Google, every mention

10 scenes (2026), the whole family · ← back to Google

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every year 2026 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

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The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 13 mentions

  • ▶ 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 Mar 15, 2026 · 4 mentions

  • ▶ 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.
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