Google

“I think the challenge that India has is that India doesn't have the ecosystem that the Bay Area has, right? In the Bay Area, you had Adobe that passed to Google, who passed to Facebook, who passed to, you know, like, there's just this, like, legacy of learning…”

“We're seeing a lot of agentic payment now flow over these new protocols, like x-for-o-two, which is one that we incubated at Coinbase that we actually put into the Linux foundation. So Google and Cloudflare and AWS, a bunch of people are working with us on tha…”

“GrokBot uses Google, which is not allowed, which is prohibited by the term of service to Google things and then give you answers.”

“The LinkedIn scraping in the end, no business at scale ever gets built on that, and no business at scale ever gets built on breaking Google's terms of service.”

“We still have no 3.5 pro. They haven't come out and said that it's dead, but I think it's dead.”

“You know, I'll tell you the reason why I don't think that replication is so easy. In a deep transaction business versus a, you know, generic search business. Think about Google, for example. So Google historically has always been perceived as potential competi…”

“Like today also, we have 75% of the traffic coming directly on us, and that comes in with the trust built over a period of time on the brand.”

“And then also for enterprise space, you know, if you look at Google, Facebook, Intel, all of these were startup at some day in the Valley. So the risk taking capacity of the enterprises or the customers, early adopter customers is also high. So that's where it…”

“Jeff Dean just left Google.”

“You want to know, the truth is I know what I'm building is a top three priority at Google and Apple, like in the next 12 months. Not a top 10 priority, like a top three priority.”

“I mean, you know, look, it's a blue ocean market, right? You gotta understand. Like I never, when we go to most customers, they've not heard of anything. It's blue ocean because people, people are using ChatGPT as a Google enhancer. Like that's the market.”

“Anecdotally, I talked to a good friend who's an executive at Google and I said, Hey, have you laid anyone off? And he said, No, we didn't. What we instead do is now rip through our roadmap. So two years of roadmap happens in three months. And we're actually, o…”

“Exploring the kind of uncomfortable Parts of our social existence are things that startups are uniquely set up to do.”

“Gemini, despite all the kind of heavy cross-selling Google has done, nobody would say they're winning.”

“If you want to do large scale training like we do, You need the memory to be co-located with a large cluster of GPUs. I can't just rent from Google or Microsoft or even base 10 and run the size of training that I want because I need a gigantic memory card next…”

“If I want a Reuben, which is like these much faster GPUs, I'll get it faster if I buy it than if I wait for Google to buy it, and then there's other people in front of me in line. So I'm gonna skip the queue by like a lot, and then I'm gonna have like a year o…”

“But Meta is moving to it because it thinks it's better than Google for agents.”

“Canva was on this like IPO darling list for so long, and now Google launched Google Pix, P-I-C-S, and without saying they're basically going after Canva, they're going after Canva, and everything is like Gemini integration, Google workspace integration, you co…”

“Google maybe is the best at this, have a playbook where you address all of those things as close to upfront as you can, and you offer a lot in exchange to the community.”

“The fact that they're coming after like Facebook and Google makes no sense. Like it's so easy to switch between Google and some other search engine if you want. It's almost impossible to change the hospital that you visit because it is quite literally a region…”

“So whether it was Nvidia, Amazon, Microsoft, Google, All people who build ARM-based server chips, they were all on board, and I think the ultimate proof point was when we announced the product last March, we had Jensen, we had Ronnie Boker, we had Amin, we had…”

“But if you go on Google and you say, like, I'm out of money, need money, credit, credit, credit, like you're probably a bad credit risk. So kind of going back to the general store concept, People that aren't looking for credit, that might not have their wallet…”

“I mean, Casper got to scale, but lots of CAC, and that's why a lot of these business models, they tend to degrade over time, because all the economic value goes to Google and Facebook.”

“Google, to give you some sense of these, more than two times as much of the web as open AI More than four times as much as Anthropic, more than five times as much as Microsoft.”

“And what we have said at cloudflare is that by mid September, we're gonna treat Google the same way on. If you have an, you know, ads, if you're a business that's ad supported, subscription supported, then we're going to restrict Google from being able to acce…”

“I don't know if they'll pay up before the deadline, but I think it's inevitable that they'll pay up. Because again, I think that they need the content and they understand fundamentally that journalists and content creators and academics deserve to eat.”

“What I've found is that the projects that I have that kind of predate AI, like the projects I've been thinking about for three or four or five years it's just not that useful. Like, it's primarily kind of a substitute for Google or something. Like, I might use…”

“TPUs are the second most financeable. It probably takes, I don't know, double the equity check at least. And then the rates on the rest of it are higher.”

“And you know, we own 20% of NVIDIA. Think about that. I mean, you know, we own 10% of Google. And there's many others, you know. Apple. Are you kidding me? We were the first investor of Apple, in Apple. Cisco. We own a quarter of Cisco systems.”

“These clouds, I mean, I don't think Meta publishes it or Google publishes it, but my guess is that it's around ten million computers in like these clouds globally, if not tens of millions, and no one brain has any chance. Parents have absolutely no chance. And…”

“Google buy something from the bankrupt Spirit Airlines. They didn't buy airplanes. They bought the data. They bought the data for ten million dollars, because they think it's very important in that perspective, they're using it to train models.”

“The only people capable of financing a state-of-the-art frontier model in the United States of America has been the hyperscalers themselves. The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play becau…”

“I could totally see a business, you know, plus or minus, you know, 50% to the same size as the Google consumer business, maybe over the next decade.”

“If you think about SEO, right? It was like, can Google understand the page? And then we had AEO, which is can AI cite the answer? And now we're entering this web MCP era, which is basically, can the agent finish the job?”

“I remember Google sharing like a lot of their hiring insights where they did a ton of tests around this stuff like this. And I think what they found was that no hiring managers were like, had an edge over any other hiring managers with one exception. And the o…”

“I think there are a set of products that labs are just culturally not set up and big tech not set up to go after. You think about launching, you know, a companion product at Google that may disagree with you, that may have sexual innuendo in it. Like these are…”

“The only incumbents are only interested in what the other incumbents are doing. Microsoft is worried way more about what Amazon and Google are doing than anyone in a startup space.”

“Google is Google. They have all the data, they have all the intelligence and like their models are getting trounced. By open AI and by anthropic.”

“Nine, top tech companies had some three trillion dollars of off balance sheet commitments, mostly related to AI. Those obligations are growing faster than traditional capex, which totaled about six hundred billion over the past year past year they reported, an…”

“No, the markets today is another buying opportunity for Google.”

“I think OpenAI and Anthropic are clearly on the frontier. Who knows what's happening with Google and then Grok and Meta are chasing them. Meanwhile, the Chinese are very capable, very smart, and also definitely distilling these models to sort of stay about six…”

“Then, like, the speed with which the tech companies blew through the debt markets is kind of incredible. Like, it took, like, a year, and now Google's issuing equity.”

“The absolute profits available here, even if the margins are lower, is so much larger that will we look back and Google search was seized candies. And I, it feels like that's what's happening.”

“There's a bit where had they leaned into advertising immediately as soon as ChatGPT was a hit, I think they would have a killer ad product right now. I think that Google would be in much bigger trouble. I think Meta would be in much bigger trouble”

“Biggest impact of the models, the biggest monetization right now is probably not anthropic opening. It's the incremental gain that is happening for Google and meta.”

“Their ultimate competitors are the hyperscalers, particularly Google and Amazon. So Google and Amazon aren't just building their own chips, but they're also looking to sell those chips externally.”

“Google already made a deal to sell, like, 20% of their TPUs to Anthropic.”

“Google built its business by buying up dark fiber. They had the killer search engine, but they, so much of the power, what they do is because they bought up all this dark fiber. That was basically free after the.com era.”

“The longer we have enough power, the more time Amazon has to make Trinium better. The more time Google has to make TPUs competitive from an efficiency standpoint. And if we get in a world where, this is a world where those margins seem very hard to sustain.”

“It was the very first partner of Google in Europe when Google launched their enterprise B to B edition.”

“We do the same with Google. We help them build data centers. We are working with Airbus as well on, on the airplane certifications.”

“Google, they don't have a tool for document control. It's not their business. It's not their DNA. And for this, it makes sense to go look on the market for specialists.”

“You want those three things spun up because you can scale to your first 1,000,010 million ARR, Just off of those three things. And then obviously, you know, you're investing into the site, you're investing into founder-led content. There's like the other thing…”

“The biggest differences are first in that, like, Meta and Google are not optimized for, like, B to B SaaS usage-based products. Like, they go absolutely nuts with a, so you're telling me there's a predictive revenue of a one person could be a 50,000, you know,…”

“Google Ads, it was, it is still the main driver, just and it was surprising across literally everything, right? Non-branded search, Pmax, YouTube ads, everything prints there”

“For essentially a year and a half, I was the one person at Whisper doing all execution. So imagine a million a month on Google, hundreds of thousands of keywords, ads, experiments, landing pages. I owned every KPI from eyeball to download and then product tick…”

“I mean, Gemini just hit a billion users.”

“Apple and Google or Android have both locks Wi-Fi location. You cannot access it as a developer.”

“The challenges with these startup programs, Is they want companies that have, ultimately have a lot of money to spend, and it is giving away the razor to sell the blades type thing, or giving, you know, the first piece of candy is free, and they want you to st…”

“Google is clearly behind on the coding agents. They don't really have something. That is in, in a league with the latest large language models, but also with the applications, with the codecs and the cloud codes.”