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3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 2, 2025 by Steve Ballmer · said 1 times in 1 episodes since 2025 · across every show →

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brought up most by Ben Gilbert (1)

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Everything said about search, oldest first

Jun 2, 2025 neutral
Opinion
Ballmer: Microsoft only truly missed mobile devices and search
“So in the sense that we missed a major productivity area and we're in the productivity business and we were in the client Area, and we missed a client device. Those are the two. Nothing else we met, quote, missed.”
Steve Ballmer Jun 2, 2025 ▶ 1:37:01 The Steve Ballmer Interview · Acquired
Jun 2, 2025 neutral
Opinion
Ballmer: Android is not an independent business, just search lead gen
“Android is not a trick. Because you highlighted it. Android is a piece of the search trick.”
Steve Ballmer Jun 2, 2025 ▶ 1:38:45 The Steve Ballmer Interview · Acquired
Oct 6, 2025 bearish
Prediction Not checkable as stated
AI Will Capture the Highest-Value Search Query Use Cases
“AI might take away the majority of the use cases of search, and even if it doesn't, I bet it takes away a lot of the highest value ones.”
Ben Gilbert Oct 6, 2025 ▶ 3:45:02 Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
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