Google, every mention
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every year anyone Brad Gerstner 276Bill Gurley 194Dylan Patel 65Jensen Huang 12Sunny Madra 10Aaron Levie 10Satya Nadella 8Gavin Baker 6Thomas Laffont 5Clark Tang 5
Verbatim, from the transcripts: the passages where Google comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 2:59 Gavin Baker Did a great analysis here, and he shows that XAI's deal with Google for cloud computing generates more operating profit per gigawatt than Anthropic, than Meta, than Google, than OpenAI. 2 times in the scene
- ▶ 13:41 Brad Gerstner That, that he struck these huge deals with Anthropic and Google. 5 times in the scene
- ▶ 15:22 Clark Tang Um, you know, people always talk about Google and their ability to, to build a TPU and sell the TPU to Anthropic to generate revenues for AI.
- ▶ 24:14 Andrew Fox They just signed Google at 50.
- ▶ 34:10 Gavin Baker Yeah, Google search might want to have a discussion.
- ▶ 34:36 Gavin Baker XAI, SpaceX AI, Google, one with Gemini 3.1 pro,
- ▶ 58:22 Gavin Baker Google's toes. 2 times in the scene
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 7:00 Apoorv Mehta Google has near 90% plus market share, three and a half, four trillion in market cap. 2 times in the scene
- ▶ 14:04 Apoorv Mehta I'll frame that for you, because, you know, with, with, with search engines and Google, you know, two decades ago, you could have got on the 10 blue links, you could have spent an hour getting the answer.
- ▶ 48:09 Apoorv Mehta Google had a great model.
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 24:57 Ali Ghodsi Like, you know, uh, you know, Google Sheets versus Excel is like, huge religious battle inside our company.
- ▶ 27:37 Ali Ghodsi This was before Google search.
- ▶ 28:06 Ali Ghodsi There was already a Google actually existed already in 98 and so on.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 1:50 Brad Gerstner Google, Meta, Microsoft, Satya, you had your earnings yesterday, you know, and we heard consistently not enough compute, not enough compute, not enough compute.
- ▶ 8:18 Brad Gerstner So Sam, I assume this means no chat GPT or GPT six on Amazon or Google.
- ▶ 11:39 Brad Gerstner Satya, you said on the pod a year ago, this pod, that every new phase shift creates a new Google, and the Google of this phase shift is already known, and it's OpenAI, and none of this would have been possible had you guys not made the,…
- ▶ 17:39 Brad Gerstner We heard from both Microsoft and Google yesterday, both said their cloud businesses would have been growing faster if they have more GPUs.
- ▶ 35:35 Brad Gerstner And I think not many people know that your CTO, Kevin Scott, you know, an ex-Googler, lives down here in Silicon Valley.
- ▶ 45:09 Brad Gerstner And, you know, I think that compares to GCP that grew at 32% and AWS closer to 20%.
- ▶ 48:12 Satya Nadella I mean, I'd say at some level, the good news for us has been competing even as a hyperscaler every day, you know, there's a lot of competition, right, between us and Amazon and Google on all of these, right?
- ▶ 1:02:27 Brad Gerstner When you move the economics of search for both you and Google, and it converges on something that looks more like a personal agent, a personal assistant chat, um, you know, that could end up being much, much bigger in terms of the total…
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 11:16 Bill Gurley And that practice is now, I think, happened at Amazon and happened at Google. 2 times in the scene
- ▶ 28:07 Brad Gerstner Obviously, Google's going to be there.
- ▶ 43:14 Bill Gurley Apple, Google, Amazon, anybody that might have payment on their rails.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 4:17 Jensen Huang Google's a hyperscale.
- ▶ 7:55 Brad Gerstner It sounds very much like AWS or GCP or Azure.
- ▶ 8:18 Jensen Huang Um, our relationship with, uh, between us and Sundar and Google, direct.
- ▶ 12:14 Jensen Huang Just feeding the Metas, the Googles, the ByteDances, the Amazons, and take their classical, traditional way of doing hyperscaling and moving into AI, that's hundreds of billions of dollars. 2 times in the scene
- ▶ 40:53 Clark Tang Google's TPUs, Amazon's Tranium, and it seems like everyone from ARM to OpenAI to Anthropic are, you know, rumored to be building one. 4 times in the scene
- ▶ 45:29 Jensen Huang Google is a big GPU customer. 2 times in the scene
- ▶ 45:38 Jensen Huang I mean, uh, TPU is on TPU seven. 3 times in the scene
- ▶ 53:54 Brad Gerstner We're investors throughout the ecosystem and competitors of yours, you know, from Google to, to Broadcom.
- ▶ 59:37 Brad Gerstner It's funded by Google. 3 times in the scene
- ▶ 1:42:07 Brad Gerstner I remember hearing Larry Page say, probably around 2005 or 2006, that the end state of Google will be when the machine can predict, ah, the question before you even answer it, before you even ask it, and give you the answer without having…
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- ▶ 41:10 Sherwin Wu I think they hire some folks in DeepMind to run their AI program.
- ▶ 50:43 Olivier Godman Like, the whole, like, you know, integration with your Google Calendar is excellent.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 25:36 Bill Gurley Um, while people are simultaneously, while people are saying that, that the Waymos should be worth a hundred and seventy billion inside of, of, uh, Google, you can buy shares of Baidu for zero enterprise value.
- ▶ 52:13 Brad Gerstner And I saw you had a tweet yesterday, maybe Bill, just on, you were surprised that Google had not taken a more aggressive position with respect to open sourcing Gemini. 4 times in the scene
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 28:26 Sunny Madra Yeah, I'm gonna, I'm gonna just quantify it with, uh, with Google for a second. 2 times in the scene
- ▶ 31:01 Bill Gurley These dollars are even bigger, and the amount of money that these companies are willing to lose in a year, you know, I still think it's particularly interesting that Google has to compete with OpenAI, because OpenAI is going to lose seven… 2 times in the scene
- ▶ 41:06 Sunny Madra And can I, can I put something there just to kind of hear your feedback on it, guys, which is look at Google and the TPU and Google is clearly, you know, by these numbers that we're seeing, right, putting out more tokens than anyone else,… 7 times in the scene
- ▶ 42:10 Sunny Madra Like transcribing YouTube videos and, you know, all you can Google meet, you can turn it on and all those searches.
- ▶ 42:16 Bill Gurley I was just inferring in your question, maybe I shouldn't have been that, that they'll have an advantage for Google cloud.
- ▶ 44:46 Bill Gurley Actually, it's in Google Docs.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 36:32 Brad Gerstner They've poached a bunch of people from OpenAI, a bunch of people from Google, and now today another, you know, announcement of somebody from, from Apple. 2 times in the scene
- ▶ 50:52 Brad Gerstner I remember in 2001, 2002, Michael, some companies that were early to, for example, Google, they figured out how to gain, you know, like I think a booking.com, right? 3 times in the scene
- ▶ 1:03:27 Michael Dell As you've seen with Google and Meta and others, uh, who are, who are deploying the ASICs. 2 times in the scene
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:23 Bill Gurley I used to do a Google search, go to a webpage, find a number, and then put that into a formula and multiply it on a calculator.
- ▶ 10:08 Kevin Weil Um, that's why we've been really focused on adding things like connections into Google Docs and, you know, the products and services that you use every day.
- ▶ 14:51 Brad Gerstner We just switched from using Google
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 7:33 Thomas Laffont I think of a Google as an example, right, of certainly has a lot of good AI, but also has some disruption threats.
- ▶ 16:40 Brad Gerstner Is having on, on Google, and you did this by conjoining a couple pieces of data that you guys had. 8 times in the scene
- ▶ 17:05 Thomas Laffont Uh, the more people I talk to, the more I ask them, um, do you feel like your Google search has been impacted by ChatGPT? 2 times in the scene
- ▶ 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,
- ▶ 20:34 Brad Gerstner What's gonna happen when Google launches Gemini? 2 times in the scene
- ▶ 23:17 Bill Gurley The KOTU team mapped out cloud revenue market share, and you have Oracle at five percent, Amazon, 44 because of the success of AWS, Google, 19, and Microsoft, 30. 5 times in the scene
- ▶ 49:22 Thomas Laffont At the same time as AI comes in, now the company's lean and mean, innovates, outcompetes companies like Google and Meta, doubles the size of the company as the employee count is down over 35%. 2 times in the scene
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. 2 times in the scene
- ▶ 8:00 Brad Gerstner And talking about building, people building dependencies on Google. 5 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:00 Brad Gerstner Can you imagine if in the year 2000, Washington DC had said, oh my God, Google is so powerful that we're not going to allow any other country in the world to have access to this Google machine that might give them answers to questions…
- ▶ 0:00 Brad Gerstner Can you imagine if in the year 2000, Washington DC had said, oh my God, Google is so powerful that we're not going to allow any other country in the world to have access to this Google machine that might give them answers to questions…
- ▶ 12:08 Brad Gerstner oh my God, Google is so powerful that we're not going to allow any other country in the world to have access to this Google machine that might give them answers to questions unless Google comes to Washington and gets federal approval… 4 times in the scene
- ▶ 1:08:07 Bill Gurley I mean, I guess I would love it if everyone open AI and Anthropic and Google, um, followed suit and chase meta.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:29 Bill Gurley They'll say borrowed or copied the innovation that happened at, at Google and Deep Seek.
- ▶ 47:15 Bill Gurley Let's not forget, it wasn't that long ago that OpenAI, they'll say borrowed or copied the innovation that happened at, at Google and DeepSeek.
- ▶ 53:06 Brad Gerstner At the beginning of January, moving in, uh, to this new presidency, and it's really mind-boggling to think in nine, you know, in a few short weeks, how quickly we went from that level of optimism to this level of concern, and I was just…
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 23:26 Bill Gurley Google had a 4 times in the scene
- ▶ 35:49 Brad Gerstner When I invested in Google in 2005, when I invested in, you know, Meta, when the IPO broke and we looked at those late stage private rounds, I certainly remember the Microsoft round in a Meta at fifteen billion that was roundly criticized… 5 times in the scene
- ▶ 49:26 Brad Gerstner Um, you know, Google's traded down from 200 to a 150 and change, and, and, you know, they see that disruption coming their way. 5 times in the scene
- ▶ 52:58 Brad Gerstner I think today, they had some announcements of, of this deal with Google, where they're gonna provide NVIDIA Grace Blackwells through, uh, through CoreWeave. 4 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 25:13 Brad Gerstner I think it's going to be a positive for the economy, but let me, let me shift gears here, Bill, because this is right in your wheelhouse, something we've been talking a lot, which is the M&A environment in the United States, the IPO market… 10 times in the scene
- ▶ 25:41 Brad Gerstner They basically are monitoring your company's workloads that are occurring in AWS, GCP, Azure, et cetera, and what code can be deployed on those platforms. 2 times in the scene
- ▶ 38:03 Bill Gurley Well, and I, and I would, I would argue that, that at least in terms of Google Whiz, the, uh, it, it passes that test.
- ▶ 1:06:04 Brad Gerstner The point being, I, I've said about consumer markets, um, now for a while, that all my pattern recognition from Google and Meta is that these tend to be win or take most markets, that it's almost impossible to dislodge the inertia. 2 times in the scene
- ▶ 1:11:25 Brad Gerstner Customer acquisition fee in the world of Google, we would call it TAC, um, probably to, to Amazon. 5 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:30 Brad Gerstner That in, in the search wars, we had Google, and Yahoo, and AltaVista, and Lycos, and Ash Jeeves, and Excite, and Infoseek, and by the way, they all did pretty damn good on the benchmarks, right? 3 times in the scene
- ▶ 10:43 Bill Gurley Is it probably, you'd have to count the Gemini searches in the Google search, right? 6 times in the scene
- ▶ 10:51 Brad Gerstner Yeah, I mean, listen, I think, you know, let's just start with Google, okay? 10 times in the scene
- ▶ 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… 7 times in the scene
- ▶ 30:15 Brad Gerstner You and I haven't, you know, nobody called Google a research lab. 2 times in the scene
- ▶ 33:14 Brad Gerstner We'll see what, what this Google ruling is at the end of the year. 2 times in the scene
- ▶ 38:39 Brad Gerstner May not be as high as retrieval was for Google, but still a great margin. 2 times in the scene
- ▶ 38:39 Brad Gerstner May not be as high as retrieval was for Google, but still a great margin.
- ▶ 44:22 Brad Gerstner In the case of Google and Meta, they literally have a printing press in the back room spitting out billion dollar bills
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:21 Brad Gerstner I remember when Elon first talked about it on stage at launch was to defend against singular control by Google of a closed tyrannical AI.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:03 Bill Gurley And then for, for Larry Ellison and Oracle, you know, if you look at their relative to position as a hyperscaler, I think people think of Amazon and, and Google,
- ▶ 23:21 Brad Gerstner I gotta spend more on CapEx. 4 times in the scene
- ▶ 34:51 Rene Haas Companies like a Microsoft, a Google, a Meta, an AWS, et cetera, an Amazon.
- ▶ 44:56 Brad Gerstner Um, and as I said to Bill, you know, we have certainly intramural battles between Meta and Google and x.ai and Elon and OpenAI, but we're all on Team America and unequivocally this advances us on AI at a rate and a pace that I think is,…
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:01 Brad Gerstner If you look at Google, trading about 21 times. 2 times in the scene
- ▶ 14:46 Brad Gerstner So this first slide just shows the, the combined CapEx of Google, Meta, Amazon, Microsoft, Apple, and Oracle, both what they did in 2024, which you can see that huge step up in 2024.
- ▶ 20:51 Brad Gerstner Just like when Google was investing gobs in early 2000 or when.
- ▶ 28:31 Bill Gurley I, it, it, you've seen Google release a high-end pay-for consumer, you know, site. 2 times in the scene
- ▶ 31:21 Brad Gerstner And so you have these O series models, and now you have deep reasoning out of Google that launch this whole different vector of scaling intelligence and reasoning. 2 times in the scene
- ▶ 37:09 Bill Gurley Would you use products that aren't GPUs, you know, TPUs from Google's, some of the, some of the 2 times in the scene
- ▶ 1:02:56 Bill Gurley Um, the one that I've been thinking about a lot is Google, and we, we talked a lot about how the, um, 8 times in the scene
- ▶ 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…
- ▶ 1:09:08 Brad Gerstner And he recently said, um, and, and I've heard Google and others say this, that he expects there to be millions of humanoids, um, uh, live and in the wild by 20, 28. 2 times in the scene
- ▶ 1:13:23 Bill Gurley You've heard all of these hyperscalers talk about doing their own, um, processors of some sort, you know, both Tranium at Amazon and then the TPU at Google compete with NVIDIA, but they're buying NVIDIA's product. 5 times in the scene
- ▶ 1:13:23 Bill Gurley You've heard all of these hyperscalers talk about doing their own, um, processors of some sort, you know, both Tranium at Amazon and then the TPU at Google compete with NVIDIA, but they're buying NVIDIA's product.
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