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
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:00:58 Bill Gurley And so when they think this is the next big thing and they see open AI take a lead, their gut response is, well, if I had invested early in Amazon or Google or whatever, I'd get paid almost no matter what the price.
- ▶ 1:02:54 Brad Gerstner So if you look at what happened tonight, Google beat, they issued a dividend for the first time, they announced a buyback, right? 6 times in the scene
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:01 Brad Gerstner You saw the rumors about the Salesforce Informatica deal, the Google HubSpot deal.
- ▶ 20:19 Bill Gurley We, we often talk in, in Silicon Valley about the Googles and the Facebooks of the world, but most people don't make it there, and so it's a hard, steep climb, and you need to have realism about what's available to you. 2 times in the scene
- ▶ 53:58 Bill Gurley Like, and I would encourage anyone that believes in it, or anyone that's a, let's call them a Waymo advocate, let's build a public Google sheet of the 20 year, uh, financial statements for this thing, and let's put it out there in the…
- ▶ 1:10:45 Brad Gerstner We have Facebook reports, uh, Microsoft reports, Google reports. 3 times in the scene
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 59:38 Brad Gerstner Google's going to have one.
- ▶ 1:02:02 Brad Gerstner No, I mean, listen, it brings me back to the conversation about investing in Alta Vista, Lycos, AOL, et cetera, versus Google. 5 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:54 Brad Gerstner Some of these Google Apple rumors we're going to talk a little bit more about, the TikTok fallout, etc.
- ▶ 24:16 Brad Gerstner Take, for example, the recent competition for AI engineers in places like OpenAI and Google. 2 times in the scene
- ▶ 58:02 Bill Gurley Um, one of them that's kind of interesting, and I think, I think I saw a photo on the internet of, uh, Sundar and Tim Cook at a restaurant that may have kicked this off, but there's a rumor that Apple's talking to Google about leveraging… 10 times in the scene
- ▶ 1:13:01 Brad Gerstner They have a consumer product called Pi, which stands for personal intelligence, founded by Mustafa Soliman, one of the co-founders of DeepMind, um, you know, and, and, and a friend, um, and, you know, what they did was, you know, as one of…
- ▶ 1:15:52 Brad Gerstner Google's certainly going to be in that hunt. 3 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 32:31 Bill Gurley I wonder if these companies can simultaneously try and compete with Google to be this consumer app that you're going to rely on to get you information. 3 times in the scene
- ▶ 32:44 Bill Gurley You know, Google search redefined, whatever market you want to call that, um, and simultaneously be great at enterprise models.
- ▶ 35:53 Brad Gerstner They replaced Google at the start. 3 times in the scene
- ▶ 35:55 Brad Gerstner Nobody's saying we're barding something.
- ▶ 48:01 Bill Gurley You know, the Gemini release from Google, I think is proof of the type of, uh, you know, the, the Google Gemini model was much more similar to something autocratic that you might equate with a communist society, like that's intentionally… 2 times in the scene
- ▶ 59:12 Brad Gerstner Microsoft, Amazon, Apple, Meta, Google, and Nvidia. 5 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 10:23 Brad Gerstner Uh, by questioning the consensus view on Google, which is that they're going to be a big AI winner. 2 times in the scene
- ▶ 16:25 Brad Gerstner And, and if we go back to Google for a second here, because I think we, it's kind of this iconic study, because the consensus view was that they were going to be a huge winner in AI. 9 times in the scene
- ▶ 17:50 Brad Gerstner And so you have a 17% CAGR around search. 2 times in the scene
- ▶ 23:22 Brad Gerstner When there are big pools of profits like exists in Google search, capitalism has a way to redistribute those. 3 times in the scene
- ▶ 33:07 Brad Gerstner So if you pull up this chart we did, which is the mang comparison, it just shows the growth rates and the multiples applied to Microsoft, Amazon, Nvidia, and Google. 6 times in the scene
- ▶ 41:20 Bill Gurley Of course, Google and Apple will stop them from doing that. 4 times in the scene
- ▶ 41:26 Brad Gerstner Ten billion queries a day on Google today.
- ▶ 43:37 Bill Gurley Um, I, I, I think they're gonna be more reluctant to do that with Google. 6 times in the scene
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 26:03 Aaron Levie There's, you know, wouldn't it be great if everybody was Google or meta, that would be great. 2 times in the scene
- ▶ 29:47 Brad Gerstner So, you know, we had Google, we had Meta, 6 times in the scene
- ▶ 34:00 Brad Gerstner Um, so I would say glue Google cloud was pretty uninspired.
- ▶ 43:06 Brad Gerstner There's a, you know, there's a spicy battle out there about, you know, Google and 10 blue links and, you know, and, and what happens next and, 10 times in the scene
- ▶ 45:50 Aaron Levie Like, like BART is clearly their way of experimenting to do that.
- ▶ 48:08 Bill Gurley Their business model is to throw their customers in a cage match and let them compete with one other to the death. 9 times in the scene
- ▶ 52:37 Aaron Levie No, I, I, I, I, I know that there's great anecdotes of, of, of that, of that problem in, in tech, but like at the end of the day, you know, the entire world is advertising on Google. 6 times in the scene
- ▶ 53:28 Bill Gurley And so like barge, not in the top two.
- ▶ 53:40 Aaron Levie So, um, so, you know, how do you like, like if, if they bought perplexity, call it Google assistant.
- ▶ 1:14:45 Brad Gerstner The cost curve is going to come down, the security curve, the confidence curve, all those things are going to intersect, and we're going to give a personal assistant in people's pocket to billions of people, and when we think about the… 3 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 4:04 Brad Gerstner Microsoft, Amazon, uh, you know, Nvidia and Google.
- ▶ 13:19 Bill Gurley Well, and we, you know, there's a, there's another element that you're touching on, because we read, you might have seen an article in the information this week about how Google's having to, um, change their compensation policies to keep… 3 times in the scene
- ▶ 29:31 Brad Gerstner You know, I'm, I, I've been out there saying Google's got a lot of challenges as they try to transition their search monopoly to their answer monopoly, right? 2 times in the scene
- ▶ 43:45 Bill Gurley And Google.
- ▶ 1:00:20 Bill Gurley This concept was done inside of Google as an open source concept, immediately copied by all the other players.
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