Gmail, every mention
7 scenes · ← back to Gmail
tap a year for its mentions
every year anyone Brad Gerstner 6Bill Gurley 5
Verbatim, from the transcripts: the passages where Gmail comes up
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,
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 7:32 Brad Gerstner You know, and one of the things you didn't mention, Bill, I just saw Kevin Weil, our friend, tweeted from OpenAI that deep research is now searching across GitHub, Google Docs, Gmail, Outlook, HubSpot, Dropbox. 3 times in the scene
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…
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:09:30 Brad Gerstner And again, enterprise apps, uh, you know, like Gmail at 75%. 2 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:59 Bill Gurley They had, you know, they were touching YouTube, they were touching Gmail, they were touching docs and sheets. 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 20:55 Brad Gerstner So everybody, you know, has texted and emailed me, yeah, but they've got YouTube, and they've got Gmail, and they've got Gemini 1.5, and they've got all this stuff.
- ▶ 36:05 Bill Gurley That was inside of, of Gmail.