Android
3 statements across 3 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Jun 10, 2024 by Bill Gurley · said 27 times in 16 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (23), Brad Gerstner (2), Satya Nadella (1), Ali Ghodsi (1)
tap a year for its mentions
2025 9 mentions in 7 episodes 1 per episode
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
2024 18 mentions in 9 episodes 2 per episode
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- 1 more episode that year, every mention in 2024 →
Everything said about Android, oldest first
Jun 10, 2024 bullish
Gurley: Gemini in Workspace and Android could be a huge win for Google
“They've always had sheets and docs, and a lot of the startups in our community live on that stuff, but it hasn't really competed with the Microsoft stack, and with Satya's comeback, everyone's been super, you know, super excited about what this means for Micro…”
Aug 9, 2024 bullish
Gurley: Google possesses the best asset stack for personal AI assistants
“When I think about the personal assistant side, having the assets of Gmail Docs, spreadsheets, and Android, you know, and I actually ran into Samir Samadhi runs Android the other day, and I had this discussion with him. It's the best set of assets. Like, if yo…”
Aug 28, 2025 positive
Gurley: Google Should Consider More Aggressively Open-Sourcing Its AI Models
“Google historically, when it came to AWS, Open source Kubernetes and went after them. When it came to Apple, they open sourced Android and certainly some of their lower models are open sourced and competitive on open router, but maybe they should be more aggre…”