Google, every mention
121 scenes (said by David Sacks), the whole family · ← back to Google
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Verbatim, from the transcripts: the passages where Google comes up
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
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 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
- ▶ 1:05:13 David Sacks Google is at 400 and something billion of, of ARR growing 20%.
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.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 1:12:40 David Sacks Meta and Google are both being deluged with product liability lawsuits right now.
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 40:56 David Sacks He was afraid that Google was going to monopolized AI.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 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
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 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.
- ▶ 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 Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
- ▶ 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.
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.
All-In's 2026 Predictions
- ▶ 7:17 David Sacks Have voting power of about 52% of Google. 2 times in the scene
Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
- ▶ 2:01 David Sacks It's like Google.
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- ▶ 1:01:04 David Sacks And we were seeing that when Google rolled out the first product, you had the whole black George Washington thing and black Nazis and all that kind of stuff.
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 7:47 David Sacks But then Google came out with their new Gemini three, and they were starting to take share based on the strength of Gemini three and the integration it has obviously within Google search, because it's very easy for people to discover it… 2 times in the scene
- ▶ 7:47 David Sacks But then Google came out with their new Gemini three, and they were starting to take share based on the strength of Gemini three and the integration it has obviously within Google search, because it's very easy for people to discover it… 2 times in the scene
- ▶ 21:30 David Sacks We were all like giving eulogies for Google. 13 times in the scene
- ▶ 24:32 David Sacks I mean, in addition to Sergey, there was putting Demis Hassabis in charge of all of AI, because before I think he was just in charge of Google DeepMind.
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 1:06:29 David Sacks And we saw that when you remember, this is like a couple of years ago when Google launched Gemini and that, that problem with, you know, black George Washington, that was because you had DEI advocates in these meetings and that somehow…
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 1:03:13 David Sacks So yeah, using Broadcom IP, you've got the Google TPUs and
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- ▶ 7:56 David Sacks Because what I've noticed is that you've got XAI and OpenAI and, you know, Google's already doing it with TPUs.
Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
- ▶ 1:03:32 David Sacks You know, we saw him at the, at the dinner at the White House yesterday, and he said he's very involved in Google DeepMind again.
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 19:44 David Sacks Google, I think, has gotten really good at video, for example.
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 54:48 David Sacks Yes, Ruth Porat from Google was there, 3 times in the scene
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- ▶ 14:01 David Sacks You remember when Google launched black George Washington and so forth, they had the Biden diffusion rule, which created this global licensing framework to sell GPUs all over the world.
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
- ▶ 1:14:37 David Sacks I mean, you already had to trust, you know, Google and iPhone and so on because they do have a huge level of access to your data, but the new, let's call them AI connected devices.
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 58:30 David Sacks Make Gemini the default interface in Google search, but that is true innovator's dilemma, because if you do that, you could be giving up more than half the search revenue. 2 times in the scene
AI Czar David Sacks Explains the DeepSeek Freak Out
- ▶ 3:17 David Sacks Google has a similar model they're working on called Gemini, two point O flash thinking.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 20:39 David Sacks Google has a similar model they're working on called Gemini, two point O flash thinking.
- ▶ 47:44 David Sacks Anthropic and Google, I think, have things in the work, and even Meta that may be ahead of where R-one is.
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
- ▶ 47:18 David Sacks Despite the fact that you literally could not find it if you search for it in Google or YouTube.
- ▶ 54:00 David Sacks You're gonna defend Google, I know. 17 times in the scene
- ▶ 1:07:47 David Sacks That's a pretty simple explanation for why the Google search results are
Tekedra Mawakana | All-In Summit 2024
- ▶ 0:00 David Sacks Hop in a driverless taxi with the Google-owned self-driving company Waymo opening up its robo taxis to all users in that city.
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
- ▶ 1:01:01 David Sacks I mean, Google clearly is a monopoly. 16 times in the scene
- ▶ 1:01:25 David Sacks And then I don't know if G Suite should be a separate company or should get lumped in with search.
- ▶ 1:20:06 David Sacks The fact of the matter is the vast, vast majority, well over 90% of the employees at Google are liberal Democrats, and the Google search does rely on manual actions, and the people performing those actions are, again, overwhelmingly from…
The Besties Take Napa | All-In Special
- ▶ 19:36 David Sacks The best career advice I've actually heard for Silicon Valley was the advice that Eric Schmidt gave Sheryl Sandberg when she joined Google, which is when you get
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
- ▶ 1:10:12 David Sacks The fact of the matter is that the top handful of tech companies, the Microsofts, the Googles, Amazon, these are big tech monopolies.
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 35:04 David Sacks Until now, it's been Google, right? 2 times in the scene
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
- ▶ 46:34 David Sacks Amazon, Google, and so on.
- ▶ 56:08 David Sacks Or Google, these other companies that now have been creating, you know, models for years. 2 times in the scene
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- ▶ 1:31:34 David Sacks If you go back to the very beginning of Google, the OG Google search bar had two buttons on it, right? 3 times in the scene
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
- ▶ 32:56 David Sacks Why didn't the protesters just focus on the war itself rather than Google doing business with Israel? 5 times in the scene
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
- ▶ 38:11 David Sacks I don't really see the connection to the Google ads business. 6 times in the scene
- ▶ 38:38 David Sacks I understand that they can come from Google AdWords, but most of them come from, from ad spend. 2 times in the scene
- ▶ 39:46 David Sacks If you think, if you think about the business that this is most like, it would be G suite and because it's an enterprise play and that's the most neglected part of Google's business.
- ▶ 43:59 David Sacks Now you look up Google AdWords, it has 1.2 million businesses. 3 times in the scene
- ▶ 47:52 David Sacks Let's say you're one of Google's. 4 times in the scene
- ▶ 47:55 David Sacks 1.2 million businesses are using AdWords. 2 times in the scene
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
- ▶ 19:44 David Sacks And so you think about like all the dominoes that would have fallen if Microsoft had continued, maybe if like Bill Gates had continued being CEO and there would have been no Google. 6 times in the scene
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- ▶ 3:41 David Sacks In that case, Elon was primarily concerned about Google. 2 times in the scene
- ▶ 4:41 David Sacks Apparently, Elon told them they need to raise far more money in order to have a chance of taking on Google slash DeepMind.
- ▶ 30:33 David Sacks Now, at that time, he thought it was Google.
E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- ▶ 25:55 David Sacks I mean, these enterprises are using Azure, they're using Google cloud and so forth.
- ▶ 51:45 David Sacks So they, I think Google has now like yanked back the product release. 10 times in the scene
- ▶ 55:06 David Sacks And so therefore, the people running Google AI are smuggling in their preferences and their biases, and those biases are extremely liberal. 2 times in the scene
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 1:00:04 David Sacks I mean, you have the story of the Google chef who made a hundred million dollars or the secretary at Microsoft who got to retire.
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
- ▶ 33:35 David Sacks This is net new ARR added for AWS, Azure, and Google cloud.
- ▶ 1:00:15 David Sacks So step one, get hundreds of millions of consumers using it and getting them to view open AI or chat GPT as the Google in this area, right? 5 times in the scene
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
- ▶ 1:31:33 David Sacks That may be a good thing, but several members had to Google him to find out who he was.
E149: Hamas terror attacks in Israel: fallout, reaction, next steps
- ▶ 49:39 David Sacks Google-like margins.
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
- ▶ 1:08:14 David Sacks So my point is that if open AI turns into one of these companies, like a Google ends up in the trillion dollar club, then nobody's going to own anything because they will have already long ago.
- ▶ 1:24:29 David Sacks It already connects with, uh, Google.
- ▶ 1:24:36 David Sacks They integrate with Google Calendar.
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 1:02:31 David Sacks Basically saying that based on the buzz on social media and the sentiment that he predicted Google trends, he predicted that
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
- ▶ 36:15 David Sacks He's like, if you Google Nathalie Dompe, you'll find this picture of her holding a tiger, a lion by the tail, which is a lot more exciting than holding a Sri Lankan by the schlong.
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 39:39 David Sacks But that being said, I'm almost starting to feel bad for her because although some of her legal theories may be flawed, I do think that these big tech companies like Google and Microsoft do need a check on their power. 3 times in the scene
- ▶ 49:06 David Sacks Let's kill Google. 6 times in the scene
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 53:43 David Sacks I don't know, I just googled that 2 times in the scene
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 58:01 David Sacks well remember last week we said that they had to build browsing into the actual product like bard 4 times in the scene
- ▶ 1:00:05 David Sacks These big tech monopolies, basically that you have the mobile operating system duopoly with Apple and Google, you've got Amazon, you've got Microsoft, and there is a huge risk of those companies.
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
- ▶ 22:17 David Sacks Look, I, I can see why Sam and other industry leaders might want that because they're gonna quickly develop relationships that the biggest AI companies, which now includes open AI, which has the backing of Microsoft and Google and the…
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
- ▶ 16:27 David Sacks I think it took the iPhone, you know, two years plus Gmail, Google, those products all took, I think well over a year. 6 times in the scene
- ▶ 34:38 David Sacks I want to finish the point on Google 4 times in the scene
- ▶ 35:53 David Sacks And so if you're saying that Bard is 80% of chat GPT four, well, I got news for you.
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 33:50 David Sacks Of the next Google or whatever, that effect is going to swamp the effect of price levels in that year because of the power law. 2 times in the scene
- ▶ 1:00:11 David Sacks So even the justice who I think was most likely to rein in two thirties seem to be more comfortable with what the defendant, which was Google was saying. 2 times in the scene
E116: Toxic out-of-control trains, regulators, and AI
- ▶ 32:55 David Sacks Like I actually think that YouTube and Google probably spent a lot of time trying to remove
- ▶ 1:05:00 David Sacks 20 links. 3 times in the scene
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
- ▶ 1:22:50 David Sacks Google or open AI will just be like, okay, fine. 3 times in the scene
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 0:22 David Sacks I think the ratings of the last episode must be a result of Google, uh, downranking us as a result of our honesty 2 times in the scene
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
- ▶ 2:52 David Sacks Google breakup. 10 times in the scene
- ▶ 6:58 David Sacks I think, you know, Tremath raises a really great point that if you define the market as digital advertising that, you know, Google's market share is only about a quarter. 12 times in the scene
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
- ▶ 32:09 David Sacks You've got Google, I'm sure will develop it through their DeepMind asset. 4 times in the scene
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- ▶ 1:19:48 David Sacks I saw a thread on this where somebody was asking GPT, you know, a bunch of questions, like they were like generally like coding questions, and they were actually comparing the result in Google versus GPT, and Google would just give you a… 2 times in the scene
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 55:57 David Sacks And somewhere in there, they spent a billion or whatever on maps, and it ended up being a phenomenal asset when the whole world moved to mobile.
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
- ▶ 45:02 David Sacks And, you know, like if you were employee, whatever number X at Google, you're going to do better than most founders, even of a unicorn company.
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 1:06:10 David Sacks I mean, Google and YouTube can advocate for whatever positions they want.
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
- ▶ 41:05 David Sacks And I remember Google had Google videos, but they just couldn't come close to catching YouTube because the flywheel of
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- ▶ 12:48 David Sacks So the first thing I did is I tried to Google what's the total square footage in San Francisco, and I think it's about seventy-five million of office space.
E76: Elon vs. Twitter
- ▶ 49:57 David Sacks It might even be Google. 2 times in the scene
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- ▶ 1:02:23 David Sacks If you look just to make a comparison, if you look at the strategic brilliance of Google, what was it? 8 times in the scene
- ▶ 1:02:53 David Sacks So they gave away Chrome.
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move
- ▶ 16:35 David Sacks What they are basically saying is that these big companies and the, for example, they've called on Google to conduct one of these audits. 2 times in the scene
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