Android, every mention
19 scenes · ← back to Android
tap a year for its mentions
every year anyone Bill Gurley 23Brad Gerstner 2Satya Nadella 1Ali Ghodsi 1
Verbatim, from the transcripts: the passages where Android comes up
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 24:51 Ali Ghodsi That's not the case with your, you know, your iPhone versus Android, or your Windows versus your Mac, or your anything versus anything.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 54:35 Bill Gurley When it came to Apple, they open sourced Android and certainly some of their, their lower models are, uh, open sourced and competitive on open router, but maybe they should be more aggressive even still because of what's at stake.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 18:11 Bill Gurley I mean, the assets of the Android phone and the Gmail and the Google Docs and like that's a nice set of,
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 24:05 Bill Gurley Um, but they did it with Android against Apple, you know, big, notable one.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 27:45 Bill Gurley YouTube, uh, Android, uh, came through an acquisition.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:11 Bill Gurley They also, they also have Android, which is a massive asset, and, and they also have browser, you know, they're their own browser, which it, it, both perplexity and OpenAI have, have started toying with the idea of either having a browser…
- ▶ 33:18 Brad Gerstner If Google is no longer allowed to be the default search app because of this consent decree, um, you know, do they really turn Android into the thing that it potentially could be?
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:03:33 Bill Gurley Whether it's their email, Gmail product, and then their docs product, and then their, you know, their, their Slack-like competitive products, and their Zoom-like competitive products, and then the fact that they own Android, and this, this… 2 times in the scene
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 25:21 Satya Nadella Uh, they are obviously the default on Android.
- ▶ 28:27 Bill Gurley Ecosystem, but you have apps on like the iPhone ecosystem or the Android ecosystem. 3 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 2:07 Bill Gurley It doesn't use Android, so it's their first non-Android mobile OS. 2 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:53 Brad Gerstner And that, you know, think of that as maybe like this Android version that they're all gonna, this box they're gonna plug in their cars, and they're all going to go compete, you know, as though they were before, um, with Tesla.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:14:30 Bill Gurley Docs, spreadsheets, and Android, you know, and I, I actually ran into Samir Samadhi runs Android the other day, and I had this discussion with him. 2 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:24 Bill Gurley Um, one of the first to do it was Google with Android, and it's really hard for people to put themselves in the mindset when that iPhone shipped and when 4 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 58:11 Bill Gurley And, and tie this into Android even.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 17:17 Bill Gurley That people move to Gmail, move to Docs, move to Sheets, move to the Google stack, move to Android, because the integration is so amazing.
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 15:47 Bill Gurley You know, similar, I think, to what maybe Google did with Android when they came out.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 35:34 Bill Gurley Um, you know, Google controls the entire Android market, which is a big market.
- ▶ 49:56 Bill Gurley So for me, you know, Apple, you, you could argue they have the best asset in the world in this phone, and it, and if you look at the user base of this compared to the Android user base,