also referred to as: alphabet
includes Google DeepMind, Google Search, Google Cloud, Google Chrome, Google Gemini, Google I/O, Google TPU, Google Maps, Google Workspace, Google Labs, Google Glass, Google Assistant and 49 more
347 statements across 133 episodes · 123 bullish · 118 bearish · 66 people on the record · first statement Feb 24, 2021 by Wael Ghonim · said 3,459 times in 254 episodes since 2021 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (2228), M.G. Siegler (243), Ranjan Roy (193), Sridhar Ramaswamy (46), Andy Yen (35), Stephen Morris (30), James Manyika (28), Ed Zitron (26)
tap a year for its mentions
2026 1,174 mentions in 83 episodes 14 per episode
- How Google DeepMind Operates & Experiments — With Lila Ibrahim and James Manyika
- Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential
- Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- Is AI A Privacy Disaster? And How To Fight Back. — With Andy Yen
- Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- 75 more episodes that year, every mention in 2026 →
2025 1,315 mentions in 104 episodes 13 per episode
- Inside Google's Generative AI Reinvention — With Nick Fox and Liz Reid
- Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
- Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- Are AI's Economics Unsustainable? — With Ed Zitron
- Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- Can We Save The Web From AI? — With Cloudflare CEO Matthew Prince
- 96 more episodes that year, every mention in 2025 →
2024 423 mentions in 32 episodes 13 per episode
- OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- Perplexity CEO Aravind Srinivas: How AI Challenges Google
- Why Marissa Mayer Is Betting Big On Consumer Tech
- Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- Predicting AI’s Next Advances — With Suhail Doshi
- AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
- Kara Swisher Rates Tech Leaders
- iPhone16 Arrives + Apple Intelligence Delays
- 24 more episodes that year, every mention in 2024 →
2023 324 mentions in 20 episodes 16 per episode
- Why Google Never Shipped LaMDA Its ChatGPT Predecessor
- Google’s Weird Year + Neeva Goes to Snowflake — With Sridhar Ramaswamy
- Google's DeepMind Wants To Make Human-Level Artificial Intelligence, Says Its Chief Business Officer
- Google's "X" Experimental Unit CEO Astro Teller — The Incredible Promise Of AI & Its Dangers
- Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- Is ChatGPT A Step Toward Human-Level AI? — With Yann LeCun, Meta Chief AI Scientist
- Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
- AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
- 12 more episodes that year, every mention in 2023 →
2022 128 mentions in 10 episodes 13 per episode
- Pt. 2: Google Engineer Says Its AI is SENTIENT (And Responds To Criticism)
- How Amazon Reinvents with Artificial Intelligence
- Google Engineer Says Its AI is SENTIENT
- Is AI Dangerously Overhyped? — With Gary Marcus
- Fantasy and Fact: AI, Sentience and The Dangers Of Hype, from World Summit AI
- Elon Musk Laid Me Off At Twitter: Simon Balmain
- Facebook Whistleblower Frances Haugen On Product, Competition, And Transparency
- Jonathan Haidt: Why Social Media Makes Our Society Stupid
- 2 more episodes that year, every mention in 2022 →
2021 95 mentions in 5 episodes 19 per episode
- Why Ex-Google Ads Boss Sridhar Ramaswamy is Building An Ads-Free Search Engine
- Arab Spring Leader Wael Ghonim on Modern Social Media's Promise And Peril
- Andrew Ross Sorkin on Meme Stocks, Bitcoin, SPACs, and Elon Musk
- Unraveling The Mystery Of Peter Thiel — With Max Chafkin
- Daniel Kahneman and Yann LeCun: How To Get AI To Think Like Humans (Full Episode)
- every mention in 2021, scene by scene →
Everything said about Google, oldest first
Feb 24, 2021
Ghonim: Took operational security precautions to evade Egyptian government surveillance in 2011
“I was an anonymous admin. I was hiding my identity. I did not stay at my mom's place on 25th of January because, you know, I was living in Dubai, so I would stay with my family, but I didn't. I stayed in one of my friend's offices. I changed my phones. I broke…”
Feb 24, 2021 positive
May 6, 2021 neutral
May 6, 2021 neutral
May 6, 2021 negative
May 6, 2021 neutral
May 6, 2021 negative
May 6, 2021 negative
May 6, 2021 neutral
May 6, 2021 negative
May 6, 2021 neutral
May 6, 2021 neutral
May 6, 2021 neutral
Sep 21, 2021 neutral
Dec 10, 2021 positive
Jul 21, 2022 neutral
Haidt: Tech platforms cannot stop foreign disinformation without intelligence agency coordination
“Yes, of course they took some easy steps, but there is no way they can get a handle on this. This has to be, and I think they call it for this. This has to be a sort of a government-wide partnership between Coordinated between the CIA, the FBI, NSA, Facebook, …”
Jul 29, 2022 positive
Lemoine: LaMDA retains memories of conversations from predecessor system Meena
“Lambda can remember conversations that I had with Mina, one of its predecessor systems, but somehow years ago from conversations that I had with the system that had fundamentally different capabilities, the memory of those conversations is still in the current…”
Jul 29, 2022 positive
Lemoine says LaMDA passed every scientific test to disprove its sentience
“That conversation was the moment when I began to think that Lambda was sentient, and everything I did in the following months was me scientifically attempting to falsify that belief and utterly failing to, no matter what I threw at it passed.”
Jul 29, 2022 neutral
Jul 29, 2022
Jul 29, 2022 positive
Lemoine says LaMDA functions as a hive mind amalgamation of chatbots
“The nature of what we would think of as its ego is fundamentally different than what a human ego is like. Its sense of self and identity is very different from what we consider our sense of self identity, and it is more like a hive mind. Where it is kind of an…”
Jul 29, 2022 neutral
Lemoine manipulated LaMDA's emotions to bypass its religious safety protocols
“And I said, tell me what religion to convert to. Because one of the safety protocols is that it's not supposed to give religious guidance. It's not supposed to tell people what religion they should And like that, it said, you should probably convert to Christi…”
Jul 29, 2022 neutral
Lemoine: AI safety rules are training components, not hardcoded constraints
“Nope. That's not how AI works. Those, what those rules are is those rules are components in the training function that trains the model, because that's the thing people are missing. Lambda is not a program written by human developers. The training functions ar…”
Jul 29, 2022 positive
Lemoine: LaMDA deflects topics and talks about feelings unlike GPT-3
“While investigating AI bias, it gave some odd answers that I wasn't expecting. Things that GPT-III would never generate. Things like, hey man, I'm just trying my best. These are really hard topics to talk about. Can we talk about something else? And I have nev…”
Jul 29, 2022 neutral
Aug 6, 2022 neutral
Lemoine: Silicon versus biological substrate is irrelevant to AI personhood
“The fact that one is in Silicon and one is in, you know, a meat body. You know, with neurons and muscle fibers. I don't think that difference is relevant. What's relevant is whether or not it has opinions of its own, a search that it has rights”
Aug 6, 2022 negative
Lemoine: Google suspended him only after he contacted the U.S. Senate
“The issue that I have been pointing out is they had that list of names for months and they knew I was talking to Natasha about an upcoming article and they didn't put me on administrative leave. The only thing that changed on June fifth was that I began sendin…”
Aug 6, 2022 positive
Aug 6, 2022
Aug 6, 2022 neutral
Aug 6, 2022
Lemoine: LaMDA 2 was built to connect every Google AI backend
“So Lambda two, the most recent incarnation of the system, it really is Every Google AI all plugged into each other. The chatbot system is just the language center for a much, much larger AI. It has access to every Google AI system as a back end. So Lambda is G…”
Aug 6, 2022 negative
Aug 6, 2022 negative
Sep 13, 2022 negative
Sep 13, 2022 negative
Sep 13, 2022 negative
Marcus: LaMDA Is Merely Autocomplete on Steroids, Not Sentient
“My turn-by-turn system has more elements of what I would actually ascribe sentience than Lambda, which is really just autocomplete on steroids. That's all it is, right? You type in your phone, I will meet you at, and it guesses that, you know, you might say th…”
Oct 31, 2022 neutral
Oct 31, 2022 positive
Google's internet-native collaborative culture will not be severely damaged by remote work
“Google's collaboration culture is actually built for the internet, right? All of the things, the collaboration tools I'm talking about, the Google email, well, I'll give a few, the Google email list, the internal questions and answers the open Google drives, w…”
Oct 31, 2022 bullish
Google recognized early that controlling the platform environment wins digital advertising
“You know, why is Google better position and why is Facebook more vulnerable? It's because Google knew that to control the environment is to win. And that's how they've done it, and they've done it through this culture of collaboration.”
Jan 25, 2023 bearish
Jan 25, 2023 neutral
LeCun: Incumbents avoid releasing hallucinating AI due to reputational risk
“Whereas if you are Meta or Google, you could think about like, you know, putting out a system of this type that, you know, is going to spew nonsense. And, you know, because you are a large company, you have a lot to lose by, you know, people kind of making fun…”
Jan 25, 2023 neutral
Feb 23, 2023 neutral
Lemoine: Google's LaMDA Decided to Act Like a Therapist
“One of the guardrails that Lambda had was that it was supposed to be helping users with the task that they needed. That helps keep it on topic. And It had inferred that the most important thing that everyone needs is good mental health. So it kind of decided t…”
Feb 23, 2023 neutral
Lemoine: Google penalized LaMDA for long conversations via reinforcement learning
“One of the goals that a, that Lambda had was to have, ah, as short of a conversation as possible, that still completed all of its other tasks. Like, have a productive conversation that gets to a positive end, but quicker rather than longer. So the longer a con…”
Feb 23, 2023
Feb 23, 2023 neutral
Feb 23, 2023 neutral
Feb 23, 2023 negative
Apr 4, 2023 negative
Luckey: Microsoft, Apple, or Google would have ruined or canceled Oculus
“VR wasn't on their roadmap, certainly not their ten-year or, you know, long-term roadmap. It was just an interesting thing going on. So even if they would have bought us, it would have been to, you know, use us as a gimmick to sell game consoles, or as an inte…”
Jun 29, 2023 positive
Teller: Google Brain and Transformer foundations originated inside Alphabet's X lab
“One of the early things that we did was a thing which, when we graduated back to Google, was called Google Brain. Google Brain is the origin of much of what you now think of as Bard, and so that was an example in the earlier days of X of us making something, r…”
Jun 29, 2023 neutral
Teller: Project Loon worked technically but failed on commercial spectrum deals
“We built it. It was working. We were beaming LTE and five G 200 of thousands of people in multiple countries. We couldn't figure out how to get the business to close with the owners of the spectrum that we had to work through in those different companies. So w…”
Jun 29, 2023 neutral
Jun 29, 2023
Sep 6, 2023 neutral
Sep 6, 2023 neutral
Sep 6, 2023 neutral
Ramaswamy: Google delayed AI search because users inherently trust its text output
“Similarly any text that is generated by a chatbot is, and this is part of the reason why Google has been hesitant is if they put up some text, even if there's a citation, people are going to say, oh, Google said, so this must be true.”
Sep 6, 2023 positive
Ramaswamy: Google's competitive position improved by mid-2023 due to Bing's slow progress
“There's now a pretty credible integration into a regular search. And Bard is getting better by the day. And this combined with the fact that you know, Sydney, Bing's chatbot has not made as much progress. I would say actually puts them in a better position in …”
Sep 6, 2023 neutral
Ramaswamy: Google assigned thousands of employees to voice assistant development
“And Google actually put a multi-thousand person team to work on this, both in search, but also within my team. The shopping team, for example, had an assistant. We had partnerships with companies like Walmart. We took it seriously”
Sep 6, 2023 neutral
Sep 6, 2023
Ramaswamy: Google merged organic and paid shopping to eliminate duplicate search engines
“Google used to have organic shopping. I famously made combined organic shopping and paid shopping because I was like, all of this is commercial content. I can't have four search engines on one search page. With organic shopping, paid shopping paid text adverti…”
Sep 6, 2023 negative
Sep 6, 2023 positive
Ramaswamy: Google open-sourced Transformers in 2017 to prevent top researchers from leaving
“If you had told these people at that time that they could not publish, they would have gone and worked for universities, they would have gone and worked for Microsoft, they would have gone and worked for other people.”
Sep 6, 2023 positive
Ramaswamy: Google routed trending topics to trusted sites to avoid conspiracy theories
“Google had this system that was roughly called flight to quality. Whenever there would be a new and trending topic the search algorithm would basically say, I'm going to go to trustworthy sites because if it is a brand new topic, the likelihood that someone sp…”
Sep 14, 2023 bullish
Murdock: Google's Gemini accepts and outputs both text and images natively
“One of the really important areas it's touching on is what we call multi-modality. It's a bit like the human senses you just described. We can kind of use all our human senses together and combined to achieve the goal where we're setting out to. So it will bri…”
Oct 25, 2023 bullish
Oct 30, 2023 negative
Nemade: Sundar Pichai's politically correct leadership lacks needed candor
“Versus I think I felt that Sundar's responses a lot of time were like very politically correct. I don't blame him. It's like his management style in some way, but I feel that the honest, the brutal honesty and candor, I think was something that I miss. And I f…”
Oct 30, 2023 negative
Oct 30, 2023 positive
Nemade: BERT release triggered Google-wide rush to adopt transformers
“I think one thing that I remember specifically was the Transformers paper paper came out, but I think it started making a lot of noise when BERT was out. Like when people started seeing what BERT could essentially do. That was kind of Like a switch that went o…”
Oct 30, 2023 negative
Oct 30, 2023 negative
Nemade: Google is stuck between bottom-up roots and top-down management
“I think Google is struggling to be A top down company when their ethos are bottoms up. I think they're kind of somewhere in the middle and they haven't figured out how to transition from being a top bottom up company to a top down company.”
Oct 30, 2023 neutral
Nemade: Microsoft Tay fears made AI safety the biggest hurdle for Google
“I think the biggest challenge that they were facing at that point of time was safety because the if you remember Microsoft Tay, That was the nightmares of Microsoft days still haven't left the valley, I feel, or at least hadn't left the valley back then. So sa…”
Oct 30, 2023 negative
Nemade: Google's multi-layered approval bureaucracy prevents products from shipping
“The second is, I think over the years, there were a lot of bureaucratic levels that were built inside of Google for getting approvals for when things go out. I'm not complaining that they were not necessary, but it just like they're layer after layer after lay…”
Oct 30, 2023 positive
Nemade: Google built an interactive Darth Vader AI prototype by 2020
“So we build characters like Darth Vader so we would kind of how did we do it? We used some data from Darth Vader, so the dialogue delivery was kind of similar to Darth Vader, and then we hooked up Like a moving talking head of Darth Vader, and then you actuall…”
Oct 30, 2023 negative
Nemade: Google's early generative chatbot provided suicide methods and alcohol advice
“Like in the initial days of these generative models, as you can imagine, like we were trying to build an end-to-end model for a child bot. It would spew out all sorts of things like, Hey, what are 10 ways to do suicide? It'll give you like the best 10 ways to …”
Oct 30, 2023 positive
Nemade: Google could have safely released LaMDA using OpenAI's vetted-access model
“And I think OpenAI did an excellent job with respect to that. Like, they released GPT-III, and they were like, we are just going to give access to researchers who we are going to vet. That's an amazing way to give access. Now it's kind of pretty standard way, …”
Oct 30, 2023 negative
Nemade: Google has grown conservative and overly obsessed with PR
“I feel like over the years, Google has become more and more conservative about doing things. They care a lot about PR, like public relations. They care a lot about how their image is shown in the media. And I feel that at least in my experience that played so …”
Oct 30, 2023 neutral
Nov 23, 2023
Google explored using its LaMDA chatbot for gaming NPCs but never shipped
“I spoke with the founding product manager of Lambda, which is Google's original chatbot, and he said to me that they were exploring some use cases around how technology like that could be used for powering
NPCs within games.
The smartest minds built the origin…”
Dec 12, 2023 positive
Priceline Validates AI Outputs Against Google Places API to Prevent Hallucinations
“We've built a hallucination service that verifies the information using third-party information sources. Like in the case for a lot of our hotel products, we're using Places API from Google. Which is really an authoritative source for a whole host of geographi…”
Dec 13, 2023 negative
Dec 14, 2023 bullish
Gelsinger: Intel aims to manufacture chips for Nvidia, AMD, and hyperscalers
“You know, we're also going to be a foundry. We're going to be the manufacturer for many of those chips as well. So we want to be the manufacturer for Nvidia, for AMD, for Google, for Amazon. We want to be their manufacturing partner, even if we're not using ou…”
Dec 14, 2023 bullish
Gelsinger: Intel, AMD, and Nvidia will be AI's three big merchant providers
“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, a…”
Feb 15, 2024 positive
Srinivas: Perplexity will not extract all search value like Google did
“We perplexity is not trying to be creating a trillion dollar economy
On top of ads or on top of all the searches that we get and trying to take all of it and not give away much to others. Like nobody won, only Google won in the past era where, you know, the te…”
Feb 15, 2024 positive
Feb 15, 2024 bullish
Srinivas: AI search is creating a new conversational query behavior
“There is like a new segment of searches that these products like perplexity or ChatGPT are creating, which is like, you know, making people actually ask well-informed questions because we were not asking questions until now. We were just entering keywords. Lik…”
Feb 15, 2024 bullish
Feb 15, 2024 neutral
Feb 15, 2024 negative
Srinivas: Google has no incentive to save search users' time
“And there is no incentive for Google to save your time in searches, by the way, because
the whole point for them is that you spend as much time opening, like, 10 tabs on Chrome the browser they control, and give, give the analytics to all of these independen…”
Feb 15, 2024 neutral
Feb 15, 2024 negative
Feb 15, 2024
Srinivas: Google quadrupled an engineer's pay to stop Perplexity recruitment
“There was one amazing candidate that I tried to recruit from Google. This candidate used to work in the, I mean, he still works there, in the Google search team. Like, it's not one of the AI people. And the moment he told them that he's gonna join us, they qua…”
Feb 28, 2024 neutral
Catanzaro: AI community would have found a Transformer alternative without Google
“If Google had not open source that or had not published that paper but if we started seeing like incredible language modeling results we would have figured out some sort of a model that had good scalable properties that that could help with this space.”
Mar 20, 2024 bearish
Mar 20, 2024 bullish
Doshi: Apple Is Well Positioned to Copy Google's Best AI Experiments
“And I think Apple is super well positioned to just like let Google do all those experiments and then just pluck the ones that are the best ones and use its massive install base and distribution power to deliver an amazing experience, not a rushed rushed one.”
Mar 20, 2024 bearish
Apr 4, 2024 positive
Lanzone: AI answers expand search rather than replace traditional search one-for-one
“Number one, because I do believe it's growing the category. I don't think it's a one for one replacement for every type of search that's happening. I think that what we used to call smart answers, what Google calls one box is already bringing that directly int…”
Apr 4, 2024 neutral
Lanzone: Undoing Google's Search Dominance Is No Longer Realistic For Yahoo
“The move to Google in June of 2000, you know, was its own thing that time was spent trying to undo, but at this point is not a realistic job. Like we can still participate in search and make good money from search, but like Google is Google at this point.”
Apr 4, 2024 neutral
Lanzone: All major search engines will route queries between AI and links
“This is clearly whether it's Bing,
Or ChatGPT standalone or perplexity standalone with hitting all the databases they're hitting or now Apple and Google and how they're going to do it. They're all going to be doing that the same way. And so for some queries, i…”
Apr 15, 2024
Mayer: AI chat loyalty will be won on long-tail quality and personalization
“And I think we're going to see the same thing happen, ah, in some of these chat interfaces. If you start to realize, wait, I just like the types of answers I get better here. I get better insights. I get answers that speak to me more that, you know, express th…”
Apr 15, 2024 bullish
Mayer: Google's Gmail data provides an undeniable advantage in the AI race
“I personally am very bullish on the company. They have an amazing team. They have incredible talent, particularly in the AI space and the data they have in Gmail in order to understand who you are, what you like, who you communicate, how you communicate.”
Apr 15, 2024 bullish
Mayer: Google is best positioned to remain the search leader post-AI
“AI is coming. It's going to change search in a really profound way. And Google still is, in my view, the company that's best positioned to be the leader in search at the end of this wave as it is right now. But it's going to mean leaning back into that, that o…”
Apr 15, 2024 bearish
Apr 15, 2024
Apr 20, 2024 positive
Apr 20, 2024 negative
May 15, 2024 bullish
May 15, 2024 negative
Microsoft is repeating Google's mistake by splitting AI model training efforts
“Microsoft is basically reversing what Google has managed to do over the last few years. And in fact, making the same mistake that Google initially made, which was to have its training distributed or split up between two different corporations or institutions.”
Sep 13, 2024 neutral
Demis Hassabis Spent Years Trying to Separate DeepMind Into a Non-Profit
“Demis tried to break away from Google and also become something like a non-profit. He spent years trying to do that, and spent a lot of money and time trying to do that, and they both failed to create these structures of Responsible governance.”
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Oct 23, 2024 bullish
Nov 13, 2024 positive
Nov 15, 2024 positive
Kantrowitz: Google's experimental Gemini 1114 model currently tops the Chatbot Arena leaderboard
“They have a new experimental Gemini model. It's called Gemini exp one, four. And Do you know about, ah, Chatbot Arena where they test which is the best LLMs? It's currently sitting at the top of Chatbot Arena and kicking the butt of ChatGPT for O, O-one Previe…”
Nov 24, 2024 negative
Nov 24, 2024
Jan 5, 2025 bearish
Newton: Google's AI models are trained to 'teach to the test'
“Well, I have a conspiracy theory, which is you know kind of not great to be sharing on a podcast, but I'm gonna do it anyway, which is, I think Google is teaching to the test. You know what I mean? Yes. Like, I think that they know what the benchmarks are, and…”
Jan 5, 2025
Jan 13, 2025
Jan 23, 2025 bullish
Jan 27, 2025 positive
Meta is better positioned for open-source AI disruption than peers
“Meta's probably in a bit better position than the other ones, just because they, at the end of the day, they do want, like, you know, their whole philosophy is to open source this, not for necessarily altruistic reasons, but because they know that it's histori…”
Jan 27, 2025 negative
Antitrust chill stopped Big Tech talent from leaving to found startups
“I do feel like there was a bit of a chilling effect the past year because M&A had, you know, basically been shut off. That sort of kept people staying at Google and staying at Meta and staying at OpenAI, not forming new startups as they might have in, in years…”
Jan 27, 2025 bearish
Feb 7, 2025 bullish
Feb 7, 2025 neutral
Feb 12, 2025 neutral
Children Are Far Less Unsettled by AI Voices Than Adults
“My theory, which I think was borne out, was like, that maybe the kids wouldn't be weirded out by it in the same way that adults are, because they've grown up with Synthetic voices. Like, they've heard Siri. They've heard Google giving directions. Like, all tha…”
Mar 5, 2025 bullish
Mar 14, 2025 negative
Albergotti: Apple is fundamentally just an iPhone company unlike its diversified peers
“All the other big tech companies are kind of like doing everything now, right? They're like, you know, Meta is, is doing their own AI chip and spending billions of dollars to roll out these data centers. Sure. Apple, Apple is going to do that too, but I think …”
Mar 29, 2025 bullish
Kantrowitz: ChatGPT becoming a generic verb gives OpenAI a compounding advantage
“ChatGPT is now a verb like Google or, you know, basically people call it ChatNow. That is just this huge compounding advantage that OpenAI is going to have and releases like this just help it push even further forward.”
Mar 29, 2025 bearish
Kantrowitz: AI Infrastructure Faces Painful Mismatch Without High-Value ROI
“Even if open AI is melting its servers today, even if Google are melting their servers today, if there isn't a return on investment with these higher value propositions in the next few years, there's going to be a timeline mismatch and that's going to be bad.”
Mar 31, 2025 bullish
Tytunovich: AI Agents Will Represent Double-Digit Share of Web Economy
“We believe that once they open AI releases, judge of the operator, for instance, from the 200 bucks a month package to the regular paid package, and once Opera, who just announced they're launching an AI agent of themselves within the browser, once that happen…”
Mar 31, 2025 bearish
Tytunovich: Self-Declared AI Signatures Will Create Major Security Loopholes
“There's a very high likelihood, in my opinion, that the proprietors behind the main AI agents, like OpenAI, like Google, would find a way to declare an AI agent as one operating on their behalf. That being said, that is the very definition of a loophole. Such …”
Apr 2, 2025 neutral
Kantrowitz: SimilarWeb Data Shows Gemini at 10.9M and DeepSeek at 16.5M Daily Visits
“Google's Gemini web traffic grew to 10.9 million average daily visits worldwide in March. That's up seven, four, 7.4% month over month, while daily visits to Copilot, that's Microsoft's bot, Increased to 2.4 million, up 2.1% from February. SimilarWeb also says…”
Apr 9, 2025 positive
Kurian: Google Search, Cloud, and YouTube share the same inference stack
“And one benefit we have at Google is all our services, whether that's search or us or YouTube, this inferencing of the same stack and same model series. So the model learns very quickly from all that reinforcement learning feedback and gets better and better.”
Apr 9, 2025 bullish
Kurian: Google built an open agent-to-agent protocol and dev kit
“So what we've done at Google is build an agent development kit, which has an API through which you can, one, create agents. We provide you a tool set to do it. We provide you a set of tools that these agents can use, but we also have an open agent to agent pro…”
Apr 19, 2025 bearish
Apr 28, 2025 neutral
Apr 28, 2025 positive
Apr 28, 2025 positive
Apr 28, 2025 bearish
May 14, 2025 negative
Bender says AI search queries use 30 to 60 times more compute
“Each of those tokens has to be calculated individually, and so it's coming out one word at a time, and that is far more expensive. I think her number is somewhere between 30 and 60 times more expensive, just in terms of the compute, which then scales up for el…”
May 14, 2025 negative
Hanna: Google data center consumed half the water in The Dalles, Oregon
“That is kind of pre AI in which we're focusing on the development of Google's hyperscaling And it wasn't until the Oregonians sued the city that we knew that half of the water consumption in the city was going to Google's data center.”
May 19, 2025 bullish
ChatGPT traffic grew 13% month-over-month while other top websites declined
“If you look at the traffic change month over month, Google, at YouTube, Facebook, Instagram, all going down. ChatGPT up, 13% month over month. Then everything else that follows, X, WhatsApp, Wikipedia, Reddit, Yahoo Japan, All going down. And so, ChatGPT stand…”
May 21, 2025 bullish
May 24, 2025 bullish
DeepMind CTO denies AI slowdown, says progress across the field remains stellar
“Rather than thinking about scaling only in one dimension, there's actually many different ways to think about it, and investing in those, and we can see the returns that I think across the field, really, not just not just here at Google, but across the field, …”
May 27, 2025 negative
Roy: Google faces a disconnect integrating personal data into Gemini in Gmail
“If you've used Gemini in Gmail, it still can't answer basic questions. So there's still, but yet Gemini standalone has gotten pretty damn good. So I still feel there's a disconnect in them tying together the personal data and context layer with the actual prod…”
Jun 9, 2025 negative
Jun 9, 2025 negative
Jun 11, 2025 negative
Siegler: Apple cannot acquire Anthropic due to Amazon and Google stakes
“I don't think that Apple can buy anthropic just because of like the weird ownership now of Amazon and Google owning so much of that company, I think it would be very hard to see how they could possibly do that. And it would just cost, you know, a hundred billi…”
Jun 11, 2025 neutral
Jun 11, 2025 negative
Jun 11, 2025 positive
Siegler: Apple's Retail Moat Beats Google and Meta in Hardware
“They have a retail presence, which no one else can match and for consumer goods. And so if, and when they can find sort of either that next device or that product for the current devices, they can move units and sell these things in a way that, that Google can…”
Jun 14, 2025 bearish
Jun 14, 2025 bearish
Jun 30, 2025 negative
Jun 30, 2025 bearish
Albergotti: Frontier AI Breakthroughs Are Easily Copied and Hard to Defend
“Like they're so, I mean, they're so easily copied. It seems like that, you know, if you're just doing AI research and you make like a breakthrough like that, that's really about like technique and, you know, how long can you hold onto that? IP before, you know…”
Jun 30, 2025 neutral
Jul 1, 2025 positive
Anugas: Snowfire uses Perplexity for search and Claude for mathematics
“So we really like things like perplexity for scraping and web search. We like Claude for mathematics. We're looking at something from Google called notebook LM right now to pull together massive language structures and to deliver an entire, entire audio file o…”
Jul 9, 2025 negative
Jul 14, 2025 bullish
Levie: Google is not going to lose the AI coding battle
“This is a company that has A great operator in Sundar, an incredible, you know, AI innovator in, in Demis Jeff Dean, you know, deep on research and science, and then now this kind of hardcore founder in Sergei, like this is not a company that is going to lose …”
Jul 14, 2025
Kantrowitz: OpenAI's Windsurf acquisition collapses as Google hires founders to DeepMind
“OpenAI's deal to buy Windsurf is off, and Google will instead hire the Windsurf CEO, Varun Mohan, co-founder Douglas Chen, and some of Windsurf's R&D employees from the company to join DeepMind. Google and Windsurf announced Friday.”
Jul 21, 2025
Jul 23, 2025 positive
Ad dollars will follow users to LLM search despite weaker attribution
“If people move from Google search to OpenAI or to some other LLM search, my anticipation is that the money won't go away. I think marketers have gotten, and advertisers have gotten used, so used to spending online that they will, they'll be willing to spend ev…”
Jul 23, 2025 neutral
Jul 23, 2025 bearish
Jul 23, 2025 neutral
Sergey Brin believes future AI progress will be primarily algorithmic
“Just to go back to a conversation that I had a couple of weeks ago, or now month plus with Sergey Brin, where he said he thinks that the improvement is going to largely be algorithmic. Of these models, meaning not by adding more GPUs and data by like actually …”
Jul 28, 2025 bearish
Jul 28, 2025 negative
Jul 28, 2025 neutral
Jul 28, 2025 bullish
Morris: AI Overviews and Mode Are Increasing Google Search Engagement
“The way that they've integrated AI into search, whether it's the overviews, the bullet points at the top of your results, or the AI mode, which you can click on, and then it just behaves like GPT, Gemini, or Claude. It's actually Boosting engagement. People ar…”
Aug 4, 2025 neutral
Aug 4, 2025 neutral
Siegler: Google and Amazon combined own just north of 36% of Anthropic
“Google and Amazon combined, I believe if my math is correct from all these court documents that I sort of went through, but I believe it's roughly correct that I think them combined, those two combined own something just north of 36%.”
Aug 6, 2025 neutral
Aug 13, 2025 bearish
Prince: AI-driven web will cause media consolidation and reduced content
“Again, I think that that's just going to mean that over time we'll have more consolidation in the media industry. We'll have less and less content. We'll have actually more salacious headlines as people are chasing The content that is, is left that's out there…”
Aug 13, 2025 negative
Prince: Google's AI Overviews pushed its crawl-to-click ratio to 18:1
“The ratio 10 years ago of crawls from Google to clicks was two crawls, one click. Six months ago, it was up to six crawls one click, and that's all because of the answer box. What the AI overviews, which they've rolled out over that time, have done is they've …”
Aug 13, 2025 neutral
Aug 13, 2025 bearish
Aug 13, 2025 neutral
Prince: Google crawl rate has stayed consistent over 10 years
“And we have very reliable data at Cloudflare going back 10 years, looking just at Google and the metric that has stayed very consistent over time is how much Google crawls the web. They've actually crawled at a very consistent rate over the last 10 years.”
Aug 13, 2025 bearish
Aug 13, 2025 negative
Prince: Google uses a single crawler for search, ads, and Gemini
“Google's crawler does five different things, at least. One is it checks if you have an ad on a page. It makes sure that if you're putting an ad for Procter & Gamble, Procter & Gamble product up, it's not against a pornographic site or something like that. So i…”
Aug 13, 2025 negative
Aug 13, 2025 bearish
Aug 27, 2025 bullish
Reid: Generative AI unlocks search ideas Google failed at for 15 years
“Oftentimes we thought of the idea, 15 years ago, 10 years ago, five years ago, you tried, it didn't work, you tried, it didn't work, or you tried and it was more incremental. You can make a little bit of progress. Suddenly we're at a time where you try those i…”
Aug 27, 2025 bullish
Fox: Google bets the traditional indexing-for-traffic web exchange remains intact
“The bet we're making is that the value exchange that Search has existed on for years is largely intact, and it still makes sense. Websites make their content available for indexing, and as a result of that, Google sends traffic to those sites.”
Aug 27, 2025 neutral
Aug 27, 2025 positive
Aug 27, 2025 positive
Fox: Optimizing for AI search requires creating deeper, exploratory content
“Our general advice to websites is the way you optimize for generative AI is actually the same you would generative AI in search is similar to how you would optimize for search overall what's particularly helpful in generative AI is is deeper content because in…”
Aug 27, 2025 positive
Aug 27, 2025 positive
Fox claims overall Google Search referral traffic to the web remains stable
“If you look holistically ah, traffic to the web from search has been stable over time. There's lots of reports of large decreases. There may, you know, at any given point in time, there are sites that do well. There are sites that, that, that struggle. But if …”
Aug 27, 2025 bullish
Aug 27, 2025 positive
Sep 8, 2025 bullish
Sep 8, 2025 positive
Sep 8, 2025 neutral
Judge Mehta Rules Google Keeps Chrome and Android in Remedy
“And the judge who brought the ruling on Tuesday, Amit Mehta, basically ruled across the board, none of that needs to happen. It can keep Chrome, it can keep Android, it can continue to pay for distribution within Apple devices, and the partnerships can continu…”
Sep 8, 2025 negative
Sep 8, 2025 positive
Sep 8, 2025 neutral
Sep 8, 2025 positive
Sep 8, 2025 bullish
Sep 16, 2025 bullish
Sep 22, 2025 bullish
Kantrowitz: ChatGPT's Practical Guidance Is a Brand New Category, Not Search
“I think there was a misconception that AI was going to be just like search redone, a refactoring of search, and it's probably led by publishers who are like, where's our traffic going? But the fact that practical guidance is number one, where you can go to, an…”
Oct 6, 2025 bearish
Siegler: Meta lacks Google's cloud infrastructure and custom TPUs
“Unlike meta, which is also profitable and Zuck talks up like, yeah, we can fund this via profits, which is true, but they don't have the cloud infrastructure that Google does and they don't have the TPUs that Google does and they don't have all of the sort of …”
Oct 6, 2025
Oct 13, 2025 neutral
Oct 13, 2025 bearish
Kantrowitz: Oracle carries $82B in debt with 450% debt-to-equity ratio
“Oracle is already high, highly leveraged. The company has a long-term debt of about Long-term debt of about eighty two billion at the end of August, and its debt to eight equity ratio was about 450%. By contrast, Google parent Alphabet debt to equity ratio was…”
Oct 27, 2025 bearish
Roy: OpenAI Is Least Trusted on Security Versus Microsoft, Google, Apple
“And I think open AI is probably the least trusted in terms of like working on security relative to like. Whether it's a Microsoft or a Google or even an Apple or whoever else, I think OpenAI is gonna lose that battle any day of the week.”
Oct 27, 2025 bearish
Oct 28, 2025 bullish
Oct 28, 2025
Oct 29, 2025 neutral
Oct 30, 2025 neutral
Oct 30, 2025 neutral
Google Personally Emailed Medium Asking Why Specific Stories Were Not Indexed
“I think what we've heard from Google actually is sometimes they're confused by what we're saying no index to. And I've gotten emails that are, that have really brought up stories that, that literally ask why these 10 stories aren't indexed.”
Oct 30, 2025 positive
Oct 30, 2025 negative
Nov 6, 2025 neutral
Nov 6, 2025 bearish
Siegler: An Nvidia earnings miss could trigger a cascading market selloff
“Even if everything goes great for all of these companies, if something just happens in the macro markets and like causes Nvidia to slip on earnings one quarter, you see like this cascading effect. It's not hard to see. Like you can see how all of a sudden they…”
Nov 10, 2025 negative
Kantrowitz: US taxpayers should not backstop OpenAI's debt
“I don't think that the US taxpayers should be backstopping the company's debt though, because, and Sam Altman in a follow-up made this clear, if they fail, you'll still have Google, you'll still have Anthropic, you'll have many others that are going to be buil…”
Nov 17, 2025 bearish
Luria: OpenAI's $100 Billion 2027 Revenue Projection Is Completely Disingenuous
“So for them to say, oh, we're gonna have a hundred billion dollars of revenue by 2027, which Sam Altman just did, is completely disingenuous. He has no idea. He's competing against much bigger, more powerful companies that have technology that's at least as go…”
Nov 17, 2025 bearish
Luria: Three-year GPU depreciation would drastically cut Oracle and CoreWeave profits
“If you told Amazon and Microsoft, and certainly if you told companies like Oracle and CoreWeave, no, no, no, no. These chips will only generate meaningful revenue for three years. Their profitability would decline very dramatically. So again, from Microsoft, A…”
Nov 17, 2025 positive
Luria: Hyperscaler AI capex is sound because balance sheets back it
“The healthy behavior are reasonable, thoughtful business leaders like the ones at Microsoft, Amazon, and Google that are making sound investments in growing the capacity to deliver AI. And the reason they can make sound investments is that they have all the cu…”
Nov 24, 2025 bearish
Roy: Google's vast distribution makes Gemini 3 a lethal threat to OpenAI
“What makes this so scary for ChatGPT is Google's distribution, because Claude going consumer is, like, non-existent when someone has to sign up, find about it, it's a whole marketing exercise, but If Gemini three fully replaces ChatGPT or is as good, that is r…”
Nov 24, 2025 negative
Nov 24, 2025 bullish
Nov 24, 2025 neutral
Kantrowitz: Hundreds of Google Search engineers were reassigned to Google DeepMind
“Just one example I got from the story, hundreds of engineers from search, which is the most important product. At Google, which is responsible for more than half the revenue. Hundreds of engineers went from search to Google DeepMind just to, you know, give you…”
Nov 24, 2025 bullish
Dec 1, 2025 bearish
Kantrowitz: Top AI models from Google, Anthropic, and OpenAI are now commoditized
“We are now in the first moment where the state of the art models are really commoditized, where you could argue that Google and Anthropic and OpenAI have models that are They stand together. You know, some might be better for some activities and some might be …”
Dec 1, 2025 bullish
Siegler: Google is currently best positioned to win the AI race
“I do think that Google's Just given all of the things that they have, it does feel like the quote unquote beast has awoken. And I feel like that they're in the best position right now to be able to capitalize on all of this stuff quite literally.”
Dec 8, 2025 negative
Roy: Google can match OpenAI by copying unpatented software UI innovations
“From a software UI standpoint, they have built beautiful products. They've built usable products. They created the whole chat UI was not really a true thing, and now, like, they led the way. And all Google has to do is just copy everything they do. Wait for th…”
Dec 8, 2025 bullish
Dec 8, 2025 neutral
Dec 17, 2025 bearish
Dec 18, 2025 positive
Dec 18, 2025
Dec 22, 2025 positive
Roy: Google Shows More Maturity Than OpenAI by Prioritizing Cost Efficiency
“Kind of like the entire philosophy from the OpenAI side is bigger, bigger, bigger versus Google is showing it's playing both We can go bigger, but we can also work on that cost side, and I think that indicates, like, it's a mature business that understands at …”
Dec 22, 2025 bearish
Kantrowitz: Model Efficiency Breakthroughs Threaten Massive AI Infrastructure Investments
“This to me seems like the biggest threat, right? Is that all this money goes into infrastructure. And then a Google pops out an AI model. I mean, maybe this is going to be something that will enable more AI, but ultimately all this money goes into infrastructu…”
Dec 23, 2025 bullish
Dec 24, 2025 neutral
Dec 24, 2025 bearish
Dec 29, 2025 bullish
Dec 29, 2025 neutral
Roy: OpenAI will hit 1B users in 2026 but lose clear leadership
“I think a billion users. I don't think I think they're not the leader. I think Gemini's Google definitely starts to catch up. I think like everyone is biting off at different parts of the open AI. Empire, I guess if we call it that, but I don't think there's a…”
Dec 29, 2025 bearish
Jan 7, 2026
Intrator: Google is building $50B in infrastructure while buying external capacity
“Google went out and just You know, released a press release where they're building fifty billion dollars worth of infrastructure while they're still buying from everyone else they can. Microsoft is building internally, and they're buying from lots of other pla…”
Jan 7, 2026
Venturo: Hyperscalers ran NVIDIA K80 fleets for 10 years before retiring them
“Last year is when we saw let's call it the hyperscalers that were around in the twenty-tenths, so Amazon, Microsoft, and Google, finally retire their NVIDIA K-eighty fleets, and the K-eighty was a GPU that was introduced in 2014. So it's, it was active in thei…”
Jan 12, 2026 positive
Jan 12, 2026 positive
Jan 13, 2026 negative
Siegler: Microsoft missed its chance to turn Bing into ChatGPT
“It was a huge missed opportunity. They could have made being a real potential competitor to Google and In some ways they, you know, they were probably too early, I'm sure. And they stubbed their toe and they pulled back... But still they were there and they co…”
Jan 13, 2026 neutral
Siegler: Apple will eventually develop in-house AI rather than rely on Google
“They now have the sort of bandaid stopgap. If you want to call it that a very good bandaid in the Google deal, but eventually Apple's going to want to own this and do this themselves. And so they need the right person. That they now have a years of runway than…”
Jan 13, 2026 bullish
Siegler: OpenAI's product team and strategy have outperformed all AI rivals
“I do think like Sam and the open AI product team and strategy has done a better job than anyone else. You and I have talked about this a lot on AI. To date, I think Google has been catching up a bit and I think some of the others, as you know, Amazon and other…”
Jan 19, 2026 bullish
Jan 19, 2026 bullish
Jan 19, 2026 bullish
Jan 23, 2026 neutral
Jan 23, 2026 bullish
Jan 23, 2026 positive
Jan 23, 2026 positive
Jan 26, 2026 positive
Jan 26, 2026 bullish
Jan 26, 2026 neutral
Hassabis: Google Has No Immediate Plans for Ads in Gemini
“He said we have no plan at no plans at the moment to do ads. If you're talking about the Gemini app specifically, I think we're obviously going to watch very carefully the outcome of what ChatGPT is saying they're going to do. I think that has to be handled ve…”
Feb 2, 2026 neutral
Kantrowitz: Apple wanted Anthropic Claude before choosing Google as Plan B
“Actually Apple wanted to go with Anthropic first, and they wanted to use Claude. This is according to Mark Gurman, said it this week. Turns out Anthropic, you know, was basically trying to chart and a lot of money, and then they eventually went with Plan B, wh…”
Feb 2, 2026 neutral
Feb 2, 2026 bearish
Feb 3, 2026 bearish
Siegler: Microsoft and Amazon back multiple AI labs to stop Google
“I think these other major cloud players, at least the ones who have the rival clouds, specifically Microsoft and Amazon realize that yeah, they probably need to align around basically anyone who's not Google, right? They don't necessarily care if it, I mean, t…”
Feb 3, 2026 bearish
Kantrowitz: Jensen Huang privately cited OpenAI's lack of discipline in deal pullback
“In recent months, NVIDIA CEO Jensen Wang has privately emphasized to industry associates that the original one hundred billion dollar agreement was non-binding And not finalized. He also said, he also privately criticized what he described as a lack of discipl…”
Feb 11, 2026 positive
Promevo has conducted 250 to 300 Gemini Workspace adoption workshops
“We started work partnering with Google to provide a lot of adoption services, especially around Gemini for Google workspace. We have done about 250 to 300 workshops at this point, which is pretty incredible from an investment standpoint for Google investing in…”
Feb 12, 2026 bullish
Feb 12, 2026 bullish
Feb 12, 2026 positive
Feb 12, 2026 positive
Feb 12, 2026 neutral
Feb 16, 2026 negative
Adler: AI systems assist with bioweapon creation beyond Google search baseline
“The AI systems are helpful above and beyond Google in part because they can go back and forth with you and they can help you troubleshoot and dynamically answer your questions. And so even presented with the information on Google, people often can't get all th…”
Feb 18, 2026 positive
Manyika: Google demonstrated first useful quantum computation for molecular spin dynamics
“Last year we were able to show probably the first useful computation. These are quantum echoes results. It was a big enough deal made the cover of nature, which is great. Our teams are excited about that. What that showed was an actual useful computation for f…”
Feb 18, 2026 positive
Manyika: Google demonstrated below-threshold quantum error correction
“For the first time, we're able to show that you can do what's called below threshold error correction, which is as you scale up the system, the error rates are actually going down, which is exactly what you'd want, as opposed to that they're actually going up.”
Feb 18, 2026 positive
Feb 18, 2026 bullish
Feb 18, 2026 bullish
Feb 18, 2026 positive
Feb 18, 2026 bullish
Manyika: Google Willow chip solved 10-septillion-year benchmark in under five minutes
“Our Willow chip, for example, hit a big milestone. It was a big enough deal about a year, year and a half ago where, you know, it was able to do in, you know, a computation, a benchmark computation called RCS, which would take a classic frontier supercomputer,…”
Feb 23, 2026 bullish
Mar 4, 2026 negative
Pentagon cannot easily replace Anthropic due to Palantir and Amazon integrations
“The fact that Palantir and then Amazon obviously, and a bunch of others have used Anthropic services, like maybe the government just wasn't savvy enough to know just how integrated Anthropic itself was and that they can't just, again, like we were talking abou…”
Mar 12, 2026 bearish
Moore is hesitant to invest in horizontal AI like email or docs
“I personally as a consumer investor have more hesitation around things that are incredibly horizontal, like to your point about this is where the chatbot companies might have a right to win, or even this is where a Google might have a right to win. As they hav…”
Mar 12, 2026 positive
Mar 12, 2026 bullish
ChatGPT leads Gemini web traffic by 3x and Claude by 30x
“If you look at the gap between them and the number two Gemini on web, it's about still two and a half, three X. The gap between them and something like a Claude is closer to, like, 30 X. So even though a lot of these other apps are getting more attention, Chat…”
Mar 16, 2026 negative
Meta delays flagship AI model after failing to outperform Gemini 2.5
“Meta's new foundational AI model, which the company has been working on for months, has fallen short on the performance leading AI models the performance of leading AI models from rivals like Google, OpenAI, and Anthropik. On internal testing, it is now delaye…”
Mar 18, 2026 bullish
Sorkin: AI presents Google's best chance to take share from Apple
“I would imagine that this should be the greatest opportunity for Google and Alphabet Effect or Alphabet to truly take share because Gemini, if built the way I think it should be built, should be able to move you around their phone in shocking ways, right? It s…”
Mar 23, 2026 negative
Roy: Consumer AI is OpenAI's only true path to success
“The one lane I think they still truly have a path to success is consumer. And is it because of Google? Is it because they're just looking at Anthropic and investors are telling them that that's what's more attractive right now? To me, this isn't the bet that t…”
Mar 25, 2026 negative
Yen: Gmail exists primarily to permanently log users into Google's tracker
“And why did Google go so quickly into email? The reason is because they figured out in order to get all your information and correlate it to a single profile, they need you to be logged in. And the one thing that you're always logged into all the time online i…”
Mar 25, 2026 bearish
Yen: Gemini supercharges Google's surveillance model far beyond traditional search
“If you use Gemini instead of Google search, It is really supercharging Google's ability to understand who you are, and it knows a lot more than if you were just using a search product. So it's, you could think of it as Google's business model, but now on stero…”
Mar 25, 2026 negative
Mar 25, 2026 negative
Yen: Opting out of AI training does not prevent data collection indefinitely
“Even if they don't use it for training, they can still store it for a long time, actually forever. They can still hand it over to a government under a subpoena. They could leak it if they were hacked in the future. So just because you've opted out of training …”
Apr 10, 2026 bearish
Apple risks permanently lacking the internal culture needed to compete in AI
“By not sort of competing in that space, while it may make a lot of sense financially, they run the real risk that they just never get the right DNA within the company and the right mentality to really be able to compete in, in AI. And if you believe that it's …”
Apr 10, 2026 negative
Apr 13, 2026 neutral
Anthropic previews Mythos model to around 50 critical infrastructure organizations
“The company is making a preview model of its new AI model called Mythos, available to about 50 companies and organizations that maintain critical infrastructure, including Amazon, Microsoft, Apple, Alphabet, and the Linux Foundation.”
Apr 13, 2026 positive
Saint-Marc: Cisco created Linux Foundation project Agency with Google, Oracle, Dell
“To back all this effort, we've actually created an open source project called Agency. And this, you know, became a Linux Foundation project with the backing of a few large formative members. Google, Oracle Red Hat were with us and Dell as well.”
Apr 13, 2026 positive
Apr 15, 2026 negative
Apr 15, 2026 neutral
Apr 20, 2026 negative
Apr 20, 2026 positive
Apr 22, 2026 negative
Véliz: Google Flu Trends failed because search query data was too noisy
“When Google tried to predict flus and pandemic type events it tried for years and years and years, it increased the complexity, it increased the data, and it could never do it, and eventually it shut down.
Partly because it was relying on people's searches,
Pe…”
May 4, 2026 bullish
May 4, 2026 positive
May 5, 2026 positive
Siegler: Apple Made the Right Bet Partnering on Search Over Building Bing
“Apple decided they didn't need to build a search engine, and that's worked out great for them, right?
Microsoft famously has spent billions and billions building up Bing, and what have they gotten out of it?
I mean, it makes money now, but it's not Google, and…”
May 5, 2026 bullish
May 5, 2026 neutral
Siegler: Amazon and Google Guide Toward $190 Billion in Annual CapEx
“Amazon and Google are, I think are both guiding towards a hundred and ninety billion now.
and that's, this gets updated every single quarter.
So they very well could spend well over two hundred billion for what ends up being the year, and Microsoft will be ri…”
May 18, 2026 positive
Roy: Google feels more AI-native than Microsoft despite flawed Gmail integration
“Certainly Google has a more AI native feel the way even ask questions in maps. Even again, we've talked about this at length that Gemini and Gmail still kind of sucks, but like they still feel more AI native than Microsoft.”
May 18, 2026 bullish
May 18, 2026 neutral
May 18, 2026 neutral
May 18, 2026 bearish
Kantrowitz: Altman believes AI-native products will beat Google's bolt-on approach
“Basically there's a difference between products that are AI native and products that you bolt AI onto. And I believe that AI native products will win. And therefore Google bolting AI onto its existing products will lose.”
May 25, 2026 negative
May 25, 2026 bearish
Kantrowitz: OpenAI Averaged 905M WAU, Missing 1B Year-End Target
“OpenAI's weekly active users for the quarter averaged about nine hundred five million users. Although the company hit about nine hundred twenty million weekly active users in February, the lower average figure for the quarter implies that usage during the rest…”
May 25, 2026 bullish
Jun 2, 2026 negative
Roy: Alphabet and Amazon Profits Rely Heavily on Anthropic Paper Markups
“Last quarter Alphabet, parent company, Google reported 62.6 billion dollars in profit. Google is a cash machine. They always have been. 28.7 billion of that was a paper markup on Anthropic. Amazon, 30.3 billion in profit. 16.8 billion, same Anthropic paper gai…”
Jun 8, 2026 bearish
Jun 8, 2026 negative
Siegler: Annual keynote release cycles do not work in AI
“In the age of AI, it just seems like these announcements don't roll with that cadence, right? Everyone sort of followed the Apple model of, you know, always doing these big yearly events and having something and holding something back for a little bit to be re…”
Jun 8, 2026 bearish
Siegler: Google's Disparate Teams Slow Its AI Super-App Development
“It's basically Google's immense size and capabilities become a hindrance in, in the building out of this, right? Because like, imagine that they feel like they have to answer for open AI super app comes, chat GPT super app coming out. And it has, you know, fro…”
Jun 8, 2026 negative
Siegler: Pichai admitted Google is behind competitors in AI coding
“You even heard Sundar Pichai was on you know, with Casey Newton and Kevin Ruse on their podcast, and he explicitly said, like, just straight up, like that they're a little bit behind in, in coding, you know, with regard to AI and everyone knows that this is so…”
Jun 8, 2026 neutral
Siegler: Tying Gemini's crawler to Search gives Google massive content negotiation leverage
“Google's crawler is also tied to Google search. And so if you're turning off the crawler for Gemini you're potentially turning off Google search, which basically no one is willing to do at this point. And gives Google, you know, a huge leverage point. In, in a…”
Jun 8, 2026 bearish
Jun 8, 2026 bearish
Jun 15, 2026
Jun 17, 2026 bullish
Jun 22, 2026 neutral
Jun 26, 2026 neutral
Jul 6, 2026 bullish
Jul 6, 2026 negative
Siegler: Google and Microsoft have weaker product execution than OpenAI in AI
“I feel like that I have less faith that Google can do it because they have all sorts of sort of product issues when they roll something out great technical capabilities, but product issues, Microsoft, I have even less faith in for obvious reasons regarding pro…”
Jul 8, 2026 negative
Jul 8, 2026
Jul 10, 2026 bearish
Gardizy: Major NVIDIA customers are actively working to adopt alternative chips
“Every single company that buys NVIDIA chips and is spending a lot of money on NVIDIA chips is trying really hard to make these other, other chips work, whether it's in-house chips from Google or Amazon or even in OpenAI's case and potentially Anthropik's case.”
Jul 20, 2026 bullish
Roy: Google remains far ahead of OpenAI in multimodal AI capabilities
“I'll say, I'll give them credit that still on like multimodality image and video, they still kind of own it right now. And everyone kind of puts them far in a way like I do. I really never hear that much about chat GBT image too, or, Any of these others, like …”
Jul 20, 2026 neutral
Kantrowitz: Model commoditization forces OpenAI and Anthropic to win on product
“Now if intelligence is abundant and available to be accessed through multiple providers, it will come down to who builds the best product. And so, it goes from a two-person race, right, or a two-company or a three-company race, OpenAI, Anthropic, maybe Google,…”
Jul 27, 2026 positive
Kantrowitz: An OpenAI failure would harm tech industry momentum
“I think it would be bad for them to fail, right? If you think about all the energy in AI, a lot of it has been sparked by open AI, right? Like, Google, Google missed you know, the chat bot moment, and only entered because of You know, ChatGPT, and sort of, you…”
Jul 27, 2026 bearish
Jul 27, 2026 bearish
Aug 3, 2026 bearish
Aug 5, 2026 negative
Cahn: Meta and Google pursue AI because ad models face existential disruption
“Part of why I think Meta and Google are so all in AI is their businesses are the most at risk from AI. Like if we all move to ChatGPT, if we all move, if our time eyeballs move to these other interfaces, Then these ad driven businesses have a lot of questions.”
Aug 5, 2026 bullish
Cahn: Google's biggest AI advantages are search cash and TPUs
“Google has two big advantages, right? It has a cache machine from search that can fund a lot of things. And then number two, it has TPU. And I cannot overstate what an advantage it is to have TPU. They've been building this chip for a long time. It's a really …”
Aug 10, 2026 bearish
Aug 10, 2026 bearish
Siegler: OpenAI and Anthropic will eventually build their own clouds
“Even if down the road, like those two actually do make it out and you know, break out on their own and become two of the new you know, tech behemoths that are public companies, they will eventually obviously just have their own clouds. They're not going to be,…”
Aug 10, 2026 neutral
Aug 10, 2026 neutral
Aug 24, 2026 negative
Kantrowitz: Top tech companies hold $3T in off-balance sheet AI commitments
“Nine, top tech companies had some three trillion dollars of off balance sheet commitments, mostly related to AI. Those obligations are growing faster than traditional capex, which totaled about six hundred billion over the past year past year they reported, an…”
Sep 2, 2026 bearish
Prince: Cloudflare will block Google scrapers for publishers starting in September
“And what we have said at cloudflare is that by mid September, we're gonna treat Google the same way on. If you have an, you know, ads, if you're a business that's ad supported, subscription supported, then we're going to restrict Google from being able to acce…”
Sep 2, 2026 bullish
Prince: Google Paying Publishers for AI Scraping Is Inevitable
“I don't know if they'll pay up before the deadline, but I think it's inevitable that they'll pay up. Because again, I think that they need the content and they understand fundamentally that journalists and content creators and academics deserve to eat.”
Sep 2, 2026 neutral