Google, every mention
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every year anyone Jason Calacanis 1218David Friedberg 717Chamath Palihapitiya 574David Sacks 300Sundar Pichai 41Brad Gerstner 36Gavin Baker 26Thomas Laffont 18Bill Maris 17Nikesh Arora 15
Verbatim, from the transcripts: the passages where Google comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 8:47 Chamath Palihapitiya You guys remember when Google was going public?
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 17:19 Jason Calacanis Companies with hundreds of millions or billions of dollars in the cash have optionality, and if things do collapse or there's a big retreat, you'll survive through it, like DoubleClick, Amazon, Google, and countless other companies did.
- ▶ 44:48 Chamath Palihapitiya Google will look like Amazon and Nvidia, et cetera, et cetera, et cetera, et cetera.
- ▶ 1:00:52 Jason Calacanis Google, Microsoft, Anthropic declined to comment.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 9:56 Jason Calacanis Google and Amazon.
- ▶ 43:25 Chamath Palihapitiya That's why, thank God we have companies like Nvidia and Google and Microsoft and Meta and Amazon who take on that burden.
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
- ▶ 24:31 Eric Weinstein It is no, you can look it up on Google Ngrams, put quote, space peer review space, close quote.
Inside Trump's Science Agenda: Anti-Science Claims, Fauci's Damage, DEI & China w/ Michael Kratsios
- ▶ 44:44 Michael Kratsios If you think of someone like Demis, for example, at Google that, that, you know, has won a Nobel prize that is sort of.
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 19:01 David Sacks And Google, and if OpenAI and Anthropic are smart, and I think they are, they do not want to be next.
- ▶ 26:36 David Sacks So imagine that instead of, I know people don't like big tech, but imagine if Google and Microsoft
Mass Surveillance, Police Misuse, and Who Controls Your Flock Cameras with Flock CEO, Garret Langley
- ▶ 33:27 Garrett Langley They went online and Googled ALPR facial recognition.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 14:44 Jason Calacanis Yeah, where does that put them versus Microsoft's Office franchise, like, or Google's search franchise?
- ▶ 14:44 Jason Calacanis Yeah, where does that put them versus Microsoft's Office franchise, like, or Google's search franchise?
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 2:17 Jason Calacanis Google had, uh, two major shakeups to its AI staff on Wednesday. 14 times in the scene
- ▶ 2:23 Jason Calacanis Has moved to chair of DeepMind and chief scientist at Google.
- ▶ 7:43 Brad Gerstner They're sitting there dealing with this channel conflict at Google because, you know, uh, Google cloud wants all of the compute in order to rent it out to anthropic. 5 times in the scene
- ▶ 7:43 Brad Gerstner They're sitting there dealing with this channel conflict at Google because, you know, uh, Google cloud wants all of the compute in order to rent it out to anthropic.
- ▶ 12:35 Jason Calacanis Well, if you look at Google Cloud, they posted 82% year-over-year revenue growth, which is something we've never seen in the history of these cloud providers. 3 times in the scene
- ▶ 12:53 Jason Calacanis And if you look at Google, I still think Google will be the number one, uh, AI company because they have so many people using AI inside of their products already. 4 times in the scene
- ▶ 13:05 Jason Calacanis They have five products now with over three billion monthly users, each Android search, Gmail, Chrome, YouTube, 2 times in the scene
- ▶ 13:05 Jason Calacanis They have five products now with over three billion monthly users, each Android search, Gmail, Chrome, YouTube,
- ▶ 21:26 Jason Calacanis This is from Elon web services, uh, renting out compute specifically to anthropic and Google from the Colossus, uh, collection of servers.
- ▶ 31:13 Jason Calacanis Obviously, Google got smacked with their CapEx spend. 2 times in the scene
- ▶ 35:46 David Friedberg So Brad, like when you put Elon up against a Dario and a Sam and even an Alphabet, which has
- ▶ 58:15 David Sacks I remember at the peak hype for this company, people were saying like, oh, this is like a new Excel or a new Google Sheets.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 23:48 Jason Calacanis So an Amazon or a Google.
- ▶ 34:49 Jason Calacanis The other founders come on the pod anytime, Dario, chief scientist at Anthropic open AI, deep mind, meta thinking machines.
- ▶ 1:02:34 Jason Calacanis Google sent twenty-five million books, uh, if you remember, but they returned every single one. 2 times in the scene
- ▶ 1:05:13 David Sacks Google is at 400 and something billion of, of ARR growing 20%.
- ▶ 1:07:51 David Friedberg There was a precedent with Google Books. 3 times in the scene
- ▶ 1:07:53 David Friedberg It was originally codenamed Project Ocean at Google a long time ago. 5 times in the scene
- ▶ 1:12:11 Jason Calacanis You move at the page like a Google does.
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
- ▶ 17:54 Jason Calacanis So this is for, if I were to think of a parallel Google Glasses or the Vision Pro, this is for high-end folks who are the vanguard, who are the earliest of the early adopters, yeah?
- ▶ 34:14 Jason Calacanis Because it was an independent company, venture backed, then Sergey and Larry bought it, it was part of Google, then it got sold, I think, Masayoshi-san owned it at some point, but I believe Hyundai owns it now.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 15:57 David Friedberg You know, at Google in the early days, we would submit millions of search queries to Yahoo and Microsoft search engines to see what the results sets were. 3 times in the scene
- ▶ 21:42 David Friedberg The Mozilla Foundation was formed to create an open source web browser called Firefox, and then Google ended up hiring everyone and made it Chrome, but it was still open source.
- ▶ 27:17 Chamath Palihapitiya It's very hard to assign huge future premiums and where the real money is going, by the way, and we saw it in Google's earnings, which I'm sure we'll talk about. 2 times in the scene
- ▶ 37:10 Jason Calacanis They are going to start losing a lot of customers to open source, and Google, and AWS, and Elon Web Services are going to host them, and how do I know this?
- ▶ 55:54 Jason Calacanis You can't be on Google search.
- ▶ 1:02:58 Jason Calacanis There, a lot of content providers are saying to Google, take us out of the index, because Google has one bot, and that bot does the Google crawl, and that bot also does the AI crawl. 5 times in the scene
- ▶ 1:07:07 Jason Calacanis Google and Tesla shared their results today, had a lot of talk about 2 times in the scene
- ▶ 1:07:26 Jason Calacanis Google Cloud growing. 3 times in the scene
- ▶ 1:07:44 Jason Calacanis Google's capex forecast from 195 to two hundred five billion this year. 14 times in the scene
- ▶ 1:08:41 Jason Calacanis CapEx Chamath is being built out, obviously, for AI, and there is the case of OpenAI spending on CapEx in order to provide their service, but then there's also Google, which is making these CapEx investments to resell it as part of Google… 2 times in the scene
- ▶ 1:12:40 David Friedberg I mean, if you want to bet against Google's deployment of capital into infrastructure, because you'd rather have them give you cash for your shares today, you shouldn't own the stock. 8 times in the scene
- ▶ 1:13:04 David Friedberg There's also GCP. 3 times in the scene
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 2:14 Mark Cuban And you know, and what's happening now is the market leaders, Google, et cetera, Meta, they're borrowing hundreds of millions, billions of dollars.
- ▶ 18:15 Jason Calacanis Like, you'd just be like, I'm gonna put it in Notion, Google Sheets, whatever.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 1:35 Jason Calacanis Let's start with, uh, DeepMind's Demis Hassabis just dropped an AI regulation proposal, and it's, um, it's pretty popular with the boys.
- ▶ 3:28 Jason Calacanis We need to have a set of tests that Google, Microsoft, Amazon all agree to Elon. 2 times in the scene
- ▶ 1:12:47 David Friedberg A lot of it originated in this Russian media push that happened around this era, and you can actually see this on the Google Trend data that shows GMO and its kind of write-up, and then as Russia Today started to get cut by different media…
- ▶ 1:23:09 David Friedberg And, uh, there's a lot of advancement happening on that front, but this paper that came out just this week that everyone's kind of going crazy about was put out, uh, jointly by Calico, which is Google's kind of, you know, age reversal…
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 30:46 Anton Osika Those things are kind of taken care of.
- ▶ 37:29 Jason Calacanis You know, uh, foundational pieces of software that every startup, every enterprise uses, Salesforce, HubSpot, Slack, ah, the Google suite, Microsoft Office, will bespoke software 2 times in the scene
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
- ▶ 26:01 Mati Staniszewski Entropic, OpenAI, Open Source, Google Models, um, and that agnostic, being agnostic to a specific model is actually helpful because customers, can they make sure that they build a harness, build their agent orchestration, create a voice…
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 14:19 Jason Calacanis Is that going to wind up being the, the big mistake when we look at it, they kind of gave the Google position, the high growth position to Claude and Anthropic, and they took the Yahoo position, or do you think they'll catch up on the…
- ▶ 59:46 Jason Calacanis Google released Android at a certain point. 3 times in the scene
- ▶ 59:49 Jason Calacanis They were like, in order to use Android in the license, you have to include Google search.
- ▶ 59:52 Jason Calacanis You gotta use Google drive.
- ▶ 59:53 Jason Calacanis You gotta use Chrome.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 3:03 Jason Calacanis Every country, um, and every state, obviously, in America, feels they need to participate in this, and the people who are buying the capacity, the OpenAI's, Anthropics, SpaceX AI, the Googles, they are insatiable right now. 2 times in the scene
- ▶ 23:44 Jason Calacanis Kick Google in the ass.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 7:22 David Sacks You could say it's very Google-like. 4 times in the scene
- ▶ 7:49 David Sacks If you want to look at Google, they basically had a monopoly or dominant position in search.
- ▶ 23:43 Jason Calacanis You know, Robin Hood's, uh, or Google Finance, and then you looked at something like, say, Evernote back in the day, which was an advanced note taker.
- ▶ 56:52 Jason Calacanis And Google's open source models, obviously.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 5:05 Chamath Palihapitiya The first real major unlock of economic productivity was when the internet and specifically Google went and harvested and collected all the world's knowledge and all the world's information, and they made it available via search. 2 times in the scene
- ▶ 48:09 Travis Kalanick I do think it would be like asking Google every question you could ever imagine every search imaginable, getting all the results and then putting your own search 2 times in the scene
- ▶ 1:16:53 Chamath Palihapitiya Here's GCP.
- ▶ 1:17:24 Chamath Palihapitiya And one of the key constraints is we've moved to an architectural model from Google and NVIDIA that has said, look, we have to liquid cool these racks.
GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
- ▶ 8:04 Ryan Cohen I mean, I would, uh, stay in Google AdWords till four or five in the morning, managing campaigns myself.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 48:31 Chamath Palihapitiya If, can you imagine the cost and the complexity if you ask the NeoScaler to build the same robust KYC or the same VPC infrastructure that Amazon and Microsoft and Google have spent decades investing trillions of dollars in? 2 times in the scene
- ▶ 54:57 Jason Calacanis Google. 2 times in the scene
- ▶ 1:12:40 David Sacks Meta and Google are both being deluged with product liability lawsuits right now.
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 15:51 David Friedberg Everyone's like, you know what, this isn't as good as Google, and everyone went over to the better model and the better provider.
- ▶ 17:25 Chamath Palihapitiya And I thought that this was the moment where you just turn around and you flip it to the Blackstones, the Brookfields of the world, to the Googles of the world, let them develop it.
- ▶ 26:56 Chamath Palihapitiya Or like in Google, you search for something because you want to get to ground truth, and it just decides based on who it thinks you are, what sites get ranked.
- ▶ 53:00 Chamath Palihapitiya The crazy thing about the internet, the reason why the Facebooks and the Googles massively over-earned for decades is the marginal cost of production for a new user on the internet is effectively zero. 3 times in the scene
Dan Dreyfus: The Next AI Bottleneck is Copper
- ▶ 1:28 Dan Dreyfus You had Google with the search engine.
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
- ▶ 0:07 unnamed speaker The founding CEO of Google Ventures has raised a hundred fifty million dollars for his new fund called Section 32.
- ▶ 0:44 Bill Maris Prior to that, I was the founder and CEO of Google Ventures.
- ▶ 0:48 Bill Maris I was also Google's Vice President of Special Projects, where I incubated Waymo and Google X, Calico, uh, uh, and many other, uh, projects as well.
- ▶ 6:01 Bill Maris I find myself somehow at Google, ah, and a challenge was given to me. 6 times in the scene
- ▶ 6:17 Bill Maris Uh, so I first found a friend, Rich Miner, who's the co-founder of Android, uh, and he became my partner in crime as we conceptualized what, what could Google Ventures be? 2 times in the scene
- ▶ 8:14 Bill Maris We would estimate Google Ventures returns at about 4.1 X, and I adhered more closely to the strategy and the investments that I led, and the investments that I led turned out like this, which takes me to lesson three, which is
- ▶ 8:57 Bill Maris You're in the warm womb of Google.
- ▶ 12:05 David Friedberg Well, Bill's, um, when he started Google Ventures, I was the first ex-Google company you invested in.
- ▶ 12:05 David Friedberg Well, Bill's, um, when he started Google Ventures, I was the first ex-Google company you invested in. 3 times in the scene
- ▶ 14:45 Bill Maris However, if I'm Google, and I don't speak for Google, and I decide to arbitrarily cut the cost of, you know, tokens to 80%, I'm gonna cut them in. 2 times in the scene
- ▶ 15:01 Bill Maris Well, if you're a company, and you can go to Google and Gemini, and you can pay 80% less for that 3 times in the scene
- ▶ 18:01 Chamath Palihapitiya Your funds, when you were at GV, are gonna print an enormous upside.
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 0:14 Nikesh Arora I spent 10 years at Google and, you know, Google search was democratizing information.
- ▶ 0:14 Nikesh Arora I spent 10 years at Google and, you know, Google search was democratizing information.
- ▶ 20:26 Chamath Palihapitiya You were for a very long time, the chief business officer at Google. 4 times in the scene
- ▶ 30:23 Nikesh Arora They were pretty skeptical when they found a guy who didn't know cybersecurity, didn't know enterprise show up, who worked at Google and they're, you know, the track record of people leaving Google and being successful out of Google is… 3 times in the scene
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
- ▶ 6:08 Gavin Baker Yeah, and this seemed like kind of the future to a lot of very smart people, including Google,
- ▶ 33:49 Brad Gerstner Meta, Google, uh, SpaceX come along and say we want to buy you, because we want to accelerate our path into Ajax.
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- ▶ 0:26 Will Marshall Just like Google figured out how to index the internet.
- ▶ 10:45 Will Marshall So think of it like the Google, uh, satellite lay on Google maps.
- ▶ 10:45 Will Marshall So think of it like the Google, uh, satellite lay on Google maps.
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