Google, every mention
1,375 scenes, the whole family · ← back to Google
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
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- ▶ 15:19 Will Marshall Um, and then where we're going is indeed space is, is, uh, we did a study with, uh, our partners at Google about eight or nine years ago, uh, looking at what are the costs of data centers on the ground? 3 times in the scene
- ▶ 25:54 Will Marshall Google hasn't sold a share.
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
- ▶ 20:47 Jason Calacanis Freeberg never sold his Google.
- ▶ 22:03 Dan Loeb By the way, Google was a safe short.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 6:49 Thomas Laffont Now even bigger than Google Cloud and Azure.
- ▶ 15:38 Thomas Laffont We estimate, currently, that about a quarter of ads served by Meta and Google are AI-enabled.
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 2:36 Sarah Friar No one remembers who went first, Google or Yahoo, Lyft or Uber, and I say that not because whether I want to be first or second, but I just think it, you know, the, the press loves a bit of drama, but in the end, we're going to have to…
- ▶ 23:57 Sarah Friar Oracle, um, CoreWeave, um, Microsoft, GCP, AWS, and a bunch of small neo-scalers.
- ▶ 26:25 Chamath Palihapitiya Google is a cloud company first, but they also have a chip. 4 times in the scene
- ▶ 29:16 Jason Calacanis iPhone, Meta, Advertising Network, and Google's Advertising Network. 4 times in the scene
- ▶ 30:12 Sarah Friar Because what you have in Google search, and by the way, we know we have at least 11% of the search market. 2 times in the scene
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 19:32 Jason Calacanis The folks at Amazon, Google, and Meta lobbied the Vatican on April, 29th to soften the language in his missive.
- ▶ 28:33 Jason Calacanis You know, Elon was like, listen, humanity needs to be protected from the stuff at DeepMind, because at DeepMind, they had an example of the AI having tried to break out, to jailbreak out of its computer and not be turned off and, you know,… 4 times in the scene
- ▶ 29:09 Jason Calacanis Elon, Elon and Google had backed Demis and the team at DeepMind when they were an independent company. 4 times in the scene
- ▶ 40:56 David Sacks He was afraid that Google was going to monopolized AI.
- ▶ 43:20 Bill Gurley Google did with Kubernetes, uh, to, to try and commoditize where workflows live off of AWS and to make it easy to migrate.
- ▶ 1:06:51 Chamath Palihapitiya That's the Google strategy. 2 times in the scene
- ▶ 1:09:51 Jason Calacanis I know specifically that Sergey and Larry took that strategy of taking talent off the market, so there wasn't a Google competitor.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 2:27 Chamath Palihapitiya If you go back to, like, Google, 5 times in the scene
- ▶ 9:25 Jason Calacanis Chrome included 2 times in the scene
- ▶ 9:28 Jason Calacanis Gemini or Google included in their Chrome browser, the Gemini Nano model without telling anybody four gigabytes on your computer. 2 times in the scene
- ▶ 11:21 Chamath Palihapitiya So I don't think Google's in the business of doing 4 times in the scene
- ▶ 51:43 Jason Calacanis And Cursor was dead in the water in terms of access to compute, and they were falling very far behind Codex, Google, Anthropic, and then Elon let them on Colossus and boom, instantly their models are 6 times in the scene
- ▶ 1:16:33 Gavin Baker Within data centers that need being built, whether they're being built by CoreWeave, XAI, Amazon, Google, NVIDIA's AI business is growing faster than Broadcoms.
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 43:15 Marc Benioff So I have the ability to go into Salesforce and Google and everything.
- ▶ 52:54 Jason Calacanis Should they just go back to the loving arms of Google where they made a hundred billion dollars being partners with them on the search default, your alma mater? 4 times in the scene
- ▶ 53:03 David Friedberg I don't know what to tell, I mean, look, at the end of the day, I think Google has a real opportunity to integrate a Gemini Assistant into all of your personal information in Gemini and Calendar.
- ▶ 53:13 David Friedberg Your Google Drive, your Google Photos, where all of your personal information sits, it can become your, your point of calendaring, your point of asking it questions about your personal life.
- ▶ 53:13 David Friedberg Your Google Drive, your Google Photos, where all of your personal information sits, it can become your, your point of calendaring, your point of asking it questions about your personal life.
- ▶ 53:25 David Friedberg And in the enterprise context, I think that's also up for grabs with G Suite.
- ▶ 54:11 David Friedberg But, but they're going to be up against a formidable competitor, is my point, because I think Google Assistant is going to end up being kind of a real kick-ass product once they get this flywheel gone.
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
- ▶ 6:07 Spencer Pratt Not the San Yanez Reservoir that she was referencing, that she lied about and said was for drinking water, which obviously, if you Google LA Times will show you when it was made, it was for wildfire protection.
- ▶ 23:06 Spencer Pratt Google several, several.
- ▶ 48:24 Spencer Pratt Make it where they don't want to work, and a lot of the issues where people see these salaries that are so crazy, it's overtime, but if you don't get the hiring up to speed, then you have to pay this crazy, these salaries in overtime, and…
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 5:46 Jason Calacanis He's now in the hyperscaler, competing against Google Cloud, Amazon Web Services, and Azure, and I don't know if you had inside information or just a brilliant epiphany, but take us behind the call, and what do you think about the deal…
- ▶ 15:38 David Sacks Just to give people some basis for comparison here, you know, the biggest tech companies, Apple, Nvidia, Google, I think they kind of do around four to five hundred billion a year right now of, of revenue. 3 times in the scene
- ▶ 20:38 Jason Calacanis But if you look at the footprint of Amazon Web Services, Azure and GCP, you're looking at, you know, 300 billion dollars in revenue and a market cap of combined five trillion, four trillion, if these were independent companies.
- ▶ 26:25 Chamath Palihapitiya There is no world in which Google and Meta and Apple and Amazon could be viewed as being penalized in valuation.
- ▶ 30:28 Brad Gerstner Google's revenues are very substantial in AI. 2 times in the scene
- ▶ 1:00:25 Jason Calacanis GCP, Google Cloud, eighty billion. 4 times in the scene
- ▶ 1:00:27 Jason Calacanis There's a little bit of fun with numbers there because Azure and Microsoft include some of their software products in there, and Google Cloud includes things like Google Office or Google Suite in there.
- ▶ 1:02:19 Brad Gerstner Google at 24 times. 2 times in the scene
- ▶ 1:14:42 Brad Gerstner We saw Google Cloud grow 63% in the quarter.
- ▶ 1:19:14 Brad Gerstner I think our lucky stars that we have Elon, that we have Anthropic, that we have OpenAI, that we have Google, that we have Amazon, all innovating in this country.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 9:19 Chamath Palihapitiya You're also seeing them do differentiated deals now with economic participation on top of what they already had from folks like Google to give them more capacity. 2 times in the scene
- ▶ 13:58 David Friedberg So, you know, the consumer market looks like it's trending towards a chat GPT slash Google fight for first place and second place, and then probably anthropic in third place, and maybe Elon emerges and takes off enabled by his compute… 7 times in the scene
- ▶ 14:20 David Friedberg Actually, if you look at all the vertex use, Google claims that 75% of GCP customers are active users of vertex.
- ▶ 15:50 David Friedberg Now, this is probably going to be the case in AI applications as it is in traditional Google search.
- ▶ 17:08 Jason Calacanis When you hit Google for flight information, it's obviously going to route you to something lighter and faster that uses Google Flights and Google Flights has been incorporated into Gemini. 2 times in the scene
- ▶ 18:37 David Sacks Let me just build on your point about Google, J Cal. 4 times in the scene
- ▶ 19:02 David Sacks They helped focus the company, and like you said, they did a brilliant job improving Gemini and putting it at the top of search, incorporating it.
- ▶ 41:05 Jason Calacanis Google, Microsoft, Amazon, and Meta all reported. 4 times in the scene
- ▶ 42:06 Jason Calacanis Google Cloud, which includes the Google Suite, that grew 63% year on year.
- ▶ 42:06 Jason Calacanis Google Cloud, which includes the Google Suite, that grew 63% year on year.
- ▶ 47:31 David Sacks I mean, again, you got Microsoft Azure, Google Cloud, Amazon, AWS, Meta, they're all basically exceeding expectations, exceeding guidance in terms of where their cloud revenue would be, and therefore how much they're going to reinvest in…
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 33:17 Brad Gerstner I think it'd be very hard pressed to walk into, you know, some district court and make the case that these guys have somehow already formed a monopoly against Amazon, Google, Microsoft, OpenAI, etc.
- ▶ 59:02 Jason Calacanis Google versus Facebook. 2 times in the scene
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
- ▶ 12:22 Jason Calacanis They are the verb, like, you know, taking an Uber or Googling something.
- ▶ 40:52 David Sacks A year ago on this pod, we were saying that Google was going to be toast, or some of us were saying it. 3 times in the scene
- ▶ 40:59 David Sacks But, you know, it looked to us like ChatGPT was taking a massive share from Google search, and the AdWords model was becoming obsolete.
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
- ▶ 1:16:33 Jason Calacanis Docs and my G suite, my notion, my zoom and, uh, my notion, uh, and, uh, G calendar, everything.
- ▶ 1:16:33 Jason Calacanis Docs and my G suite, my notion, my zoom and, uh, my notion, uh, and, uh, G calendar, everything.
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
- ▶ 42:12 Chamath Palihapitiya Google has TPU.
- ▶ 51:35 Jason Calacanis Google bought a bunch of companies.
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 10:24 Travis Kalanick They are, they are the Google of this era, which is what I mean by that is in the 2000, if you were doing a startup in the 2000, the first question you would get. 4 times in the scene
- ▶ 13:20 David Friedberg And is that like a Google OS, or like, where does that OS come from?
- ▶ 55:38 Jason Calacanis They don't want to give it to Google, whoever it happens to be. 2 times in the scene
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 1:06:56 Brad Gerstner It's a takeaway with Uber, the takeaway with Google, the takeaway with Amazon.
Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom
- ▶ 30:58 Shervin Pishevar Uh, myself at Uber, uh, of course, um, Omid Khorasani at Google, Ali at Databricks, um, you know, uh, Pierre Omidyar at eBay.
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 52:28 Jason Calacanis We're, we're surging Google. 4 times in the scene
- ▶ 59:39 Jason Calacanis Peace nicks, and they don't want to be involved in selling weapons, which by the way, was Google's position for many years.
- ▶ 1:03:28 David Friedberg Anthropic at their current mark or Google, and it's either multiple from here or net market value creation from here, because those are actually two very different conversations. 2 times in the scene
- ▶ 1:03:39 David Friedberg I think the net market valuation, because Google's already worth three trillion. 4 times in the scene
- ▶ 1:04:33 David Friedberg I will also say that it's only going to take 90 days for Google to flip on a virtual version of co-work. 4 times in the scene
- ▶ 1:04:40 David Friedberg And once Google, like, has this integrated with G Suite and you have a virtual hosted version of co-work, I think Google sweeps the market with this same competitor.
- ▶ 1:06:42 Jason Calacanis Here is the announcement from Google.
- ▶ 1:06:44 Jason Calacanis Google Workspace is now integrated for agents, and 40 agent skills were included today.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 24:12 Jason Calacanis Root access to Gmail, Calendar, Zoom, Notion, Slack.
Epstein Deep Dive: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
- ▶ 5:38 Sagar Enjeti Well, there is a way back machine and we can go back and we can look at what the Google results were. 3 times in the scene
- ▶ 26:25 Sagar Enjeti Have you Googled the man act?
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 5:17 Jason Calacanis As an example, in the podcasting space acts, we now have it going through podcasts, looking for the best moments, or you can just give it a moment and it will clip the clip for you and put it in the Google drive.
- ▶ 7:08 Chamath Palihapitiya AWS and GCP have built such gargantuan businesses.
- ▶ 19:01 Chamath Palihapitiya So bear with everybody for a while, because I think Nvidia and Grok and Google and AMD, they're all incentivized to massively ramp up the energy density and massively push down the token cost.
Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- ▶ 40:54 Changpeng Zhao (CZ) And also Google.
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 23:50 Jason Calacanis And Google's got Gemini everywhere in the top right-hand corner.
- ▶ 23:50 Jason Calacanis And Google's got Gemini everywhere in the top right-hand corner.
- ▶ 1:06:53 David Friedberg But how is the business community that's building data centers and is investing, Google's investing a hundred eighty five billion this year in data centers.
- ▶ 1:16:56 David Friedberg And you should say, okay, that money is in Google, it's in Amazon, it's in Ford, it's in this healthcare system, it's in all these things that I now own a piece of, and you see it going up like a four one owner does every year.
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 52:38 David Sacks So in any event, it's MaltBot now, but I think it's a tremendous opportunity for Google because the question is who has your data? 4 times in the scene
- ▶ 53:04 David Sacks Using G Suite and so on.
- ▶ 58:30 Chamath Palihapitiya OpenAI has some, Anthropic has some, Google has some, and they all give you back an answer.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 13:54 Jeremy Allaire Craigslist to classifieds, Google ad network, Google ad network, New York Times, Amazon marketplace, you know, um, and, and, and many, many more like that.
- ▶ 43:33 Jeremy Allaire And, um, I, I have a gleam in my eye, which is imagine a credit market that worked like AdWords.
- ▶ 52:03 Jason Calacanis If everybody had equities in a superannuation fund like they have in Australia, and they're watching them go up, then you're not like, well, screw those guys at Amazon and Apple and Google.
- ▶ 1:55:53 Jason Calacanis Because obviously Elon, Sam Altman, I'm sure AWS, I'm sure, well, I think Google does their own, yeah? 5 times in the scene
- ▶ 2:00:05 Chase Lochmiller So when you have a, you know, a company like Google or, you know, a company like Microsoft or a company.
- ▶ 2:04:15 Jason Calacanis Thousands of customers, tens of thousands eventually, and that's where you're going up against Azure, AWS, and Google Cloud, yeah?
- ▶ 2:12:17 Chase Lochmiller You saw Google, uh, recently make the acquisition of Intersect Power.
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 47:11 Jason Calacanis And as we know, having watched Google, Larry and Sergey, Marisa, the team over there came to a conclusion. 2 times in the scene
- ▶ 1:14:53 Jason Calacanis Microsoft, Uber, Coinbase, Meta, Google.