Gilbert The first of which is they had just beat Google+.
- ▶ 3:31:49 Ben Gilbert We laugh about Google+, now, it's a butt of jokes, but that's because Facebook was so effective in competing against it.
- ▶ 3:31:56 Ben Gilbert I'm not saying the product itself was amazing and it would have been fine without Facebook, but, like, Google did not end up executing that well on that product.
- ▶ 3:32:05 David Rosenthal Google Plus may or may not have been a good product and may or may not have succeeded, but the Facebook competitive response was, like, unbelievable.
- ▶ 3:32:18 Ben Gilbert Whether or not they executed the product well, Google was
- ▶ 3:32:22 Ben Gilbert The big web tech company at the time, and they put a ton of resources and a lot of their best people on it.
- ▶ 3:32:29 David Rosenthal And they had Gmail.
- ▶ 3:32:30 Ben Gilbert And they had Gmail.
- ▶ 3:32:31 Ben Gilbert So, it's interesting to look at this, because Google basically is Facebook's biggest business model comp.
- ▶ 3:32:40 Ben Gilbert They show ads on the web, and they monetize that really well.
- ▶ 3:32:45 Ben Gilbert This theoretically could have been in their wheelhouse.
- ▶ 3:32:50 Ben Gilbert And they've already got all these people with user accounts.
- ▶ 3:33:56 Ben Gilbert They could have this company-wide lockdown to fight Google Plus, and they did all sorts of things.
- ▶ 3:34:01 Ben Gilbert They launched video calls to compete with Hangouts.
- ▶ 4:10:10 Ben Gilbert No, just Apple and Google really have that information.
- ▶ 4:11:07 Ben Gilbert Yeah, I think they looked at it as we need some way to level the playing field if we're competing against Apple and Google in different ways, and they have this data because they own the platforms, we kind of need to be able to see those…
- ▶ 4:35:59 David Rosenthal And it was one of those earned secrets that Facebook had and Google had at this time, you know, 2013, 1415, of like, oh, we can very, very profitably apply this work to our current products.
- ▶ 4:38:20 David Rosenthal Or Google-level in the way that Google always was from the beginning.
- ▶ 4:59:27 Ben Gilbert They don't need to do advertising because they make a lot of advertising indirectly from Google, and they don't need to do a lot of other things so they can tout, hey, we're unbelievably secure with your data.
- ▶ 5:00:38 Ben Gilbert And they also use Google Maps, and you know, you can just kind of gather data across apps.
- ▶ 5:18:56 David Rosenthal Which, by the way, we haven't talked about it, but Google could do the same thing.
- ▶ 5:19:00 Ben Gilbert Google could totally do the same thing.
- ▶ 5:27:29 Ben Gilbert You know, you think AWS, Azure, Microsoft, and Google Cloud.
- ▶ 5:32:01 Ben Gilbert Ultimately, they are in the business of selling advertising, so I think their closest competitor is Google.
- ▶ 5:32:19 David Rosenthal I'm not sure that it's actually Google.
- ▶ 5:32:22 David Rosenthal I mean, it almost certainly is YouTube within Google, but I actually think it is other social platforms.
- ▶ 5:37:11 David Rosenthal And I suppose Google probably does similar type things in different ways, but nobody else really does.
- ▶ 5:42:14 Ben Gilbert One is llama, and this is the family of foundational models that Meta has developed, and these are competitive with OpenAI and Anthropix Claude and Google Gemini, etc.
- ▶ 5:57:34 unnamed speaker Myspace and Friendster, Google+, Twitter, Instagram, WhatsApp.
- ▶ 6:16:19 David Rosenthal My quick carve-out is a Google product, actually, Notebook LM.
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- ▶ 46:42 Ben Gilbert This is the acquisition of YouTube by Google.
- ▶ 48:04 David Rosenthal AI and social media feed recommenders were happening in that moment, and it was about to lead to everything that is happening today, and it was YouTube within Google and Meta then
- ▶ 48:49 Emily Chang Well, today you have analysts saying if you pulled YouTube out of Google, it would be worth half a trillion dollars, which is almost double where Netflix is.
- ▶ 49:25 David Rosenthal Um, Google does not report YouTube profitability.
- ▶ 49:45 David Rosenthal Google does not report today, but here is what is unique about YouTube versus every other platform is they pay out 55% of revenue on long form and 45% on shorts directly to creators.
- ▶ 50:19 Ben Gilbert I mean, whether it's the second largest search engine, second to Google, or the second largest social media property, uh, you know,
- ▶ 51:58 Ben Gilbert It's, what was the existential risk to Google of not owning YouTube?
- ▶ 52:02 Ben Gilbert If YouTube became a thing somewhere outside of Google, and that is worth paying a lot for.
- ▶ 1:41:29 Mark Zuckerberg But we've also had an interesting relationship with this because sequentially as a company we came after Google.
- ▶ 1:41:35 Mark Zuckerberg So Google was the first of the great companies that built this distributed computing infrastructure.
- ▶ 1:41:41 Mark Zuckerberg So they came first.
- ▶ 1:41:42 Mark Zuckerberg They were like, all right, let's keep this proprietary because it's a big advantage for us.
- ▶ 1:41:50 Mark Zuckerberg Not an advantage for us, because Google already has that, so, uh, we might as well just make it open, and by making it open, then you basically get this whole community of people building around it, so, you know, it wasn't gonna help us…
The Mark Zuckerberg Interview · Acquired
- ▶ 33:28 Mark Zuckerberg But we've also had an interesting relationship with this because sequentially as a company we came after Google.
- ▶ 33:34 Mark Zuckerberg So Google was the first of the great companies that built this distributed computing infrastructure.
- ▶ 33:49 Mark Zuckerberg Not an advantage for us, because Google already has that, so, uh, we might as well just make it open, and by making it open, then you basically get this whole community of people building around it, so, you know, it wasn't gonna help us…
Chase Center + Summer Update (Audio) · Acquired
- ▶ 19:06 Ben Gilbert But no, I don't think, unless my quick Google was wrong, that I think Meller is not SLR Luxottica.
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 49:10 Ben Gilbert Google is three years from being founded.
- ▶ 2:02:10 Ben Gilbert Think about what a Steve Jobs keynote was back in the day, or what a WWDC keynote is like today, or a Google I.O.
- ▶ 2:39:12 David Rosenthal Well, it's funny, the way you phrase that, I'm thinking like, oh, did Microsoft try and buy Google, and I don't know about it, but the number, of course, you're talking about Yahoo.
- ▶ 2:39:42 Ben Gilbert Microsoft had lost the DoubleClick acquisition to Google.
- ▶ 2:40:39 Ben Gilbert And you have Firefox coming on the scene starting around 2007 where it was really making a dent and Google was the default search from Firefox.
- ▶ 2:40:58 Ben Gilbert Chrome wasn't a thing yet.
- ▶ 2:41:24 Ben Gilbert And if you're Google and you can monetize it directly, that's great.
- ▶ 2:41:28 Ben Gilbert But let's say you're not Google.
- ▶ 2:41:47 Ben Gilbert The rumors are that Apple makes something on the order of twenty billion dollars a year today in 2024 from Google as being the front door to Google, sending all of the iPhone search traffic to Google.
- ▶ 2:42:00 David Rosenthal This is the traffic acquisition cost in Google's financial statements.
- ▶ 2:42:33 Ben Gilbert When Google first started in 1998, I think there was a lot of skepticism that the auction-based
- ▶ 2:43:34 Ben Gilbert Google is search as monetized by a ad-based auction is one of the world's true marvels.
- ▶ 2:43:45 David Rosenthal We may or may not do an episode on Xbox someday, Ben, that's for Ben and I to discuss, you know, privately for parents to discuss after the kids go to bed, but we're definitely going to do an episode on Google.
- ▶ 2:45:07 Ben Gilbert Google was started in 1998, and went public in 2004, and Microsoft got serious about a branded search engine in 2009.
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