Chrome

“It's basically Google's immense size and capabilities become a hindrance in, in the building out of this, right? Because like, imagine that they feel like they have to answer for open AI super app comes, chat GPT super app coming out. And it has, you know, fro…”

“Chrome included Gemini or Google included in their Chrome browser, the Gemini Nano model without telling anybody four gigabytes on your computer.”

“And I think giving cloud eyes into like what you're actually working on makes it so much more effective. And that's probably what you've seen in code, because it can see Chrome, it can like debug the DOM, it can like see things that does make it more powerful.”

“By the way, I built over a hundred custom Chrome extensions myself, with AI. Myself, just myself, in the middle of the night.”

“We also do the same thing on growth potential because we are similarly a consumption-based business, but for us a couple other things on the x-axis, we layer in promote, which is one of the things that is observable is traffic, site traffic on the internet. So…”

“So with the Chrome extension that anti-gravity connects to, it can access that data for you programmatically. So it's accessing the DOM. It's seeing sort of the data behind the scenes. So you know, I suspect it will greatly minimize the back and forth in this …”

“ChatGPT seems to be the dominant player in the new, new gen horizontal information discovery. Although I think Gemini with this channel advantage through control of Android and Chrome, you know, is a serious player as well.”

“I think the AI companies that have launched these AI browsers may come to regret it, because there's something called Chrome that has whatever it is, five billion users, and if you're Google you know, you can just go look at what happened with Google Buzz.”

“The judge first ruled that Google was a monopoly in internet search, and then did not come up with any material remedies. I mean, there are some, But I would call them immaterial. They did not need to spin off Chrome, and they did not need to stop sending tens…”

“During my time at Google, I've been the delight PM. So there is even an entire product team who actually work on making sure that the product is delightful. I mean, we do have such a thing for Chrome. We have that for Google Meet. I mean, that's a real thing.”

“They kept Chrome and Google, they saved TikTok. There's, like, six things that because there's, like, this wave of anticipation and hope and excitement around this stuff, These other conversations just get people just move on.”

“And the judge who brought the ruling on Tuesday, Amit Mehta, basically ruled across the board, none of that needs to happen. It can keep Chrome, it can keep Android, it can continue to pay for distribution within Apple devices, and the partnerships can continu…”

“The judge denied the DOJ's request for forced divestiture. Of Chrome and Android.”

“The judge even chastised the DOJ for requesting Chrome to be spun off, saying that was such an extreme move and that the other remedies they were asking for would have like crippled the industry. And the highlight of it all is that they said Gen AI changed the…”

“I don't think it is an exaggeration to say that Chrome kept the web alive. As a viable platform for applications.”

“If the DOJ's ruling is that Google has to divest Chrome, there is one way that Chrome is a business, and that is getting paid by Google to drive traffic to Google as a search engine. It's the only way to operate a business of a browser.”

“Daniel says Chrome's worth at least 90 to a 120 billy. I agree. I think 20 is too low.”

“I would put the odds of this deal happening closer to zero percent than one percent.”

“A little birdie just told me that they spoke to a number of bankers that have not heard of the perplexity deal, which I imagine as it firms up, if it firms up, they'll certainly hear about it.”

“Meme capitalism, the power of the meme is just like so alive and well perplexity. Unsolicited offer for Chrome being the example du jour.”

“Google's not gonna sell Chrome ever.”

“And browser and search are not two distinctive products. They're actually, like, the browser is a natural graduation step from search. Just like how Google graduated from Google search to Chrome. And Chrome is the main reason they got billions of daily queries…”

“That integration is not good. It's like very slow. It's also in the upper right-hand corner, but it's not, it doesn't feel native. It just feels like sort of a popover type situation.”

“We are so accustomed to typing things into Chrome, ah, and into the search bar in our Android, and that pulls up Google searches, that as long as they're able to keep those defaults, they're going to be fine, but they may not.”

“I think Google is actually the closest to ByteDance of America. If you think about it, they have so many different apps in one umbrella, but they don't share lessons. Like the YouTube team is so different from the Gmail team, sort of from the Chrome team, and …”

“Like I found it really interesting that open AI was first to raise their hand this morning about You know, hey, we'll buy Chrome.”

“OpenAI buying Chrome would be the literal worst thing that could happen to the internet today.”

“There is a very long running doc that has had to be chopped and purged because it was breaking Google Docs and Chrome at various points in time. It's sort of like a note taking doc. It's really where we coordinate what we're doing.”

“And I think that, like, plays to Google's advantage in the AI race that they have Chrome. Like, OpenAI doesn't have a browser that they can install this into, and Apple's certainly not, like, ahead in this race with Safari.”

“Isn't the most amazing part about this and like why Google might actually win this race because they have Chrome, they have the browser and what this is, it's called project Mariner. It's a Chrome extension. So anytime you're browsing the web, you hit your Chr…”

“I think it's much cleaner spinoff Chrome. Spin off YouTube, spin off Android, one of those options, something like that would just make a lot more sense to me.”

“Breaking up Android and Chrome doesn't change Google's control of text ads.”

“If you lost that foundation, if you lost that commitment to quality, you lost that value system that supported local manufacturers, your core customers would leave you, and when they left you, eventually you'd lose everybody.”

“If you exist on a foundation of a commitment to a type of a supply chain like American made or a really high quality that gives you a leg up, you could stand out and do something unique and something that, that customers would really value.”

“They own YouTube. They own Android. They own the browser. They own distribution. So, no matter who builds the LLM, like I said, LLMs are going to be commoditized. They are going to win the game.”

“At the end of the day, Android and Chrome, you know, and Google benefit the more overall screen time there is. Versus not.”

“And there is no incentive for Google to save your time in searches, by the way, because the whole point for them is that you spend as much time opening, like, 10 tabs on Chrome the browser they control, and give, give the analytics to all of these independen…”

“Google's tracking everyone through Chrome and Android, and they can actually see what happened after they left Google. And ultimately Google wants you to end your session or find the answer, find what you wanted on that page. So the more you click on, on our U…”

“That was the first browser extension ecosystem way ahead of Chrome's.”

“Firefox did really, really well and gained a huge market share, and then when Chrome launched, it's been slowly etched away every year by Chrome now, and it's down around something like three percent.”

“In some Indian states, it had more share than Chrome. And one of the things we noticed that UCWeb did was it blocked ads.”

“In 2018 September, Google said, gosh darn it, people aren't signing into the browser enough. We're going to just do it whenever you sign in to Gmail or YouTube in a tab. We'll just sign you in across all the tabs and we'll track you.”

“When I was thinking about Brave, I realized not only had Mozilla become captured by its search partner and was probably going to die because it couldn't compete, not just on Chrome intrinsic qualities, but on distribution, which really matters at scale.”

“I think I bought it for 25,000 for 40,000 installs active installs on Chrome. But with that one, we could not monetize it at all. We tried like paid features. We tried ads to it. We tried to grow it. And we were not as successful. So I pretty much lost almost …”

“It's terrifying for us to do that today when Chrome keeps popping up warnings such as, hey, do you want to change your default back?”

“Chrome on iOS has to use Apple's rendering engine. It can't use their own rendering engine.”

“Well, your main computer is going to be running a sandboxed operating system without Live file system access, probably without running very much native code, and it will be running Chrome, or it will be running iOS, or it will be running something similar, and…”

“That's what I think Google should be doing with Chrome. They should be making HDMI sticks.”

“Basically what he found was Chrome and Firefox users were on average getting in call center jobs to customer satisfaction rates in 90 days that took Internet Explorer and Safari users a 120 days to reach. And the Chrome and Firefox users also stuck around 15% …”

“It's entirely possible that in five years' time, Google's mobile story is a Chrome phone that only runs web apps.”

“It is entirely possible, for example, that we could be sitting here using Chrome-based phones In which Android is a sort of legacy runtime.”

“I mean, if I was to say, That I installed a app on my Android smartphone in five years' time. I don't know what any of those words would mean. I don't know what installed would mean, because is that a web app? Is it something happening within a messaging syste…”

“So what Google essentially did last year was they changed the mandate where they basically made beacon technology compliant with the Chrome browser. So what that means is that if you actually have Chrome browser, which by default all Android devices have a sli…”