Google, every mention
18 scenes (said by Stephen Morris), the whole family · ← back to Google
tap a year for its mentions
every year anyone Alex Kantrowitz 2228M.G. Siegler 243Ranjan Roy 193Sridhar Ramaswamy 46Andy Yen 35Stephen Morris 30James Manyika 28Ed Zitron 26Matthew Prince 24Nick Fox 22
Verbatim, from the transcripts: the passages where Google comes up
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 3:49 Stephen Morris You don't just want to have one, two, or three companies, you know, Elon Musk, Google, and OB&I taking it all. 4 times in the scene
- ▶ 11:34 Stephen Morris You had Demis Sarvis of Google saying, 2 times in the scene
- ▶ 19:06 Stephen Morris Um, there's a lot to be ironed out before these companies can go on a roadshow, show some confident financials, and really persuade people that they are, you know, going to be the next, you know, Google and Meta.
- ▶ 21:12 Stephen Morris Consumer users who are, most of whom are just using this as a replacement for Google search at the moment, right?
- ▶ 28:05 Stephen Morris A single customer that has a lot of noise around it and increasingly has competition from Google and Elon Musk and Anthropic. 3 times in the scene
- ▶ 36:41 Stephen Morris They've just signed a goal, a deal with Google Gemini, much like their search deal to put, to make Gemini improve Siri. 3 times in the scene
- ▶ 38:00 Stephen Morris Um, new device, screenless device that OpenAI is helping finance, which we hear is a, a big part of the reason why Apple decided to go with Google Gemini instead of, um, OpenAI and ChatGPT to PowerSiri because you're like, okay, your…
- ▶ 51:07 Stephen Morris Google's also looking at it. 2 times in the scene
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- ▶ 9:59 Stephen Morris It's its own partner in offering these services through, you know, the Azure platform, but increasingly Google and Gemini, which, which trumps its, its coding chops.
- ▶ 15:11 Stephen Morris They've created their own team internally led by Mustafa Suleiman, the co-founder of, um, DeepMind along with, with, with Demis Hassabis at, uh, who's still at Google.
- ▶ 15:11 Stephen Morris They've created their own team internally led by Mustafa Suleiman, the co-founder of, um, DeepMind along with, with, with Demis Hassabis at, uh, who's still at Google.
- ▶ 25:16 Stephen Morris And that must be somewhat concerning for both the company, but also its investors, because you have very, very big competitors out there, like Meta, Microsoft, Google, who are, who are snapping up land, you know, power contracts. 4 times in the scene
- ▶ 34:06 Stephen Morris That's why you're seeing, um, companies like Microsoft and Google, uh, bring old nuclear power plants online and talk and strike deals with like these mini fusion reactor companies of which Sam Altman used to be a major owner of one as…
- ▶ 42:00 Stephen Morris I mean, it happens frequently around Google's IO event, which was a few months ago.
- ▶ 42:08 Stephen Morris DeepMind, it, it entered its model.
- ▶ 48:55 Stephen Morris It could have to sell its Chrome browser, which I'm using right now to arrival.
- ▶ 53:31 Stephen Morris There were these, you know, just like Google, there are these big clouds on the horizon.
- ▶ 58:51 Stephen Morris And just this week, I reported that they'd poached another 23 from DeepMind.