Google, every mention
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every year anyone Benedict Evans 774Toni Cowan-Brown 33Bernadette Kevins 8Lillian Li 3Jeremy White 1Jay Goldberg 1Benedict Catton 1
Verbatim, from the transcripts: the passages where Google comes up
AI deployment
- ▶ 24:44 Benedict Evans You unbundle Excel, you unbundle email, you unbundle Google and SAP and the Salesforce and Workday, and then you turn, and very often, and you turn them into a new bundle, and you identify tasks or projects or problems that people didn't…
Most people and companies aren't tool-builders
- ▶ 4:22 Benedict Evans A shared, a shared, um, a shared Google sheet with time codes in one column, and then comments in rows.
Token pricing
- ▶ 8:48 Benedict Evans Everyone pays their money, but all the stuff you do with it is done by other people, and all the actual money is made by Meta, and Google, and Amazon, and, um, Tinder, and Uber, and everybody else.
- ▶ 16:18 Benedict Evans Like, this is what happened for Google.
- ▶ 16:21 Benedict Evans Google search has network effects, so Microsoft can spend, doesn't matter how much money Microsoft spends, so Google search is still better. 2 times in the scene
The spring updates on AI
- ▶ 5:55 Benedict Evans It's why Google create created Android. 2 times in the scene
- ▶ 18:08 Benedict Evans So, um, the sort of thing I've spent a lot of time thinking about from time to time, like comes and goes over the last decade or two is to think about recommendation systems that, you know, Amazon and Google and Meta don't really know what…
- ▶ 25:32 Benedict Evans If you try to predict mobile in 2000, you would have not have called that Apple and Google. 3 times in the scene
- ▶ 39:03 Benedict Evans Yes, and we'll link it, and people can Google me, and they can find it, and read all of your slides.
What jobs are AI jobs?
- ▶ 19:52 Toni Cowan-Brown Have you asked up to Google yet?
- ▶ 25:11 Benedict Evans and I'm worried about social and Google and so on.
The end of the network effect
- ▶ 1:27 Benedict Evans Consumer computing has been based on network effects, that we had Windows and Intel, and then we had, with the web, we had Google, and then Facebook, and Amazon, and then the things that Facebook bought, and we had the iOS and Android,… 3 times in the scene
- ▶ 1:27 Benedict Evans Consumer computing has been based on network effects, that we had Windows and Intel, and then we had, with the web, we had Google, and then Facebook, and Amazon, and then the things that Facebook bought, and we had the iOS and Android,… 2 times in the scene
- ▶ 5:23 Benedict Evans And then the thousands of stuff that are built on top of it and run on top of it, the way you've got thousands of stuff built on top of and running on AWS or Azure or Google Cloud. 2 times in the scene
- ▶ 5:35 Benedict Evans And Apple's in control, and the thousands of Android apps, and Google's in control, and they set the agenda, and everyone has to use iOS. 5 times in the scene
- ▶ 9:19 Benedict Evans Google was doing this thing with search that no one else could do because no one else had Google. 4 times in the scene
- ▶ 21:25 Benedict Evans You know, you go and look at consumer awareness or even something simple like, like Google Trends and no one's heard of it outside of tech.
- ▶ 23:34 Benedict Evans Google and Meta and everybody else has. 3 times in the scene
AI and SaaS
- ▶ 1:47 Benedict Evans But Meta and Google and Amazon have more or less doubled their cap, will say they're more or less doubled their capex this year.
- ▶ 7:32 Benedict Evans And then you've got the middle case of Excel and Google sheets and email, where like we don't, haven't got a dedicated tool to do that thing.
- ▶ 21:00 Benedict Evans You're FedExing hard disks around the country, or maybe you've got a Google drive if the files aren't too big and you've got enough bandwidth, and then there's a Google sheet with time codes and comments and a whole bunch of email, and…
- ▶ 21:00 Benedict Evans You're FedExing hard disks around the country, or maybe you've got a Google drive if the files aren't too big and you've got enough bandwidth, and then there's a Google sheet with time codes and comments and a whole bunch of email, and…
- ▶ 21:19 Benedict Evans And frame.io says, no, we're going to make Google locks a video. 2 times in the scene
How does OpenAI compete?
- ▶ 2:15 Benedict Evans And obviously this was true for Google, that Google put all this money into fiber connections and faster chip data centers so that the search happened instantly instead of taking 10 seconds.
- ▶ 5:41 Benedict Evans Um, and, or you can say, well, we're going to be the best infralayer for that, which takes you back to, okay, why, how are you going to be the best infralayer than this, as opposed to AWS or GCP or indeed Microsoft, or perhaps Oracle, if… 2 times in the scene
- ▶ 8:43 Benedict Evans And Claude doesn't give up and goes off to do coding and Google, but, but Google isn't going to give up on that.
- ▶ 16:02 Benedict Evans If you think that the answer is features, then Google and Meta and Apple and Amazon are doing great.
The AI presentation
- ▶ 2:28 Benedict Evans They've had one from Microsoft and Google, they've had the one from their ad agency, they've had the one from Bain or BCG or McKinsey, they maybe had one from OpenAI, they've had stuff from Accenture, and they probably deployed a bunch of… 2 times in the scene
- ▶ 7:58 Benedict Evans Um, and then there was AOL, and Pointcast, and Flash, and plugins, and portals, and Netscape, and everything, no one kind of knew what questions to ask, and how any of this was going to work, and, and, and, and Google was five years away,…
- ▶ 22:45 Benedict Evans It might be one doing this on Google cloud and that on, on Amazon.
- ▶ 25:55 Benedict Evans Let's talk about how much money these companies are spending on infrastructure, and let's contrast the fact that Microsoft, Google, Amazon, and Meta are funding it out of cash flow, Meta less so than the others, whereas OpenAI 3 times in the scene
- ▶ 31:34 Toni Cowan-Brown Versus, yeah, I, this is a little bit better than a Google search, but not that much better, and yes, I saved time, versus all the research and reading I might have done, but also I still want to do that research and do that reading.
A double episode: AI differentiation, and Apple does F1
- ▶ 2:29 Benedict Evans They're all black and white line drawings, except for Google and Microsoft, which are, and Meta are colorful switches. 8 times in the scene
- ▶ 2:42 Benedict Evans App Store ranking, or Google Trends, or usage data of any kind that you can get, and you see that basically it's ChatGPT, and then none of the others are more than five percent of that.
- ▶ 3:17 Benedict Evans Like, well, no, you're using Gemini. 2 times in the scene
- ▶ 6:12 Toni Cowan-Brown Older than Google and the web browsers, which is always a fun.
- ▶ 10:09 Benedict Evans Well, we're doing bookmarks, bookmarks in Chrome better than bookmarks in Safari. 3 times in the scene
- ▶ 14:31 Benedict Evans But right now it's like, it's as though we had five people all building Google
- ▶ 21:51 Benedict Evans I mean, the, the, the flaw in my web browser analogy is that, you know, Chrome or, or, or Safari or Internet Explorer weren't showing stuff from Google or from, um, 3 times in the scene
- ▶ 21:51 Benedict Evans I mean, the, the, the flaw in my web browser analogy is that, you know, Chrome or, or, or Safari or Internet Explorer weren't showing stuff from Google or from, um, 3 times in the scene
- ▶ 22:43 Benedict Evans Which is what you see then with distribution that Microsoft stuck Internet Explorer onto every Windows PC and Google puts Gemini and AI mode and AI overviews into every Google search.
- ▶ 40:04 Toni Cowan-Brown Which, interestingly, Google is a sponsor of the McLaren team, Android phones, and so that is a big thing every time I work with McLaren.
Looking for AI strategies
- ▶ 10:11 Benedict Evans Um, Amazon, sorry, Microsoft and Google are in a slightly different position in that they have a cloud business that wants to be selling different, that sells models, but they would rather, they weren't, were not cheap than commodities. 3 times in the scene
- ▶ 12:31 Benedict Evans Um, so there's a lot, and that gets back to my point about all these SaaS companies, you know, hundreds and hundreds of SaaS companies, most of them using API calls to, um, either the various third party cloud providers that are running…
- ▶ 22:27 Benedict Evans Um, what is it, the Dario Amodi, if I'm pronouncing that right, you know, his public persona, um, the message that he goes out and tries to tell, what is the message that Meta and Google go out and try and tell, probably a rather
Ai eats the world
- ▶ 13:13 Benedict Evans There's Google, there's Meta, there's Amazon, there's OpenAI, Anthropic, maybe Mistral, maybe, maybe, maybe Elon Musk's X, maybe a couple of other things, maybe even Microsoft will have its own model.
- ▶ 21:35 Benedict Evans Do you go with Google or do you go with Salesforce?
- ▶ 35:13 Benedict Evans Should we work with Microsoft or Google?
- ▶ 39:13 Benedict Evans Is this Snapchat, AWS, or Google Cloud?
From SAAS software to Formula 1
- ▶ 12:14 Benedict Catton But the funny thing about something like The Verge is they'll have, like, the review of Anka's new battery, and they'll have a review of Egg and Evan Spiegel talking about competing with Snap, and they'll have a piece about Google's…
Google's Antitrust case
- ▶ 0:06 Benedict Evans We have, um, and now like the, um, the F-One influencer meets the, um, the tech influencer, and we talk about Google. 5 times in the scene
- ▶ 1:36 Benedict Evans But then once you've got people using Google at scale, then you have much more signal because you have people telling you which, which results are correct. 8 times in the scene
- ▶ 2:48 Benedict Evans Um, now, however, there's something else, which is what the court case was about, which is that, um, everybody uses Google because it's the default, that when you type something in Safari or Chrome or on your iPhone or your Android phone, 2 times in the scene
- ▶ 4:51 Benedict Evans Yeah, so, um, Google's line has always been, well, competition is just a click away. 10 times in the scene
- ▶ 7:24 Benedict Evans Google could, the court can make Google put a choice screen in Chrome, which is 20%.
- ▶ 8:12 Benedict Evans Um, then we've got press reports saying that the DAJ might want to say that you have to spit out Android and Chrome. 3 times in the scene
- ▶ 8:49 Benedict Evans What are they going to do if Google isn't offering them a rev share to be the full search engine? 9 times in the scene
- ▶ 10:24 Benedict Evans And of course, the court can't tell anybody what to do except Google, but there's all these other participants who are going to have to make a decision about what they do now as well, in the context that the Google search is still better.
- ▶ 12:27 Benedict Evans And at the top, you will get a panel that's suggesting a web page, and then underneath you get Google suggestions, and it's a list of different suggestions. 4 times in the scene
- ▶ 14:44 Benedict Evans And so just being, like, 75% as good as Google costs hundreds of millions of dollars or billions of dollars just to have the whole thing. 8 times in the scene
- ▶ 20:17 Benedict Evans Does anyone think that Google now is a radically broken, terrible product, and Apple would do it much better?
- ▶ 22:46 Benedict Evans And instead of sending it to Google, they're sending it to ChatGPT. 6 times in the scene
- ▶ 26:41 Benedict Evans Which is kind of ironic, because the market definition, which is, we talked about before, Google tried to say, we don't have a monopoly because we compete with Amazon, and TikTok, and Facebook search, and with Booking.com for flight search. 4 times in the scene
- ▶ 31:06 Benedict Evans In fact, I don't know if that's coming from Apple's crawler or Google's crawler. 4 times in the scene
- ▶ 34:16 Benedict Evans And we're going to look at what Apple and Motorola and Google and Samsung and everyone else are doing and come out and say, right, we've decided we're going to tell Apple they have to do this and Google they have to do that. 7 times in the scene
- ▶ 36:15 Benedict Evans But again, like, well, yes, but breaking up Android and Chrome doesn't change Google's control of text ads.
The AI summer
- ▶ 4:01 Benedict Evans Uh, all these sorts of, you know, is that, is Microsoft, is Apple going to make Google and OpenAI bid against each other to be the LLM provider for 2 times in the scene
- ▶ 6:40 Benedict Evans And if you go back, so I went, went into Google Books, which has archives of all the old computer magazines, and I found a group test from InfoWorld from 1987 of spellcheckers, of spellcheckers, 31 spellchecking programs.
- ▶ 23:59 Benedict Evans And I still see, like, waves of this on, on, on social media, of people saying, well, I asked Google this question, and it couldn't tell me, and I asked Anthropic or ChatGPT,
- ▶ 34:13 Benedict Evans What happens when in, when, when Google signals, they might take the button, might not press on the accelerator with both feet as hard as they can, um, at which point, you know, the NVIDIA chip price will halve.
Looking for AI use-cases
- ▶ 2:32 Benedict Evans And fourth, some people are using it as an alternative or a placement for Google.
- ▶ 10:05 Benedict Evans You can just go and Google it.
- ▶ 14:57 Benedict Evans I mean, I can go to it and say, what are some nice hotels in that city, but that's Google. 2 times in the scene
Tiktok, Apple and Temu
- ▶ 3:47 Benedict Evans Meanwhile, um, the DMA, the Digital Markets Act, has come into effect, and this applies to a whole bunch of companies, most obviously Apple and Google.
- ▶ 20:14 Benedict Evans YouTube, yes, YouTube could be a separate company to Alphabet.
- ▶ 20:43 Benedict Evans And what happens if it's Google or Meta that come along and say, okay, we'll buy that then.
Google Gemini and AI bias
- ▶ 0:02 Benedict Evans And I'm Benedict Evans, and we thought we would point and laugh at AI and Google and talk about bias.
- ▶ 1:09 Benedict Evans Um, the thing I thought was interesting to start with is that Google's Gemini model, um, previously known as Juro, previously known as Google Workplace Chat, previously known as Chat, Google Chat for Workplace, um, Google's Gemini ProPlus… 3 times in the scene
- ▶ 1:09 Benedict Evans Um, the thing I thought was interesting to start with is that Google's Gemini model, um, previously known as Juro, previously known as Google Workplace Chat, previously known as Chat, Google Chat for Workplace, um, Google's Gemini ProPlus…
- ▶ 3:35 Benedict Evans Um, there was a famous anecdote of Google trying to build a machine learning system to look at resumes cause they were hiring at such scale. 2 times in the scene
- ▶ 20:01 Benedict Evans And so if you want to do the scenario or just outlined, it's not like Facebook or Google or Adobe can stop you. 3 times in the scene
Breaking and remaking media
- ▶ 15:14 Benedict Evans It's not that Google and Facebook has a monopoly, which, although you can argue about that, the problem, newspapers problem is not that Google and Facebook have a monopoly. 2 times in the scene
- ▶ 29:33 Benedict Evans And so, five minutes in Google later, of course, I find what the story was. 2 times in the scene
Apple's Vision Pro
- ▶ 3:54 Benedict Evans I'd have to go and Google what people, exactly people think about that.
- ▶ 22:37 Benedict Evans Um, and the watch is certainly an AR device, and the watch effectively is the, um, Google Glass done right. 3 times in the scene
What's your AI strategy?
- ▶ 4:32 Benedict Evans Does this just come from Google and Oracle and Salesforce versus
AI and Everything Else
- ▶ 5:23 Benedict Evans Um, Google, um,
- ▶ 26:18 Benedict Evans You know, nobody today says, you know, who's going to win, Apple or Google?
- ▶ 28:09 Benedict Evans You know, today, like all startups run on, you know, GCP, Azure, or AWS, or a lot of them do, but like AWS doesn't decide what, you know, you, a legal software company can do.
- ▶ 30:59 Benedict Evans I don't, you know, there's, we're kind of at that very early stage where, you know, go back and think about what it was like holding an iPhone in 2008 with the App Store, and there was no Uber, there was no Instagram, there was no Tinder,…
- ▶ 32:20 Benedict Evans And it'll be this little funny little weird search engine company in Mountain View.
LLMs, links, and the death of links
- ▶ 4:43 Benedict Evans And obviously that was the genesis of PageRank at Google as a way of inferring value, but there are no sort of native structural layers on top or open standard decentralized, um, metastructural layers. 3 times in the scene
- ▶ 9:58 Benedict Evans Oh yeah, Google shut it down.
- ▶ 11:43 Benedict Evans Because if I went to Google and 3 times in the scene
- ▶ 14:05 Toni Cowan-Brown You've got a notes doc somewhere or a Google doc somewhere, and you're, you're inputting all the links of all the sources and everything that you found.
- ▶ 19:23 Toni Cowan-Brown I look at my inbox and I now have different folders in my inbox for newsletters, but the reality is most of those newsletters, I opened them up and there's a Google link to that newsletter.
- ▶ 21:29 Benedict Evans Let's say drive is to say privacy, privacy, privacy, and that's a whole other layer, and of course there's a trade-off there, um, because, you know, Google, well, this is what Google is trying to build with a privacy sandbox, which is that… 2 times in the scene
- ▶ 21:29 Benedict Evans Let's say drive is to say privacy, privacy, privacy, and that's a whole other layer, and of course there's a trade-off there, um, because, you know, Google, well, this is what Google is trying to build with a privacy sandbox, which is that… 3 times in the scene
Bundling/Unbundling AI
- ▶ 1:26 Benedict Evans And I, and I thought it was interesting to compare this with, with Alexa and Google Assistant and Siri and so on sort of now almost 10 years ago, which were kind of a full storm because you had machine learning then meant that they could…
- ▶ 3:08 Toni Cowan-Brown But it is, you know what I mean, when you're like, you're trying, you, we had this when you would learn how to Google stuff, 1020 years ago, and it'd be like, oh, I'm asking the wrong question because the answer I'm getting is not the…
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