Google, every mention
242 scenes, the whole family · ← back to Google
tap a year for its mentions
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
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:21:09 Brad Gerstner Memory and actions, and I think that you're going to see ChatGPT imbued with these capabilities, and I imagine the same happens with Gemini, et cetera, and we've seen it, like, we, we in fact did a, uh, one of my partners did a demo using…
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:08 Dylan Patel Why is Google?
- ▶ 4:32 Dylan Patel So I would say if you ignored Google, it would be over 98%. 13 times in the scene
- ▶ 4:54 Dylan Patel Because you think about Google search and Google ads are the two largest, you know, two of the largest AI-driven 2 times in the scene
- ▶ 4:54 Dylan Patel Because you think about Google search and Google ads are the two largest, you know, two of the largest AI-driven 4 times in the scene
- ▶ 6:28 Dylan Patel So not everything internal is like, is, is, is Google, uh, is a GP, is a TPU, right?
- ▶ 6:33 Dylan Patel Uh, they do buy some for some other internal workloads, but by and large, their GPU purchases are for Google Cloud to then rent out to customers.
- ▶ 9:24 Dylan Patel Uh, but funnily enough, and the thing that, uh, many ignore is that Google actually did this alongside Broadcom, um, you know, and they did it before Nvidia, right? 7 times in the scene
- ▶ 14:16 Dylan Patel Like with Blackwell, not only is it way, way, way faster, anywhere from 10 to 15 times on really large models for inference, because they've optimized it for very large language models, they've also decided, hey, we're gonna cut our…
- ▶ 23:47 Dylan Patel Uh, Google published a paper called Chinchilla, which says the optimal ratio of, uh, data to parameter, you know, model size, and, and that's the scaling thing.
- ▶ 35:14 Dylan Patel In Google, when they push data to, you know, any of their services, they have tons of unit tests. 2 times in the scene
- ▶ 37:47 Dylan Patel Why is Google, why is Microsoft building multiple gigawatt data centers?
- ▶ 52:27 Dylan Patel There's a Google model that is doing reasoning right now, and it's not released yet, but it's gonna be released soon enough, right?
- ▶ 1:04:24 Dylan Patel Or accelerators like the TPU, Amazon Tranium, et cetera.
- ▶ 1:06:02 Dylan Patel Their whole thing at reInvent, if you really talk to them when they announced Trinium II and our whole post about it and our analysis of it is, like, supply chain-wise, this is, looks, you know, you squint your eyes, this looks like an… 2 times in the scene
- ▶ 1:08:54 Dylan Patel But they're, you know, the whole rack scale architecture, which Google deployed in 2018 with the TPU, uh, v three.
- ▶ 1:10:36 Bill Gurley Let's go with the Google TPU. 7 times in the scene
- ▶ 1:11:01 Dylan Patel Like it's, it's not that impressive on its own, but when you, when you say, hey, if I'm spending X amount of money and then what's my system, Google's TPU looks amazing, right? 6 times in the scene
- ▶ 1:12:27 Dylan Patel You know, there's a lot of software that DeepMind uses that just is not available to Google Cloud. 3 times in the scene
- ▶ 1:12:27 Dylan Patel You know, there's a lot of software that DeepMind uses that just is not available to Google Cloud.
- ▶ 1:13:32 Dylan Patel Um, and, and so number three is sort of Google is better off using all of their TPUs internally. 4 times in the scene
- ▶ 1:13:32 Dylan Patel Um, and, and so number three is sort of Google is better off using all of their TPUs internally. 6 times in the scene
- ▶ 1:18:26 Dylan Patel It's not just Google here.
- ▶ 1:20:28 Dylan Patel like in the next six months, uh, there is a bit of a slowdown in Google TPU purchases because they have no data center space. 4 times in the scene
- ▶ 1:20:28 Dylan Patel like in the next six months, uh, there is a bit of a slowdown in Google TPU purchases because they have no data center space.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:06 Satya Nadella Uh, it's kind of like the Google or the Microsoft or, um, or the meta of, uh, this era.
- ▶ 14:53 Brad Gerstner So as you started thinking about the next big phase shift, it, it appears that you and others in the team, Kevin Scott, sniffed out pretty early that Google was likely ahead in AI with DeepMind. 3 times in the scene
- ▶ 14:53 Brad Gerstner So as you started thinking about the next big phase shift, it, it appears that you and others in the team, Kevin Scott, sniffed out pretty early that Google was likely ahead in AI with DeepMind. 2 times in the scene
- ▶ 16:56 Satya Nadella And so, ever since I've been obsessed with language, and along with Kevin, in fact, the first time, um, uh, yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and, uh, we gave them some…
- ▶ 19:49 Bill Gurley Um, I'm curious if you agree with that and how you think about the key players in the race, you know, Google, Amazon, Meta with Llama, Elon has entered the game. 2 times in the scene
- ▶ 23:52 Brad Gerstner Can Google and Bing continue to grow the legacy search businesses in the age of answers? 5 times in the scene
- ▶ 27:10 Satya Nadella Even Chrome became the dominant browser, which is a real travesty because we had won against Netscape only to lose to Google, and we are getting it back now in an interesting way, both with Edge and with Copilot.
- ▶ 27:25 Satya Nadella Now even Gemini has to earn. 2 times in the scene
- ▶ 32:37 Satya Nadella And I'm sure Apple and, you know, Google will have a lot more control, so they won't allow it.
- ▶ 40:06 Brad Gerstner You know, and, and, and so if you think about the key revenue products that are, that people are using today and how it's driving that inference revenue for you today and how that may be similar or different from Amazon or Google, I'd be… 2 times in the scene
- ▶ 42:31 Satya Nadella They were all customers of GCP or they were customers of AWS.
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 29:48 Bill Gurley I'm sure they were worried that open AI would create proprietary data connectors and they want everyone to use this one, uh, very similar to what Google did with Kubernetes.
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:07 Brad Gerstner In fact, there was this Bloomberg headline, Open AI, Google, and Anthropics struggled to build more advanced AI.
- ▶ 12:32 Bill Gurley You know, train a model on a big NVIDIA cluster, and you can run it on, you know, a different system, and there are certainly performance tests that are in the public that show the Groks and Cerebris and other TPUs, including the ones at… 2 times in the scene
- ▶ 12:32 Bill Gurley You know, train a model on a big NVIDIA cluster, and you can run it on, you know, a different system, and there are certainly performance tests that are in the public that show the Groks and Cerebris and other TPUs, including the ones at…
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 12:12 Bill Gurley And if this company happens to be, you know, the next Google, the next Meta, we've seen how those compound over 20 years, and it'll work out.
- ▶ 27:26 Bill Gurley At one point in time, invited into the office of this PE firm, I didn't know PE very well, but they had, had backed, double click, and, and Google bought it for 3.1 billion, and this particular firm made, I forget, they made, they had,… 2 times in the scene
- ▶ 37:35 Brad Gerstner OpenAI got to, you know, four and a half billion dollars of revenue in a fraction of the time it took Google and Meta.
- ▶ 39:29 Brad Gerstner Google had breakthroughs. 3 times in the scene
- ▶ 42:26 Brad Gerstner You know, if you look at Google in the quarter, GCP has accelerated its revenues by up to plus 35% year on year, ok?
- ▶ 51:31 Brad Gerstner When I talk to CoreWeave, when I talk to Azure, when I talk to OpenAI, when I talk to Amazon, Google, et cetera, not one of them
- ▶ 54:51 Bill Gurley So, so, and we had a couple, like right before we just started today, I guess, Google and AMD. 10 times in the scene
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:16 Brad Gerstner Or 15 times, uh, revenue, for sure, which I, which I said, you know, when Google went public, it was about 13 or 14 times revenue, and Meta was like 13 or 14 times revenue.
- ▶ 41:08 Brad Gerstner So I had Nikesh on stage and, you know, obviously Nikesh, you know, was instrumental at Google for a decade.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:46 Jensen Huang There's nothing easy about what OpenAI does, or X does, or Gemini and the team at DeepMind does.
- ▶ 23:45 Jensen Huang We disaggregate all of it, and we integrate it into GCP.
- ▶ 29:02 Jensen Huang Um, when I work with, when we work with, um, all the GCPs, the GCPs Azure, we present our roadmap to them years in advance.
- ▶ 39:14 Brad Gerstner Twice the revenue as Google was at the time of its IPO. 3 times in the scene
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:32 Bill Gurley And that's where Microsoft and Google have some advantages and maybe Apple as well. 7 times in the scene
- ▶ 31:34 Brad Gerstner and, you know, and, and, and, and, and a Google Cloud or Microsoft Azure on the, on the enterprise side.
- ▶ 54:12 Brad Gerstner Google went public on two billion of trailing revenues.
- ▶ 1:03:26 Brad Gerstner You know, that it looks cheap if you expect, if you believe in those growth rates, but if those growth rates don't show up for Microsoft, for Amazon, for Google, et cetera, next year,
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 59:08 Bill Gurley They're not acting like, say, Google and Amazon are buying Nvidia clusters where, oh, we're going to put them up and they're, they're more conservative. 2 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:47 Brad Gerstner And so, but we did learn some things in the earnings reports of the last two weeks, Bill, that I think we should call out in terms of what Meta said, what, what Google said, what, ah, what, what Microsoft said about their CapEx and about… 2 times in the scene
- ▶ 56:31 Bill Gurley Thing we should dive into is this Google decision that happened this week, which is pretty landmark decision. 18 times in the scene
- ▶ 1:06:04 Bill Gurley A search against a Google-like database. 9 times in the scene
- ▶ 1:09:22 Brad Gerstner Again, if you go to WhatsApp, Instagram, Chrome, etc., right?
- ▶ 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
- ▶ 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.
- ▶ 1:17:49 Brad Gerstner But I imagine he's looking at the daunting amount of capex required, right, to continue to compete with Meta and continue to compete with Google. 6 times in the scene
- ▶ 1:24:49 Brad Gerstner So, um, whoever is in this new administration, um, you know, I certainly hope that we enter into a new period where, you know, they're enforcing the stuff that's on the books where monopolists are truly blocking out smaller competitors…
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 5 times in the scene
- ▶ 42:24 Bill Gurley I, I would say I think one of the retention problems is simply all the substitutes that are available, and if Meta's gonna, and then, and then if speed's gonna matter, like, as speed, there, there were these old stories of Google made…
- ▶ 56:39 Brad Gerstner Um, this deal, Google was rumored to be buying Wiz for twenty three billion bucks. 5 times in the scene
- ▶ 1:09:16 Bill Gurley He went on the Sequoia podcast, but he, he was at, he was at Google DeepMind, and he talks about AlphaGo, and he has some different perspectives on AlphaGo and, and, and
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:16 Brad Gerstner So if you look at it for Microsoft, NVIDIA, Amazon, Google, Meta, earnings are up 38% over the last 12 months.
- ▶ 15:43 Brad Gerstner Ok, in the case of Google, peaked at 24 times, troughed at 17 last year, now back at about 23 times.
- ▶ 32:36 Brad Gerstner Google believes there are upsides.
- ▶ 48:49 Brad Gerstner You can Google, um, you know, calcium CT scan. 2 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 3:21 Brad Gerstner The first mobile phones, and Google, and now even ChatGPT.
- ▶ 12:13 Brad Gerstner Think Google raising less than forty million dollars pre IPO.
- ▶ 31:55 Brad Gerstner That didn't mean that the internet wasn't going to be huge or that Google wasn't going to be a multi-trillion dollar company, um, which I also think will happen here, but the, go ahead.
- ▶ 36:30 Bill Gurley I think it was Google and, uh, Azure, was it? 2 times in the scene
- ▶ 52:47 Brad Gerstner They just want to ask their computer, like ask Google and it gives you the freaking answer.
- ▶ 57:30 Bill Gurley We can put it in the thing, but Google Gemini did an ad with Mark Cuban, um, highlighting their enterprise apps, Doc Sheets, you know, and I was 4 times in the scene
- ▶ 57:30 Bill Gurley We can put it in the thing, but Google Gemini did an ad with Mark Cuban, um, highlighting their enterprise apps, Doc Sheets, you know, and I was 2 times in the scene
- ▶ 57:30 Bill Gurley We can put it in the thing, but Google Gemini did an ad with Mark Cuban, um, highlighting their enterprise apps, Doc Sheets, you know, and I was 2 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:07 Brad Gerstner and I just found myself, ChatGPT literally became, you know, almost like a teacher who was sitting at the table, non-intrusive, uh, answering questions for us, keeping the conversation flowing, you know, and I found myself, we never opened…
- ▶ 3:21 Brad Gerstner Google yesterday, you know, at their IO event showed off Astra, their version of Her, albeit a little
- ▶ 3:21 Brad Gerstner Google yesterday, you know, at their IO event showed off Astra, their version of Her, albeit a little
- ▶ 6:12 Bill Gurley Feeling like both open AI and Google were tilting more towards the consumer.
- ▶ 14:51 Brad Gerstner I, I think a decision to sell the generative AI search button, um, you know, to open AI and the way that they're doing with Google search is a far cry from outsourcing, right? 10 times in the scene
- ▶ 14:51 Brad Gerstner I, I think a decision to sell the generative AI search button, um, you know, to open AI and the way that they're doing with Google search is a far cry from outsourcing, right? 3 times in the scene
- ▶ 16:39 Bill Gurley One, one, one of my big takeaways from Google I.O. was, and we had talked about this a few episodes back, that Google just has a lot of assets, you know.
- ▶ 16:59 Bill Gurley They had, you know, they were touching YouTube, they were touching Gmail, they were touching docs and sheets. 3 times in the scene
- ▶ 16:59 Bill Gurley They had, you know, they were touching YouTube, they were touching Gmail, they were touching docs and sheets. 3 times in the scene
- ▶ 20:01 Bill Gurley It's interesting, like Google was built and Meta was built, you know, in, in a, in a Microsoft dominated world, you know, then Apple came up, but they were able to insert themselves in the browser and then create enough power to rise up…
- ▶ 22:34 Brad Gerstner The, the people who love them really love perplexity, but the fact of the matter is ChatGPT is the Google verb of the moment, of AI.
- ▶ 32:27 Brad Gerstner I remember vertical search engines when, you know, Google started pushing deeper into the verticals, right? 2 times in the scene
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 3:00 Brad Gerstner So the chinchilla point, if I understand it correctly, right, that it's the byproduct of this paper out of Google, which basically talked about the relationship between the optimal amount of data to use for an, uh, for a certain amount of…
- ▶ 8:55 Bill Gurley And I use them all because I'm curious, and I, I love playing, I like, I'll, I'll do the same query on four of them, but right now, it's hard to believe that any of them, including the Google one, like, are going to have escape velocity…
- ▶ 15:47 Bill Gurley You know, similar, I think, to what maybe Google did with Android when they came out.
- ▶ 20:03 Brad Gerstner So Microsoft and Google are out tonight.
- ▶ 20:40 Brad Gerstner You know, GCP is accelerating.
- ▶ 37:05 Brad Gerstner Um, so when we think about that, you know, Google reported tonight they had billions of what they call their SGE searches. 3 times in the scene